revtrace
Getting Started

Understanding Results

Navigate audit findings, severity levels, health scores, and revenue impact estimates.

After an audit completes, RevTrace presents results in an executive summary with detailed findings you can drill into.

Health score

The health score is a number from 0 to 100 that summarizes your HubSpot portal's overall health. It's calculated from the severity distribution of findings across all audit modules.

  • 90-100 — Excellent. Your portal is well-maintained.
  • 70-89 — Good. A few issues worth addressing.
  • 50-69 — Fair. Several issues are likely impacting revenue operations.
  • Below 50 — Needs attention. Significant issues across multiple areas.

Severity levels

Each finding is assigned one of four severity levels:

SeverityMeaning
CriticalActively impacting revenue or data integrity. Fix immediately.
WarningCould cause problems if left unaddressed. Plan to fix soon.
InfoImprovement opportunity. Nice-to-have but not urgent.
PassThis check passed. No issues found.

Finding details

Click on any finding to expand its detail panel, which includes:

  • Description — What the check found and why it matters
  • Revenue impact estimate — Estimated dollar impact where calculable
  • Solution Guide — Step-by-step instructions to fix the issue in HubSpot
  • Action item — Create a tracked task to fix it later

Category breakdown

The executive summary shows a grid of all 8 audit categories with the count of findings at each severity level. Click any category to filter the findings list.

Use the filter bar to narrow results by:

  • Severity — Show only Critical, Warning, or Info findings
  • Category — Focus on a specific audit module
  • Search — Free-text search across finding titles and descriptions

Comparing audits

If you've run multiple audits on the same portal, you can compare results to track improvement over time. See Compare Audits and Trends.

Start Free Audit