RevTrace

75+ checks across every corner of HubSpot

RevTrace audits your entire HubSpot portal — contacts, deals, workflows, reporting, and more — then gives you prioritized, actionable fixes.

Audit Modules

Eight specialized modules analyze every layer of your HubSpot configuration.

Data Quality

12 checks

Spot missing fields, duplicate contacts, invalid emails, and data hygiene issues that corrupt your reporting.

  • • Missing required properties
  • • Duplicate contact detection
  • • Invalid email formats
  • • Incomplete company records

Deal Pipeline

12 checks

Find stale deals, missing close dates, unowned opportunities, and pipeline configuration problems.

  • • Stale deal detection
  • • Missing close dates
  • • Unowned deals
  • • Pipeline stage skip-overs

Workflows

13 checks

Detect broken automations, overlapping enrollment triggers, zero-enrollment workflows, and suppression gaps.

  • • Overlapping enrollment triggers
  • • Zero-enrollment workflows
  • • Missing suppression lists
  • • Low velocity automations

Lifecycle

6 checks

Verify lifecycle stage progression, lead status usage, and MQL/SQL handoff configuration.

  • • Lifecycle stage gaps
  • • Lead status misconfigurations
  • • Conversion bottlenecks
  • • Stage regression detection

Reporting

8 checks

Audit dashboards, custom reports, and analytics setup to ensure your team trusts the data.

  • • Unused dashboards
  • • Report accuracy checks
  • • Missing attribution
  • • Dashboard coverage gaps

Lead Management

8 checks

Evaluate lead routing, assignment rules, response times, and nurture program coverage.

  • • Unassigned lead detection
  • • Response time analysis
  • • Routing rule gaps
  • • Nurture coverage

Properties

8 checks

Scan contact, company, and deal properties for unused fields, naming issues, and configuration problems.

  • • Unused properties
  • • Naming convention issues
  • • Missing field options
  • • Property group cleanup

Funnel Analytics

8 checks

Analyze conversion rates, velocity metrics, and funnel drop-off points across your revenue funnel.

  • • Conversion rate analysis
  • • Stage velocity tracking
  • • Drop-off identification
  • • Funnel health scoring

Beyond the audit

RevTrace doesn't just find problems — it helps you fix them and track progress.

Solution Guides

Every finding comes with a detailed, step-by-step guide showing exactly how to fix it in HubSpot — including navigation paths.

Revenue Impact Estimates

See the estimated revenue impact of each finding so you can prioritize fixes that move the needle most.

Scheduled Audits

Set up weekly or monthly automated audits. Get notified when new issues appear in your portal.

Trend Tracking

Track your HubSpot health score over time. See how your audit results improve as you implement fixes.

Action Plan Tracker

Turn findings into actionable tasks. Assign owners, set priorities, and track progress across your team.

PDF & CSV Export

Generate executive summary PDFs for leadership and detailed CSV exports for your ops team.

Ready to audit your HubSpot?

Connect your portal, run your first audit, and get actionable fixes in under two minutes.

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