Running Your First Audit

Once you've connected your HubSpot portal, running an audit takes just a few clicks.

Quick start

1. Navigate to HubSpot Portals in the sidebar
2. Click on the portal you want to audit
3. Click Run Audit
4. RevTrace will analyze your portal across all 8 audit modules

The audit typically completes in 1-3 minutes depending on the size of your portal.

Configuring your audit

Before running an audit, you can optionally configure it:

• Sensitivity preset — Choose from Conservative, Balanced (default), or Aggressive thresholds
• Time window — Set the lookback period for time-based checks (e.g., stale deals)
• Category selection — Enable or disable specific audit modules

See Configure an Audit for details.

What happens during an audit

RevTrace runs 130+ automated checks across 8 modules:

1. Lifecycle — Stage progression, MQL/SQL handoff, conversion rates
2. Deal & Pipeline — Stale deals, stage regression, pipeline hygiene
3. Database — Data completeness, duplicates, invalid records
4. Workflows — Broken automations, enrollment conflicts
5. Scoring — Lead scoring accuracy and model effectiveness
6. Forms — Form performance and data capture quality
7. Properties — Unused fields, naming issues, cleanup opportunities
8. Reporting — Dashboard coverage and report accuracy

Each check produces findings with a severity level (Critical, Warning, Info, or Pass) and an estimated revenue impact where applicable.

Viewing results

When the audit completes, you'll see the Executive Summary with:

• An overall health score (0-100)
• A breakdown by category
• Priority issues ranked by severity and revenue impact

Click into any finding to see details, a solution guide, and the option to create an action item.

Next steps

• Understanding Results — Learn how to interpret findings
• Solution Guides — Fix issues with step-by-step instructions
• Action Plans — Track fixes as tasks