System Assessment
DataPulse Solutions
Introduction
This report is your Niravu Atlas System Assessment for DataPulse Solutions. Atlas
connects to your CRM through a secure, read-only API connection, reads
your system's configuration and metadata (never your records or
personal data), and scores your environment across four dimensions:
Architecture, Automation, Governance, and Reliability.
The sections that follow explain how your score is calculated, show
where you stand today compared to your previous assessment, and
provide a prioritized set of findings and recommended actions.
Detailed breakdowns of your modules, automations, users, and
integrations are included in the second half of the report for
technical review.
If this is your first Atlas scan, the comparative section will
appear in future reports once you have a second data point.
Methodology & Scoring Model
Model Information
v1.9 — Niravu Atlas Scoring Engine
The Niravu Atlas score is a weighted composite of four dimensions that together measure
system design quality, operational maturity, and architectural sustainability.
Evidence is extracted directly from Zoho CRM via the Atlas pipeline
and scored against a normalized 0–100 scale.
Dimension Weights
| Dimension | Weight | Rationale |
|---|
| Architecture | 30% |
System structure is the foundation of everything else |
| Automation | 25% |
Operational efficiency and process logic depth |
| Governance | 20% |
Access control, authority clarity, and user management |
| Reliability | 25% |
Stability, ecosystem alignment, and backup posture |
Score Bands
90–100
Exceptional
Best-in-class architecture
80–89
Strong
Well-structured, minor gaps
70–79
Proficient
Solid foundation, room to grow
60–69
Developing
Functional but needs attention
45–59
Needs Work
Significant gaps identified
0–44
Critical
Requires immediate action
Fields / Module27.7
Relationship Complexity58.9
Layout Coverage90.9%
Related Coverage66.7%
Penalty-1
Weighted Assets46
Weighted Depth31
Intensity (WF/Module)1.0
Module Coverage18.8%
Active Workflows13
Penalty-1
Active User Rate28.6%
Admin Accounts5
Authority Observability100.0%
Penalty-8
Backup Penalty-6
Ecosystem Alignment92
Internal Stability53
Capability0
Integrity82
Pre-penalty Score69
Top 3 Actions
1.
MEDIUM
Broken module relationships detected
8 module relationships in your CRM reference targets that no longer exist or aren't accessible.
2.
MEDIUM
Inactive admin accounts detected
1 of your 2 active administrator-capable accounts has shown no recent login activity in the last 90 days.
3.
MEDIUM
CRM and Books invoice overlap detected
Your org uses both Zoho CRM Invoices and Zoho Books Invoices.
Score Breakdown
Contributes 17.7 pts to total
12 core modules, 27 data-bearing total. 915 fields. 90.9% layout coverage. Score reflects verified data only.
Contributes 4.0 pts to total
90 automation assets. active across 32 rule surfaces. 18.8% of modules automated. 41.7% of core modules have automation.
Contributes 15.0 pts to total
Low active user rate with admin access widely distributed, flat role hierarchy.
Contributes 15.8 pts to total
Backup coverage active. Ecosystem alignment: 92. Internal stability: 53.
Dimension Contributions
| Dimension |
Score |
Weight |
Points Contributed |
| Architecture |
59 |
30% |
17.7 |
| Automation |
16 |
25% |
4.0 |
| Governance |
75 |
20% |
15.0 |
| Reliability |
63 |
25% |
15.8 |
| COMPOSITE TOTAL |
52 |
100% |
52 |
Comparative Analysis
No change since the previous assessment on September 19, 2026 (v1.9).
Score holding at 52.
Configuration Changes Since Last Scan
No configuration changes detected since the previous scan.
What Changed Since Your Last Scan
No configuration changes since your last scan on September 19, 2026.
