Been noticing something and want to know if it’s just me or everyone.

Every team I’ve talked to that runs reporting off their CRM seems to keep a second version of the truth somewhere. A spreadsheet, usually. The CRM report says one thing, but when it actually matters: board meeting, forecast, leadership review, someone rebuilds the numbers by hand because nobody fully trusts what comes out of the system

which is kind of strange when you think about it. You’re paying for the CRM to be the source of truth and then maintaining a shadow copy anyway

For anyone living in this: what’s the thing that actually kills your trust in the number: dupes, stale data, stages nobody updates? And has anyone here gotten to where the CRM number is the one they trust, without rebuilding it on the side?

not looking for tool recommendations, more curious whether this shadow-spreadsheet thing is universal or if I’ve just been talking to the wrong people.