RevTrace Documentation
Learn how to audit your HubSpot portal, fix pipeline leaks, and keep your revenue data clean.
Welcome to the RevTrace documentation. Whether you're connecting your first HubSpot portal or diving deep into audit results, you'll find everything you need here.
Getting Started
New to RevTrace? Start here:
- Connecting HubSpot — Link your portal in under a minute
- Running Your First Audit — Launch an audit and see results
- Understanding Results — Navigate findings, severity levels, and health scores
- Inviting Your Team — Add teammates and assign roles
Features
Explore what RevTrace audits and monitors:
- Audit Modules — Overview of all 8 modules and 131 checks
- Solution Guides — Step-by-step fix instructions for every finding
- Action Plans — Turn findings into tracked tasks with search, filters, and overdue tracking
- Scheduled Audits — Automate weekly or monthly monitoring
- Trends — Track health score changes over time
- Integrations — Push action items to Monday.com and ClickUp
- Notifications — In-app alerts and email digests
- Exports — PDF executive summaries and CSV data exports
- Client Groups — Organize portals by client (Agency plan)
- Keyboard Shortcuts — Command palette and navigation shortcuts
How-To Guides
Step-by-step instructions for common tasks:
- Configure an Audit — Sensitivity presets, time windows, and category selection
- Export Reports — Generate PDF and CSV reports
- Compare Audits — Diff two audits side by side
- Team Management — Roles, invitations, and organization settings
- Billing — Plans, upgrades, and invoices
- Disconnect a Portal — Remove a HubSpot connection
Troubleshooting
- HubSpot Connection Issues — OAuth errors and reconnecting
- Missing Data — Why some findings may not appear
- Permissions — Required HubSpot scopes
- FAQ — Common questions answered