SQL Collections
CRM SQL collections by base type
Each collection groups editable query templates, validation guidance, and operational context around a single CRM base type. Open one to load templates into the editor.
- Collection
Master Data
Canonical records describing people, accounts, and entities — the source of truth that every downstream CRM workflow depends on.
Deduplication auditsOpt-in validationRecord consolidationOpen collection - Collection
Engagement
Behavioral signals — opens, clicks, sessions — used to score interest over time.
Engagement scoringDormancy detectionRe-engagement triggersOpen collection - Collection
Orders
Order and line-item facts — the foundation for revenue, RFM, and purchase-frequency logic.
Recent buyersRepeat purchaseHigh-value cohortsOpen collection - Collection
KPI & Reporting
Aggregated metrics — reach, frequency, conversion — for operational dashboards.
Campaign reachFunnel conversionAudience growth trackingOpen collection - Collection
Retention
Cohorted retention curves and churn signals across the customer lifecycle.
Cohort retentionChurn prediction inputsOpen collection - Collection
Data Quality
Continuous checks that keep the CRM trustworthy — completeness, freshness, consistency.
Freshness monitoringCompleteness checksOpen collection - Collection
Audience
Reusable audience definitions and segmentation logic.
Segment buildingLookalike seedsOpen collection - Collection
Tracking
Raw event capture from web, app, and email.
Event QASource attributionOpen collection - Collection
Campaigns
Campaign metadata and send history.
Send volume auditsChannel mix reportingOpen collection - Collection
Transactions
Financial events at the transaction grain.
Refund analysisAOV trackingOpen collection - Collection
Loyalty
Tiering, points, and loyalty redemption logic.
Tier upgradesPoints expirationOpen collection - Collection
Suppression
Opt-out, bounce, and suppression lists.
Send-time exclusionReputation protectionOpen collection - Collection
Journeys
Multi-step lifecycle journeys and their state.
Stalled journey detectionStep conversionOpen collection - Collection
Mobile
Push, in-app, and device-level signals.
Push opt-in auditsDevice-level dedupeOpen collection - Collection
Email
Email send, delivery, and engagement facts.
Deliverability monitoringRe-engagementOpen collection - Collection
Analytics
Cross-domain analytical queries that span multiple base types.
Lifetime valueChannel attributionOpen collection