Your CRM configuration is stable this period.
| Area | Added | Removed | Net |
|---|
| Fields |
0 |
0 |
0 |
| Modules |
0 |
0 |
0 |
| Workflows |
0 |
0 |
0 |
| Blueprints |
0 |
0 |
0 |
| Validation Rules |
0 |
0 |
0 |
| Assignment Rules |
0 |
0 |
0 |
| Scoring Rules |
0 |
0 |
0 |
| Custom Functions |
0 |
0 |
0 |
| Users |
0 |
0 |
0 |
| Roles |
0 |
0 |
0 |
| Profiles |
0 |
0 |
0 |
License & Access
| Metric | Current | Prior | Net |
|---|
| Total Users |
7 |
7 |
0 |
| Licensed Seats |
3 |
3 |
0 |
| Active |
2 |
2 |
0 |
| Inactive |
5 |
5 |
0 |
| Dormant |
Not tracked |
Not tracked |
— |
Counts reflect entities added or removed since your previous scan.
Modifications to existing entities are tracked but not shown here.
Findings & Action Plan
Your Atlas score provides a baseline. The real value is in what you
do with it. The findings below are prioritized by severity and
impact — start with the high-priority items and work down.
After making changes, run another Atlas scan to measure your
improvement. Each new assessment shows exactly how your scores have
changed across all four dimensions.
For expert help implementing these recommendations,
contact
hello@niravu.ai
or visit
niravu.tech.
| Finding |
Severity |
Category |
Recommended Action |
| Broken module relationships detected |
MEDIUM
|
Reliability |
8 module relationships in your CRM reference targets that no longer exist or aren't accessible. Review and clean up these broken links in Setup > Customization > Modules to prevent issues with lookups and related lists.
|
| Inactive admin accounts detected |
MEDIUM
|
Governance |
1 of your 2 active administrator-capable accounts has shown no recent login activity in the last 90 days. Dormant admin accounts retain full system access and represent an unmonitored security risk. Review and deactivate accounts that are no longer in use.
|
| CRM and Books invoice overlap detected |
MEDIUM
|
Reliability |
Your org uses both Zoho CRM Invoices and Zoho Books Invoices. Without clear ownership rules, invoice data can become inconsistent across systems. Decide which system is the source of truth for invoicing and disable or limit the other.
|
| Backup scheduled but never completed |
MEDIUM
|
Reliability |
Backups are scheduled but no successful completion is recorded in the past year. This is reducing your Reliability score by 6 points. Check the backup configuration and confirm the next scheduled run completes successfully.
|
| Automation coverage is shallow |
LOW
|
Automation |
Your CRM has automation across 13 modules but only 13 active workflow rules (1.0 per module on average). Adding workflow depth within key modules — particularly Contacts, Deals, and Leads — raises automation reliability and reduces manual process risk.
|
| Low workflow execution activity |
LOW
|
Automation |
Your CRM has 13 active workflow rules, but automation-attributed activity accounts for only 0 of 90 actions in the last 90 days (0.0%). Review whether workflow triggers are configured correctly.
|
| Cross-system module overlap exists |
LOW
|
Reliability |
Your CRM has modules (Cases, Solutions, and CRM Invoices) that overlap with other Zoho products. Document which system owns each entity to avoid data conflicts as your Zoho ecosystem grows.
|
All findings and recommended actions are available in
findings_recommendations_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv for tracking and project
planning (included with this report).
Report Summary
52
Overall Score — Needs Work
12
Core Modules
(39 total)
Strongest dimension: Governance (75/100)
Computed from 2 active users (7 total roster), 3 roles, 3 profiles, and confirmed authority/access indicators.
Biggest opportunity: Automation (16/100)
Derived from 90 automation assets, 32 rule surfaces, and 13 modules with automation signals.
Top 3 Actions
MEDIUM
Broken module relationships detected
MEDIUM
Inactive admin accounts detected
MEDIUM
CRM and Books invoice overlap detected
This assessment is accompanied by a detailed data export package
and system architecture map, included with this report.
When audit log data is available, the export also includes
User Activity (per-user CRM activity summary),
Module Activity (per-module operational activity),
Configuration Changes (admin configuration change
log), and Automation Execution (workflow execution
health summary).
Architecture Analysis
Architecture Score
59/100
12 core modules, 27 data-bearing total. 915 fields. 90.9% layout coverage. Score reflects verified data only.
