We built the tool we wished we had
RevTrace is built in-house by the team at Formulytic — senior RevOps practitioners who spent years inside HubSpot portals, running audits manually with spreadsheets and checklists. We automated what used to take days and turned it into a two-minute process.
by Formulytic
Built in-house by Formulytic
Formulytic is a team of senior RevOps practitioners and engineers. We've spent years deep inside HubSpot portals — configuring pipelines, debugging workflows, cleaning data, and building the reporting that revenue teams depend on.
RevTrace isn't a side project or an acquisition. It's built entirely in-house, from the audit engine to the solution guides, by people who've lived the problems it solves. Every check reflects a real issue we've seen across dozens of portals.
How RevTrace came to be
From manual spreadsheet audits to an automated platform.
The pain
Spent 20-40 hours per portal running manual HubSpot audits with spreadsheets and checklists. Results were outdated the moment we finished.
The scripts
Built internal automation scripts to check for the most common issues — stale deals, missing fields, workflow conflicts. Saved hours per audit.
The realization
Every RevOps team we talked to had the same problem. The scripts became a prototype. The prototype became RevTrace.
The product
130+ automated checks, 8 modules, solution guides for every finding, revenue impact estimates, and scheduled monitoring. Under 10 minutes per audit.
What we built
RevTrace is a full-stack audit platform — not a script or a plugin. It's a purpose-built application designed for the specific needs of B2B RevOps teams.
- 130+ automated checks across 8 HubSpot modules
- Revenue impact estimates on every finding
- Step-by-step solution guides with HubSpot navigation paths
- Executive summary with health scoring
- Scheduled weekly and monthly monitoring
- Team collaboration with role-based access
- PDF and CSV export for leadership reporting
What we believe
The principles that guide how we build RevTrace.
Practitioner-built
Every check, threshold, and solution guide comes from real-world RevOps experience — not theoretical best practices.
Actionable over exhaustive
We don't dump 500 findings on you. We surface what matters, estimate impact, and tell you exactly how to fix it.
Trust by design
Read-only access, no raw data stored, GDPR-by-design. Your HubSpot data stays in your HubSpot portal.
RevOps-first
We build for the people in the trenches — the ones cleaning up CRM data at 11pm before the board meeting.
Raw CRM records stored
Solution guides written
Read-only access
See RevTrace in action
Run your first audit in under ten minutes. No credit card required.
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