HubSpot Audits
Audit any HubSpot portal in minutes
Score sales efforts, marketing efficiencies, service quality and automation health across your HubSpot portal. Pinpoint what's broken, what's unused, and what needs attention.
Supported Data Points
Company CountContact CountCustom Object RecordsDeal CountProduct CountQuote CountTicket CountRecords Created (7/30/90 days)Records Deleted (Last 30 days)Records Updated (Last 30 days)Associated Records CountDuplicate RecordsInvalid Email AddressesProperties with <10% Fill RateProperties with >90% Fill RateRecords Missing CompanyRecords Missing EmailRecords with/without OwnerRecords with/without PhoneCustom ObjectsEnabled ObjectsCalculated PropertiesCustom Properties Limit & % UsedDefault Properties CountProperties Without DescriptionProperty Fill RateProperty Groups CountProperty Types DistributionRequired Properties CountTotal Custom PropertiesUnused PropertiesExports (Last 30 days)Records Exported (Last 30 days)Import ErrorsImport HistoryImport Sources DistributionImport Success RateImports (Last 30 days)Records Imported (Last 30 days)Total Imports All TimeConnected IntegrationsIntegration Error RateIntegration Sync StatusPrivate AppsCompany Creation by SourceContact Creation by SourceDeal Creation by SourceDeprecated API UsageWebhook Count & URLsConnected Private AppsConnected Public AppsApp Scopes per IntegrationLast Sync Date per IntegrationSync Error Count/RateLead Assignment DistributionLead Assignment RulesHubSpot Score UsageScore DistributionContacts with No Lead StatusLead Status DistributionNew Leads (Unworked)Average Time in StageContacts Stuck >30/90 daysContacts by Lifecycle StageContacts with No Lifecycle StageLifecycle Stage DefinitionStage Conversion RatesStage Progression RateAPI Calls Used TodayAverage API Calls (Last 30 days)Daily API Calls LimitFiles CountStorage Used / LimitBrand SettingsCompany AddressCompany LogoBlog DomainsConnected DomainsEmail Sending DomainLanding Page DomainsPrimary DomainSSL StatusForms LimitLists LimitMarketing Contacts Limit / UsedWorkflows LimitContact Limit / Used / % UsedCustom Object Definitions LimitCustom Properties Limit (per object)CurrencyData Hosting LocationFavicon URLFiscal Year StartHublet/Data CenterPortal IDPortal NameTimezoneConsent OptionsDPA StatusGDPR SettingsPrivacy Policy LinkHub SubscriptionsSeat UsageSubscription TierCross-Domain Tracking StatusTracking Code InstallationTracking URLsBulk Actions (Last 30 days)Property Changes (Last 30 days)Record Deletions (Last 30 days)Failed Login Attempts (Last 30 days)Login Events (Last 30 days)Security Events (Last 30 days)User Permission Changes (Last 30 days)Custom RolesPermission Sets Count & ListRole Distribution2FA StatusBilling ContactPrimary ContactSuper Admin CountTeam CountTeam MembersUsers Without TeamsActive Users (30/60/90 days)Deactivated UsersInactive UsersLast Active DatePaid Seats Total/UsedTotal UsersUser ListDeal Value per StageDeals by PipelineDeals by StagePipeline CountPipeline StagesStage Names, Probability, OrderForecast AccuracyForecast Submissions (Last Period)Forecast by RepForecasting EnabledAssignment MethodDistribution by RepLead Assignment Rules CountLeads Assigned (Last 30 days)Company CountContact CountCustom Object RecordsDeal CountProduct CountQuote CountTicket CountRecords Created (7/30/90 days)Records Deleted (Last 30 days)Records Updated (Last 30 days)Associated Records CountDuplicate RecordsInvalid Email AddressesProperties with <10% Fill RateProperties with >90% Fill RateRecords Missing CompanyRecords Missing