Sub-Components
| Avg Fields per Module | 27.7 |
| Relationship Complexity | 58.88 |
| Modules with Layouts | 90.9% |
| Modules with Related Lists | 66.7% |
Evidence Counts
22
Modules With Related Lists
260
Low Confidence Matches
See the system architecture map for a visual representation
of your module relationships and data flows (included with this report).
Module & Field Density Summary
This Atlas assessment classified
12 core modules,
15 integration modules,
and 42 system modules.
Average Active Field Density across core modules is
41.6%.
Highest Field Density (Core Modules)
- Tasks — 66.4%
- Calls — 57.1%
- Products — 52.1%
Lowest Field Density (Core Modules with fields > 0)
- Accounts — 23.9%
- Meetings — 25.6%
- Contacts — 26.3%
Of your 2 configured modules,
0 show operational activity
in the last 90 days.
For the complete module inventory including field counts, layout coverage,
related list counts, and AFD values, see
module_inventory_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv in your Atlas Data Export package
(included with this report).
Automation Analysis
Automation Score
16/100
90 automation assets. active across 32 rule surfaces. 18.8% of modules automated. 41.7% of core modules have automation.
Sub-Components
| Total Automation Assets |
90 |
| Active Workflows |
13 |
| Inactive Workflows |
0 |
| Module Automation Coverage |
18.8% |
| Core Module Coverage |
41.7% |
| Rule Surfaces Active |
32 |
Automation Hotspots — Top Modules by Rule Density
| Module |
Total Rules |
Workflows |
Validation Rules |
Blueprints |
| Leads |
5 |
4 |
0 |
1 |
| Deals |
5 |
5 |
0 |
0 |
| Contacts |
2 |
2 |
0 |
0 |
| Appointments__s |
0 |
0 |
0 |
0 |
| Accounts |
0 |
0 |
0 |
0 |
| Campaigns |
0 |
0 |
0 |
0 |
| Services__s |
0 |
0 |
0 |
0 |
| zohosign__ZohoSign_Documents |
2 |
2 |
0 |
0 |
| Calls |
1 |
0 |
1 |
0 |
| Events |
0 |
0 |
0 |
0 |
| Products |
0 |
0 |
0 |
0 |
| Tasks |
1 |
0 |
0 |
1 |
| Vendors |
0 |
0 |
0 |
0 |
A complete inventory of all 56
automation assets including names, modules, and status is available in
automation_inventory_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv (included with this report).
Automation Inventory Summary
Atlas catalogued 56
automation assets including
13 workflows, 17 custom functions, 13 custom buttons, and 13 email templates.
Most-Automated Modules
- Leads — 15 assets
- Contacts — 12 assets
- Deals — 10 assets
- zohosign__ZohoSign_Documents — 3 assets
- Accounts — 3 assets
0.8 workflows per custom function.
For the complete automation inventory with asset names, modules, and status,
see automation_inventory_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv in your Atlas Data Export
package (included with this report).
Reliability Analysis
Reliability Score
63/100
Backup coverage active. Ecosystem alignment: 92. Internal stability: 53.
Backup Details
| Backup Owner |
Samantha Lee |
Sub-Components
| Internal Stability |
53 |
| Capability Score |
0 |
| Integrity Score |
82 |
| Ecosystem Alignment |
92 |
| Pre-Penalty Score |
69 |
| Backup |
Configured (no completions)
, −6 pts penalty
|
Backup verification recommended.
Atlas confirms that Zoho CRM Backup is configured and scheduled.
We recommend independently verifying that backups are being downloaded
regularly, stored securely, and that restoration procedures have been tested.
41 configuration changes
were made across 7 areas.
