Part B · The screens
B.6Pipeline hygiene
What the data-quality rules found on the CRM copy: stuck deals, deals with no next step, records owned by people who left, contacts who left or bounced, and likely duplicates. People fix the records in Nutshell; a flag closes on the next run.
- No.
- B.6
- Dashboard address
- /hygiene
What you can do here
Each core task, and how many clicks it takes from this screen.
| Task | Clicks | How |
|---|---|---|
| See every open flag | 1 | Pipeline hygiene in the sidebar: highest severity first, with what each rule saw in words. |
| Show one kind of flag | 2 | Pipeline hygiene → the chip (Stuck deal, No next step, Former owner, Left or bounced, Possible duplicate). |
| Open the record behind a flag | 2 | Pipeline hygiene → the record's name: its Account 360. |
How it works behind the scenes
- The rules run with every review of the CRM and again after each sync. No AI model is involved in most flags: a stuck deal is 60 or more days with no activity, note or contact; a missing next step is an open deal with no open task; a former owner is a record owned by a disabled Nutshell user.
- People who left or bounced come from the notes ("she has moved on", "mail returned"), quoted as evidence, and from the e-mail checks.
- Likely duplicates compare company names and web domains, and people's names, e-mails and phones; the pair is shown with what matched. Merging is done by a person in Nutshell.
- Each flag records the rule and its version, and is read as the signed-in person: a rep sees only their own records.
- The screen is read-only: flags never change Nutshell.
Rules and switches that apply here
- Severity is higher for late-stage deals (proposal, negotiation), so the list starts with the deals closest to money.
- A flag closes by itself once the record is fixed in Nutshell and the next run no longer finds the problem.
The tables behind it
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ai.hygiene_flags | One open flag per record and problem (stuck deal, missing next step, former owner, bad email, duplicate), with severity, details and the rule version. | 10 |
| ai.duplicate_candidates | Pairs of records that look like the same company or person, with the score and what matched. | 10 |
The screen
localhost:13301/hygiene
1 / 3Pipeline hygiene: every open flag (live counts, synthetic data).
- 1One chip per kind of flag, with counts.
- 2The flag.
- 3What the rule saw, in words.
Dashboard · Pipeline hygiene, every open flag. Captured from the running POC on September 25, 2026; synthetic data.
Not yet
- Fixes happen in Nutshell, by people: the screen detects and explains, it doesn't edit records.
See it live
Opens the screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| Pipeline hygiene | DMA AI dashboard | Pick a chip; click a record for its Account 360. |