Solution Guides

Every finding in RevTrace comes with a Solution Guide — a detailed, actionable guide that tells you exactly how to fix the issue in HubSpot.

What's in a Solution Guide

Each guide includes:

• Problem statement — What the issue is and why it matters
• Business impact — How this issue affects revenue operations
• Step-by-step fix — Numbered instructions to resolve the issue
• HubSpot navigation — Exact menu paths to reach the relevant settings
• Best practices — Recommendations to prevent the issue from recurring
• Common pitfalls — Mistakes to avoid during the fix

How to access Solution Guides

1. Open any audit finding by clicking on it
2. In the detail panel, click the Solution Guide tab
3. Follow the step-by-step instructions

Coverage

RevTrace includes 130+ Solution Guides — one for every check across all 8 audit modules. Guides are written for HubSpot users of all skill levels, with clear navigation paths and screenshots where needed.

Exporting guides

Solution Guides are included in PDF exports as an appendix and in CSV exports as a dedicated column. This makes them easy to share with team members who don't have RevTrace access.