Client Master Dashboard

Built by Aditya Pratap (LedgerLab) from a messy 70-record client list, 26 duplicates merged, GSTINs validated, cities standardized. See the same file in our case study.

70
rows received
44
unique clients after merging
26
duplicate rows merged
15
rows needing manual review

Before vs after

A 70-record client master, the same person recorded under different spellings, cities and GSTINs.

Before (raw CSV)

  • 59 distinct name variants for ~44 people
  • "lucknow ", "LUCKNOW", "Lucknow" as different cities
  • GSTINs with XXXX placeholders
  • Names missing spaces ("Nehaverma")
  • Same client appearing up to 3 times

After (cleaned master)

  • 44 unique client records, IDs preserved
  • City names standardized (5 cities)
  • 10 malformed GSTINs quarantined
  • 5 possible duplicates left for human review
  • 26-row merge log: every merge traceable
  • No person deleted without a trail

Clients by city

Unique clients after standardization.
Agra
12
Bareilly
10
Jhansi
10
Lucknow
8
Kanpur
4

Merge log

26 duplicate rows folded into their canonical records: nothing silently removed.
Merged IDClient nameAction
C1035Arjun Chauhanmerged into C1034
C1037Sunita Chauhanmerged into C1036
C1011Vikash Vermamerged into C1012
C1040Vikash Sharmamerged into C1039
C1032Suresh Yadavmerged into C1031
C1024Vikash Singhmerged into C1023
C1008Rohit Agarwalmerged into C1009
C1043Arjun Sharmamerged into C1042
C1048Nitin Singhmerged into C1046
C1061Suresh Mishramerged into C1060
C1015Neha Pandeymerged into C1016
C1045Kavita Pandeymerged into C1044
C1003Neha Vermamerged into C1002
C1025Manoj Agarwalmerged into C1027
C1058Suresh Mishramerged into C1057
C1056Vikash Yadavmerged into C1055
C1007Amit Agarwalmerged into C1006
C1028Rohit Tiwarimerged into C1029
C1062Suresh Mishramerged into C1060
C1047Nitin Singhmerged into C1046
C1051Sunita Guptamerged into C1052
C1020Pooja Vermamerged into C1021
C1050Nitin Vermamerged into C1049
C1026Manoj Agarwalmerged into C1027
C1022Pooja Vermamerged into C1021
C1014Neha Pandeymerged into C1016