Ecosystem Signals Contributing to Reliability
Products checked but not detected: Zoho Analytics, Zoho Notebook, Zoho Subscriptions, Zoho Survey
Ecosystem & Integrations
Connected Zoho Products
| Product |
Confidence |
Detection Method(s) |
|
Zoho Bookings
|
HIGH
|
Integration Managed Module
Related List
|
|
Zoho Books
|
HIGH
|
Parent Module
Related List
|
|
Zoho Sign
|
HIGH
|
Namespace Prefix
Related List
|
|
Zoho SalesIQ
|
MEDIUM
|
Field Fingerprint
Related List
|
Marketplace & Third-Party Extensions
| Extension |
Namespace |
Confidence |
Modules |
|
MARKETPLACE
crmhealthcheck
|
crmhealthcheck |
LOW
|
|
Products Checked But Not Detected
The following products were scanned for but show no evidence of integration in this instance:
Zoho Analytics
Zoho Notebook
Zoho Subscriptions
Zoho Survey
Governance Analysis
Governance Score
75/100
Low active user rate with admin access widely distributed, flat role hierarchy.
Sub-Components
| Active User Rate |
28.6% |
| Admin-Capable Users |
5 |
| Authority Observability |
100.0 |
5 inactive user(s) detected.
Review and deactivate unused accounts to reduce security exposure and license costs.
Of your 0 active users,
0 have recorded CRM
activity in the last 90 days
(0.0% engagement).
Activity is distributed across the team.
See the user activity export for individual detail.
Role Hierarchy
| Role Name |
Reports To |
| CEO |
(Top level) |
| Manager |
(Top level) |
| Sales |
(Top level) |
License Utilization
Edition: zohooneenterprise · Renewal: 2026-10-16T20:00:00-04:00
User Access Matrix
| # | Name | Email | Role | Profile | Status |
|---|
| 1 |
Samantha Lee |
slee@datapulsesol.com |
CEO |
Administrator |
active
|
| 2 |
Pam Adams |
info@datapulsesol.com |
Sales |
Sales Team |
active
|
Active users only. Administrators listed first, then grouped by profile, then sorted by last name.
5 inactive user accounts not shown.
For the complete user roster including inactive accounts, see
user_matrix_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv in your Atlas Data Export package
(included with this report).
Data Model
Core CRM Modules (12)
| # |
Module |
API Name |
Fields |
Related Lists |
Layouts |
| 1 |
Leads |
Leads |
68 |
9 |
1 |
| 2 |
Contacts |
Contacts |
61 |
15 |
2 |
| 3 |
Accounts |
Accounts |
43 |
14 |
1 |
| 4 |
Deals |
Deals |
41 |
12 |
1 |
| 5 |
Meetings |
Events |
37 |
0 |
1 |
| 6 |
Visits |
Visits |
35 |
0 |
1 |
| 7 |
Products |
Products |
33 |
13 |
1 |
| 8 |
Campaigns |
Campaigns |
30 |
10 |
3 |
| 9 |
Calls |
Calls |
28 |
0 |
1 |
| 10 |
Vendors |
Vendors |
26 |
9 |
1 |
| 11 |
Tasks |
Tasks |
21 |
0 |
1 |
| 12 |
Price Books |
Price_Books |
15 |
1 |
1 |
Integration & Extension Modules (15)
| # |
Module |
API Name |
Fields |
Related Lists |
Layouts |
Type |
| 1 |
Health Checks |
crmhealthcheck__Health_Check_Histories |
68 |
6 |
1 |
Integration |
| 2 |
Zoho Sign Documents |
zohosign__ZohoSign_Documents |
34 |
8 |
1 |
Integration |
| 3 |
Appointments |
Appointments__s |
32 |
1 |
1 |
Integration |
| 4 |
Invoices |
CustomModule5001 |
30 |
6 |
1 |
Integration |
| 5 |
Estimates |
CustomModule5002 |
29 |
6 |
1 |
Integration |
| 6 |
Sales Orders |
CustomModule5004 |
28 |
6 |
1 |
Integration |
| 7 |
Functions |
Functions__s |
27 |
0 |
0 |
Integration |
| 8 |
Zoho Sign Recipients |
zohosign__ZohoSign_Recipients |
26 |
6 |
1 |
Integration |
| 9 |
Services |
Services__s |
26 |
1 |
1 |
Integration |
| 10 |
Purchase Orders |
CustomModule5003 |
22 |
6 |
1 |
Integration |
| 11 |
Zoho Sign Document Events |
zohosign__ZohoSign_Document_Events |
20 |
6 |
1 |
Integration |
| 12 |
Multi-Currencies |
Currency__s |
16 |
0 |
1 |
Integration |
| 13 |
Appointments Rescheduled History |
Appointments_Rescheduled_History__s |
13 |
0 |
1 |
Integration |
| 14 |
Stage History |
DealHistory |
12 |
0 |
1 |
Integration |
| 15 |
Team Selling |
Team_Selling__s |
10 |
0 |
1 |
Integration |
42 system and framework module(s) not shown (no user-configurable fields).
