HubSpot Portal Audit Dashboard

Get a free HubSpot Portal Audit Dashboard installed directly into your account. Identify workflow issues, data gaps, and reporting risks before they impact your pipeline.

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How the Portal Audit Dashboard Works

Most HubSpot portals accumulate workflow errors, data gaps, and reporting issues that go unnoticed until they impact revenue. Without visibility into what's broken, teams waste time troubleshooting symptoms instead of fixing root causes.

To complete your audit, we install a custom dashboard directly into your HubSpot portal at no cost. This dashboard surfaces:

• Workflow health issues and automation failures
• Missing or inconsistent company and contact data fields
• Email deliverability risks and broken send configurations
• Which reports contain unreliable data and why
• Data quality trends over time to track improvement

We cross-reference these findings against HubSpot best practices to identify which issues pose the highest risk to your lead generation, forecasting accuracy, and team productivity.

Blue Modern KPI Report Presentation (1)

What your portal audit dashboard will reveal

Workflow health

Which automations are running correctly, and which are broken or misfiring?

Company data gaps

Where are your CRM fields missing or inconsistent across records?

Email health

Which sends are failing, and what deliverability risks exist in your portal?

Report reliability

Which of your existing reports can you trust, and which are built on bad data?

Lead routing issues

Are leads being assigned to the right owners, or falling through the cracks?

Integration gaps

Where are your connected tools creating data sync issues or workflow errors?

Get the Dashboard Added to your portal for free

We'll install the dashboard directly into your portal at no cost. It surfaces workflow issues, data gaps, and reporting risks you may not know about.