🎯 What is the Purpose of AI CRM Filling Analytics?
Measure the coverage of CRM fields applied to calls.
Evaluate the push rate of these fields into your CRM.
Identify improvement opportunities to increase your push rate.
💡Reminder: the AI CRM Filling feature is only available for Salesforce and Hubspot CRMs.
To access the AI CRM Filling Analytics, go to the Analytics tab in Modjo and click on AI CRM Filling.
📊 What Data is Displayed?
At the top of the report, you will find two key metrics:
Total eligible fields: the number of fields for which Modjo is able to send data to your CRM.
Average push rate: the ratio between the number of fields actually pushed to your CRM and the number of fields Modjo should have attempted to push.
A detailed table then presents, for each field:
The field name – this column also shows the field type (text, number, etc.), the associated object, and the related template.
Clicking on the template name will redirect you directly to the template editor.
The sync type (manual or automatic).
The number of eligible fields: total occurrences where Modjo was expected to detect data for the field.
The following columns show the distribution of eligible fields:
Push rate (“pushed”): percentage of eligible fields successfully pushed to your CRM.
“Empty” rate: percentage where the AI did not detect any value when the model was applied.
“No CRM Link” rate: percentage of fields that could not be pushed because the call wasn’t linked to the appropriate CRM object. For example, if you have a "Product Feedback" field linked to the "Opportunity" object, but no opportunity was created for the account, Modjo won’t be able to push the data. Learn more [here] about managing CRM associations.
“Pending” rate: shown only for fields set to manual push. It indicates the percentage of eligible fields where data was detected but not yet validated by the sales rep.
“Other” rate: captures less common reasons why data couldn’t be pushed, such as:
CRM validation rules blocking the push
Exceeding character limits defined in the CRM field
Deleted call
The call is not linked to a standard CRM object (contact, account, opportunity, lead)
💡The data in this tab is updated every 24 hours. The report shows the date of the latest update.
If you don’t see the data for a template you have recently published or a field you recently added to an existing template, it might be linked to this update delay. You can check this information in the left menu of the report under the filters.
🔄 Key Points to Keep in Mind
Data is only shown for fields included in published templates.
If a template is in draft or unpublished, you won’t see data in the report.
Data is updated based on your settings:
Changing sync type: if you switch a field from “manual” to “automatic”, it will appear as “automatic” in the sync type column. However, data will be aggregated from the time the template was published. To focus only on recent changes, use the date filter.
Deleting a field from a template: once a field is deleted, its data will no longer be shown in the report.
⚠️ Exception: if you change the CRM field linked to a template field, data will only be kept for the new CRM field.
Example: if you initially targeted the “Signature Date” field but decide to switch to “Closing Date,” only data linked to the new “Closing Date” field will be retained.
🧩 Data Filtering Options
You can personalize your analysis using the following filters:
Custom time period (with comparison to the equivalent previous period, e.g., this month vs. last month)
Template
CRM fields
Field type (text, number, etc.)
Push type (manual or automatic)
💡 More details about time period filters
If you select one of the preset time period filter here is how it works:
This week: from Monday up until the day of today (depending on where the last sync. happened)
Last week: from Monday the week before to Sunday the week before this week.
Same goes for "month", "quarter" and "year" default filters.
If you apply incompatible filters, your table may appear empty. In that case, try resetting the filters.
🧠 How to Use and Interpret This Data?
1. Identify Fields Where CRM Filling Can Be Optimized
As an AI CRM Filling user, your goal is to maximize the push rate of fields in your CRM.
A good way to identify effective fields is to sort the table by descending order on the “pushed” column.
To spot underperforming fields, sort the “pushed” column in ascending order.
Once identified, use the other columns ("Empty", "No CRM Link", "Pending", and "Other") to pinpoint improvement actions.
2. Act on the Causes of CRM Push Failures
a. “Empty” Cases
A high “empty” rate means the AI didn’t detect a value for a field when it should have. Possible causes include:
The prompt is unclear or misunderstood by the AI. Adjust the prompt and test it thoroughly from your template settings.
The template applies to too many calls. This can happen if you haven’t refined the targeting criteria of your template using teams, tags, or advanced filters. For example, let’s say you want to populate a “Signature Date” field, but in your sales process, that date is only mentioned during the negotiation call of an opportunity. If your template is applied broadly to all calls, the AI may often fail to find any mention of that date. The best way to address this is to narrow down the targeting of your template.
Reps aren’t mentioning the relevant info. Let’s go back to the “Signature Date” example above. One reason the AI might not detect any data is simply because that information was never mentioned during the conversation. In this case, a high “Empty” rate could indicate a need to train your sales reps to ask the right questions in order to collect the key information required to fill your CRM fields.
b. “No CRM Link” Cases
When the “No CRM Link” rate is high, it means that a significant number of calls made with Modjo are not linked to the CRM objects targeted by your AI CRM Filling templates. To reduce this type of error, you can:
Manually link the call to the missing CRM object directly from the call review page. More information on how to do this can be found [here].
Review your CRM processes to ensure that contact, account, and opportunity creation is clearly defined and consistently followed. Are contacts properly created in the CRM before a call? When exactly is an opportunity created in relation to the call?
Raise awareness among your teams about the importance of linking their Modjo calls to CRM objects — no link means no data gets pushed!
c. “Pending” Cases
As a reminder, this only applies to fields set to manual validation. If the “Pending” rate is high, it means your sales reps are not clicking the “Send to CRM” button from the call review page when Modjo detects data to push.
In these situations, your best levers are awareness and training. You can, for example:
Engage managers and highlight the importance of AI CRM Filling so they ensure their team members validate the information in Modjo (e.g., during 1:1 meetings).
Organize training sessions for your teams to explain the value of validating AI CRM Filling fields and show them how to do it directly in the platform.
d. “Other” Cases
As previously mentioned, the “Other” category includes a variety of reasons:
CRM validation rules blocking the data push
Field character limits being exceeded, based on your CRM settings
The call was deleted
The call is not linked to a CRM object (outside standard objects like contact, account, opportunity, or lead)
You won’t be able to see the detailed breakdown of these “Other” reasons directly in the AI CRM Filling table. If you need more information, reach out to your Modjo account manager — they’ll help you identify the cause and suggest potential solutions (e.g., adjusting your CRM’s validation rules).
🧑🤝🧑 Who Has Access to AI CRM Filling Analytics?
The AI CRM Filling Analytics view is available only to administrators and managers, the same roles who can create and edit AI CRM Filling templates.