1 user-facing module(s) have no configured layouts.
Consider adding layouts to improve data entry consistency.
Functions__s
For the complete field-level inventory across all
27 modules, see
field_inventory_demo_datapulsesolutions_2026-09-20_7ccc83a7.csv in your Atlas Data Export package
(included with this report).
Average Field Density (AFD)
49.9%
Overall AFD (measured)
Field Density by Module — All Modules
| Module | AFD | Band | Populated | Total Fields |
|---|
| Account |
23.9% |
Sparse |
7 |
30 |
| Meeting |
25.6% |
Sparse |
5 |
19 |
| Contact |
26.3% |
Sparse |
10 |
39 |
| Lead |
34.8% |
Sparse |
16 |
46 |
| Health Check |
36.4% |
Sparse |
21 |
59 |
| Zoho Sign Document Events |
43.2% |
Low |
5 |
11 |
| Zoho Sign Document |
46.3% |
Low |
10 |
22 |
| Deal |
46.8% |
Low |
25 |
26 |
| Zoho Sign Recipient |
49.2% |
Low |
8 |
17 |
| Product |
52.1% |
Low |
11 |
22 |
| Call |
57.1% |
Low |
14 |
15 |
| Task |
66.4% |
Acceptable |
8 |
12 |
| Estimate |
68.5% |
Acceptable |
14 |
20 |
| Invoice |
72.6% |
Acceptable |
15 |
21 |
| Stage History |
100.0% |
Healthy |
1 |
1 |
| Visits |
— |
Not measured |
— |
35 |
| Appointments |
— |
Not measured |
— |
32 |
| Campaigns |
— |
Not measured |
— |
30 |
| Sales Orders |
— |
Not measured |
— |
28 |
| Functions |
— |
Not measured |
— |
27 |
| Vendors |
— |
Not measured |
— |
26 |
| Services |
— |
Not measured |
— |
26 |
| Purchase Orders |
— |
Not measured |
— |
22 |
| Multi-Currencies |
— |
Not measured |
— |
16 |
| Price Books |
— |
Not measured |
— |
15 |
| Appointments Rescheduled History |
— |
Not measured |
— |
13 |
| Team Selling |
— |
Not measured |
— |
10 |
AFD requires per-field record-level data. Modules marked
Not measured exist in the schema but didn't have record
sampling enabled in this scan — rerun with broader sampling to
measure their density.
