Audit Modules

RevTrace runs 130+ automated checks organized into 8 modules. Each module focuses on a specific area of your HubSpot portal and produces findings ranked by severity and revenue impact.

Module overview

Module	Checks	Focus Area
Lifecycle	21	Stage progression, MQL/SQL handoff, conversion rates
Deal & Pipeline	20	Stale deals, regression, concentration risk, pipeline hygiene
Database	18	Data completeness, duplicates, invalid records
Workflows	19	Broken automations, enrollment conflicts, suppression gaps
Scoring	16	Lead scoring accuracy and model effectiveness
Forms	11	Form performance and data capture quality
Properties	10	Unused fields, naming issues, cleanup opportunities
Reporting	15	Dashboard coverage and report accuracy

How modules work

Each module runs its checks sequentially against your HubSpot data. RevTrace uses read-only API access — it never modifies your portal.

Checks produce one of four results:

• Critical — Actively impacting revenue or data integrity
• Warning — Could cause problems if left unaddressed
• Info — Improvement opportunity
• Pass — No issues found

Configuring modules

You can enable or disable individual modules before running an audit. This is useful if you want to focus on a specific area or skip modules that aren't relevant to your setup.

See Configure an Audit for details.

Revenue impact estimates

Many checks include an estimated revenue impact — a dollar-value estimate of how much the issue could be costing you. These estimates are based on your deal data, conversion rates, and pipeline velocity. See the detail panel for any finding to view its impact rationale.