Skip to content

Timeliness

Timeliness measures whether date and datetime fields contain recent, up-to-date values. It answers the question: “Is this data still fresh?”

For each date field, the Timeliness strategy:

  1. Reads the date/datetime value
  2. Calculates the age (difference between the value and the current date)
  3. Compares the age against the configured freshness window
  4. Marks values older than the window as “stale”

The Defaults section controls global timeliness options:

SettingDescription
Freshness ThresholdThe Default Freshness Window in days — records older than this threshold are considered stale.
Null HandlingTreat null dates as stale — when enabled, records with no date value count as stale data.
Overdue TrackingEnable overdue tracking by default. Flags records past their expected date. (PRO)
Operational RangeEnable operational range validation by default. Checks whether dates fall within an acceptable time span. (PRO)

The Field Overrides table lists each date field with its current threshold, overdue, and window settings.

Timeliness configuration with Defaults (Freshness Threshold, Null Handling, Overdue Tracking, Operational Range) and Field Overrides table

Click on a field in the Field Overrides table to open its configuration modal. You can set a custom Freshness Threshold (in days), toggle Null Handling, Overdue Tracking, and Operational Range independently from the global defaults. Use the Revert to Global link to reset the field back to global settings.

Different date fields may have different freshness requirements:

Field ExampleRecommended Window
LastActivityDate7 days
LastModifiedDate30 days
Contract_End_Date__c90 days
Annual_Review_Date__c365 days

Per-field configuration modal for ClosedDate with Freshness Threshold, Null Handling, Overdue Tracking, and Operational Range

ResultScore
All dates within window100
Some stale datesProportional to fresh percentage
All dates stale0
No data0
  • Monitor whether sales reps are keeping opportunity dates current
  • Track stale contacts that haven’t been updated recently
  • Ensure compliance-related dates are being maintained
  • Identify “dead” records that may need cleanup or archival