Entity Relationship Map
Isolated Modules (No Relationships)
DealHistory
Functions__s
Team_Selling__s
Appointments_Rescheduled_History__s
Currency__s
Core Modules
| Module |
Related Lists |
Connected % |
| Contacts |
15 |
26.9% |
| Accounts |
14 |
30.8% |
| Products |
13 |
30.8% |
| Deals |
12 |
23.1% |
| Campaigns |
10 |
26.9% |
| Leads |
9 |
19.2% |
| Vendors |
9 |
19.2% |
| Price_Books |
1 |
3.8% |
Integration & Extension Modules
| Module |
Related Lists |
Connected % |
| zohosign__ZohoSign_Documents |
8 |
19.2% |
| CustomModule5001 |
6 |
11.5% |
| CustomModule5002 |
6 |
11.5% |
| CustomModule5004 |
6 |
11.5% |
| CustomModule5003 |
6 |
11.5% |
| zohosign__ZohoSign_Recipients |
6 |
11.5% |
| crmhealthcheck__Health_Check_Histories |
6 |
11.5% |
| zohosign__ZohoSign_Document_Events |
6 |
11.5% |
| Services__s |
1 |
3.8% |
| Appointments__s |
1 |
3.8% |
Layout Coverage
1
Modules without Layouts
Core Modules
| Module |
API Name |
Layouts |
| Leads |
Leads |
1 |
| Contacts |
Contacts |
2 |
| Accounts |
Accounts |
1 |
| Deals |
Deals |
1 |
| Meetings |
Events |
1 |
| Visits |
Visits |
1 |
| Products |
Products |
1 |
| Campaigns |
Campaigns |
3 |
| Calls |
Calls |
1 |
| Vendors |
Vendors |
1 |
| Tasks |
Tasks |
1 |
| Price Books |
Price_Books |
1 |
Integration & Extension Modules
| Module |
API Name |
Layouts |
| Health Checks |
crmhealthcheck__Health_Check_Histories |
1 |
| Zoho Sign Documents |
zohosign__ZohoSign_Documents |
1 |
| Appointments |
Appointments__s |
1 |
| Invoices |
CustomModule5001 |
1 |
| Estimates |
CustomModule5002 |
1 |
| Sales Orders |
CustomModule5004 |
1 |
| Zoho Sign Recipients |
zohosign__ZohoSign_Recipients |
1 |
| Services |
Services__s |
1 |
| Purchase Orders |
CustomModule5003 |
1 |
| Zoho Sign Document Events |
zohosign__ZohoSign_Document_Events |
1 |
| Multi-Currencies |
Currency__s |
1 |
| Appointments Rescheduled History |
Appointments_Rescheduled_History__s |
1 |
| Stage History |
DealHistory |
1 |
| Team Selling |
Team_Selling__s |
1 |
1 user-configurable module(s) have no layouts configured
and use the system default layout.
Functions
Module Reference
Detailed reference for each core CRM module, organized by complexity level.
Level 1 (High Complexity) provides full field and automation detail.
Level 2 shows summary cards. Level 3 is condensed.
Level 2 — Medium Complexity
Modules with 20–49 fields and 3–9 automation assets
Leads
API: Leads
68 fields
(11 custom)
·
9 related lists ·
1 layout ·
5 automation
· AFD 34.8%
Accounts
API: Accounts
43 fields
(3 custom)
·
14 related lists ·
1 layout ·
5 automation
· AFD 23.9%
Deals
API: Deals
41 fields
(9 custom)
·
12 related lists ·
1 layout ·
5 automation
· AFD 46.8%
Campaigns
API: Campaigns
30 fields
(8 custom)
·
10 related lists ·
3 layouts ·
3 automation
· AFD None%
Level 3 — Low Complexity
Modules with under 20 fields or limited automation
| Module | API Name | Fields | Related Lists | Layouts | Automation |
|---|
| Contacts |
Contacts |
61 |
15 |
2 |
2 |
| Meetings |
Events |
37 |
0 |
1 |
1 |
| Visits |
Visits |
35 |
0 |
1 |
0 |
| Products |
Products |
33 |
13 |
1 |
1 |
| Calls |
Calls |
28 |
0 |
1 |
1 |
| Vendors |
Vendors |
26 |
9 |
1 |
1 |
| Tasks |
Tasks |
21 |
0 |
1 |
1 |
| Price Books |
Price_Books |
15 |
1 |
1 |
0 |
Glossary
| Term | Definition |
|---|
| AFD |
Average Field Density — percentage of defined fields that contain data across sampled records. Target: 60–80%. |
| Atlas Data Export Package |
A downloadable ZIP archive containing CSV files and an XLSX workbook with the detailed inventories behind your Atlas assessment: Module Inventory, Field Inventory, Picklist Values, Automation Inventory, User Matrix, and Findings & Recommendations. When audit log data is available, the package also includes User Activity, Module Activity, Configuration Changes, and Automation Execution CSVs. Open the XLSX in Excel or Google Sheets, or use the individual CSVs for scripting and imports. Available on the Enterprise plan. |
| Automation Asset |
Any configured automation: workflow rules, custom functions, buttons, validation rules, email templates, scoring rules, assignment rules, blueprints, approval processes, scheduled functions, client scripts, and macros. |
| Blueprint |
A guided process enforcing a defined sequence of stages and transitions for a module’s records. |
| Composite Score |
Weighted average of four dimension scores (Architecture 30%, Automation 25%, Governance 20%, Reliability 25%). Range: 0–100. |
| Data Surface |