Full client master

All 44 unique client records.
Client IDNamePhoneGSTINCity
C1006Amit Agarwal+91 603082462809EQYQS0931ACZIBareilly
C1070Amit Gupta+91 883873716709EXEHX598XXXXUJhansi
C1053Amit Pandey+91 887180334009ABASL4185ROZ0Bareilly
C1019Amit Singh+91 936671276809MNXQG6450PRZXLucknow
C1034Arjun Chauhan+91 841485253809OFHEN7938YHZSJhansi
C1042Arjun Sharma+91 920297299709FCDMP3420PUZDKanpur
C1038Arjungupta+91 974395755109XUGAK6529JEZNJhansi
C1017Kavita Agarwal+91 965075291709RVMDF2138Z5Z9Agra
C1044Kavita Pandey+91 882001826309HXGBR0516T3Z9Kanpur
C1066Kavita Sharma+91 993141705809PSLQI9243WOZ5Lucknow
C1018Kavitaagarwal+91 965075291709ERGHC2581KPZXAgra
C1027Manoj Agarwal+91 989078666609BFMOW5112KMZLLucknow
C1010Manoj Gupta+91 978657975409VPJWQ4777YHZ9Bareilly
C1016Neha Pandey+91 797114710409UJPBR2276KSZTBareilly
C1002Neha Verma+91 918159083009VMQVJ9340OLZKAgra
C1001Nehaverma+91 918159083009GHKGW2650EAZEAgra
C1046Nitin Singh+91 934839548609PMDCE5651Z2Z6Jhansi
C1049Nitin Verma+91 979868282809PGSIT8355BMZLJhansi
C1021Pooja Verma+91 846563212209QOOHZ1322QGZ3Agra
C1041Priya Sharma+91 637265167609LOYFE0082UZZFJhansi
C1054Priya Sharma+91 780175989809FEAZH2711UJZRBareilly
C1068Rajesh Yadav+91 908312402309FMUHO2899UCZWBareilly
C1067Rajeshyadav+91 908312402309DUKLD6616UBZXBareilly
C1009Rohit Agarwal+91 821993518109UGCTE5449SIZALucknow
C1013Rohit Chauhan+91 952760189509KDKAK5613WAZSAgra
C1030Rohit Gupta+91 981590139609YMBMB7104GEZVBareilly
C1004Rohit Mishra+91 931860913909CEMSB6044UOZFAgra
C1029Rohit Tiwari+91 931372159009JZNCB7358OMZUAgra
C1033Rohit Verma+91 947280385209HNCUB788XXXXGJhansi
C1005Rohitmishra+91 931860913909WZTMY5724XJZCAgra
C1064Shalini Sharma+91 940242646209BWYLK9874TBZ0Jhansi
C1059Shalini Verma+91 942731672309HXGFX536XXXXYLucknow
C1069Shalini Yadav+91 834782450409XKFOO4932K3ZPLucknow
C1065Sunita Chauhan+91 751402614009GWCSJ2608GSZDBareilly
C1036Sunita Chauhan+91 993363387509BDAPH7504HHZDLucknow
C1052Sunita Gupta+91 990222791809SVKXA0324T1Z0Agra
C1063Sunita Tiwari+91 965894811309UCYUU4712DNZSAgra
C1060Suresh Mishra+91 656355150509PQWAA6394ZNZZBareilly
C1057Suresh Mishra+91 675136134109XZPWR0667C2ZLJhansi
C1031Suresh Yadav+91 957117777409KIJAX910XXXX3Lucknow
C1039Vikash Sharma+91 735379907509REURC264XXXX0Kanpur
C1023Vikash Singh+91 792440268509AARJO4537QPZ9Jhansi
C1012Vikash Verma+91 994875749109IDWLH7760FAZ5Kanpur
C1055Vikash Yadav+91 887838483709TUSOT8732ACZDAgra
44 of 44 rows

Needs manual review

15 rows we refused to decide alone: malformed GSTINs and possible duplicates for a human to confirm.
IDNamePhoneGSTINCityReason
C1031Suresh Yadav+91 957117777409KIJAX910XXXX3LucknowMalformed GSTIN
C1039Vikash Sharma+91 735379907509REURC264XXXX0KanpurMalformed GSTIN
C1011Vikash Verma+91 994875749109OIMGG191XXXXQKanpurMalformed GSTIN
C1004Rohit Mishra+91 931860913909CEMSB6044UOZFAgraPossible duplicate of C1005: name needs review
C1040Vikash Sharma+91 735379907509NNAYZ536XXXX1KanpurMalformed GSTIN
C1008Rohit Agarwal+91 821993518109CIHXY337XXXX4LucknowMalformed GSTIN
C1033Rohit Verma+91 947280385209HNCUB788XXXXGJhansiMalformed GSTIN
C1015Neha Pandey+91 797114710409NAZYU688XXXXDBareillyMalformed GSTIN
C1059Shalini Verma+91 942731672309HXGFX536XXXXYLucknowMalformed GSTIN
C1001Nehaverma+91 918159083009GHKGW2650EAZEAgraPossible duplicate of C1002: name needs review
C1003Neha Verma+91 918159083009RKHBJ3520KYZFAgraPossible duplicate of C1001: name needs review
C1068Rajesh Yadav+91 908312402309FMUHO2899UCZWBareillyPossible duplicate of C1067: name needs review
C1018Kavitaagarwal+91 965075291709ERGHC2581KPZXAgraPossible duplicate of C1017: name needs review
C1020Pooja Verma+91 846563212209HMMUO640XXXX4AgraMalformed GSTIN
C1070Amit Gupta+91 883873716709EXEHX598XXXXUJhansiMalformed GSTIN

Before / after files

The exact files behind this dashboard: download them and check every number yourself.

Sample dashboard demonstrating our process. Your client list gets the same treatment, ask for a free data audit.