A specific configuration category Atlas reads during assessment (e.g., workflow rules, field definitions, user accounts). |
| Dimension |
One of four scoring categories: Architecture, Automation, Governance, Reliability. |
| Finding |
A specific observation about CRM configuration with assigned severity, confidence, and priority score. |
| Layout |
A page layout controlling which fields are visible and how they are organized for a module. |
| Module |
A data entity in Zoho CRM (e.g., Leads, Contacts, Deals). Can be system-defined or custom-created. |
| Profile |
A permission set determining what features and data a user can access. |
| Recommendation |
An actionable next step derived from findings, with title, summary, severity, and affected areas. |
| Related List |
A configured connection between two modules allowing viewing of associated records. |
| Role |
A position in the organizational hierarchy determining data visibility. |
| Scan Coverage |
Percentage of CRM configuration surfaces successfully read. Higher is better. |
| Score Band |
Qualitative label for the composite score range (e.g., Strong, Developing, Needs Work). |
| Sharing Rule |
Configuration extending data visibility beyond the role hierarchy. |
| Territory |
Geographic or functional segmentation used to distribute records across teams. |
| Workflow Rule |
Automation triggering actions (emails, field updates, tasks, function calls) on record events. |
| Active Last 30 Days |
Number of licensed users who logged in to the CRM in the past 30 days. Lower bound on real seat utilisation. |
| Active User Rate |
Percentage of users with status “active”. Inactive accounts retain configuration but cannot log in. |
| Admin-Capable Users |
Count of users whose role/profile grants administrator privileges across the CRM. Smaller is better for security posture. |
| Authority Observability |
Coverage measure of role + profile + sharing-rule visibility. High score = the access model is fully discoverable. |
| Automation Assets |
Total count of automations configured: workflows, validation rules, blueprints, custom functions, buttons, scoring rules, etc. |
| Connected % |
Per-module: percentage of all data-bearing modules that this module is related to via a configured related list. |
| Core Modules |
User-configurable CRM modules with at least one defined field. Excludes Zoho-internal framework modules and integration shells. |
| Data-Bearing Modules |
Core modules + integration modules — every module that carries actual configuration. Excludes empty system modules. |
| Dependency Edges |
Count of relationships in the architecture graph: lookups, related lists, and module-to-module references. |
| Fields |
Total count of field definitions across all modules. Includes system, custom, formula, lookup, and rollup fields. |
| Graph Edges |
Synonym for Dependency Edges — relationships in the architecture map between modules. |
| Licensed Total Users |
Total user accounts that consume a CRM seat. Includes both active and inactive users. |
| Low-Confidence Matches |
Integration or relationship signals where Atlas detected evidence but cannot fully verify the association — surfaced for review. |
| Missing Edges |
Expected module relationships (based on schema patterns) that are not present in the configured related-list graph. |
| Module Automation Coverage |
Percentage of modules that have at least one automation asset configured against them. Higher = more of the CRM is actively orchestrated. |
| Related Lists |
Count of configured module-to-module relationships across the system. |
| Risk Dormant Admins |
Admin-capable users who have not logged in for 60+ days. Each is a security exposure that should be reviewed. |
| Roles |
Total positions in the organisational hierarchy that govern data visibility. |
| Rule Surfaces |
Count of distinct automation surfaces in use (workflow rules, validation rules, blueprints, layout rules, custom buttons, etc.). |
| Unused 60+ Days |
Licensed users who have not logged in for 60 days or more. Strong candidates for deactivation to free seats and reduce risk. |
| Users |
Total CRM user accounts. The Active / Inactive split is shown alongside in the Governance Analysis section. |
Thank You
Thank you for using Niravu Atlas. Your system assessment is a
starting point — not a verdict. Use the findings and
recommendations in this report to guide your next steps, and run
another scan after making changes to track your progress.
Run Another Scan →