EmailRecords with/without OwnerRecords with/without PhoneCustom ObjectsEnabled ObjectsCalculated PropertiesCustom Properties Limit & % UsedDefault Properties CountProperties Without DescriptionProperty Fill RateProperty Groups CountProperty Types DistributionRequired Properties CountTotal Custom PropertiesUnused PropertiesExports (Last 30 days)Records Exported (Last 30 days)Import ErrorsImport HistoryImport Sources DistributionImport Success RateImports (Last 30 days)Records Imported (Last 30 days)Total Imports All TimeConnected IntegrationsIntegration Error RateIntegration Sync StatusPrivate AppsCompany Creation by SourceContact Creation by SourceDeal Creation by SourceDeprecated API UsageWebhook Count & URLsConnected Private AppsConnected Public AppsApp Scopes per IntegrationLast Sync Date per IntegrationSync Error Count/RateLead Assignment DistributionLead Assignment RulesHubSpot Score UsageScore DistributionContacts with No Lead StatusLead Status DistributionNew Leads (Unworked)Average Time in StageContacts Stuck >30/90 daysContacts by Lifecycle StageContacts with No Lifecycle StageLifecycle Stage DefinitionStage Conversion RatesStage Progression RateAPI Calls Used TodayAverage API Calls (Last 30 days)Daily API Calls LimitFiles CountStorage Used / LimitBrand SettingsCompany AddressCompany LogoBlog DomainsConnected DomainsEmail Sending DomainLanding Page DomainsPrimary DomainSSL StatusForms LimitLists LimitMarketing Contacts Limit / UsedWorkflows LimitContact Limit / Used / % UsedCustom Object Definitions LimitCustom Properties Limit (per object)CurrencyData Hosting LocationFavicon URLFiscal Year StartHublet/Data CenterPortal IDPortal NameTimezoneConsent OptionsDPA StatusGDPR SettingsPrivacy Policy LinkHub SubscriptionsSeat UsageSubscription TierCross-Domain Tracking StatusTracking Code InstallationTracking URLsBulk Actions (Last 30 days)Property Changes (Last 30 days)Record Deletions (Last 30 days)Failed Login Attempts (Last 30 days)Login Events (Last 30 days)Security Events (Last 30 days)User Permission Changes (Last 30 days)Custom RolesPermission Sets Count & ListRole Distribution2FA StatusBilling ContactPrimary ContactSuper Admin CountTeam CountTeam MembersUsers Without TeamsActive Users (30/60/90 days)Deactivated UsersInactive UsersLast Active DatePaid Seats Total/UsedTotal UsersUser ListDeal Value per StageDeals by PipelineDeals by StagePipeline CountPipeline StagesStage Names, Probability, OrderForecast AccuracyForecast Submissions (Last Period)Forecast by RepForecasting EnabledAssignment MethodDistribution by RepLead Assignment Rules CountLeads Assigned (Last 30 days)
Unassigned Leads CountLead-to-Opportunity Conversion RateLeads per StageTotal Lead Pipelines CountAverage Deal ValueAverage Time per StageAverage/Median Deal SizeDeal VelocityDeals Closed Won/Lost (30 days)Deals Created (Last 30 days)Forecast Categories DefinedLoss Reasons DistributionPipeline ValueStale/Rotting DealsWeighted Pipeline ValueWin RateAverage Document View TimeAverage Template Open/Click RateDocuments SharedDocuments Shared/Views (30 days)Meeting LinksSnippets CountSnippets Usage (Last 30 days)Template UsageTemplates CountTemplates Created/Usage (30 days)Templates with 0 Usage (90 days)Top Used SnippetsTop Used TemplatesAverage Quote ValueE-Signature EnabledPayment Integration EnabledQuote Conversion RateQuote Templates CountQuote-to-Close RateQuotes Created/Sent/Signed (30 days)Call Recording EnabledCalling EnabledMinutes Used (Last 30 days)Phone Numbers ProvisionedTranscription EnabledAverage Bookings per LinkMeeting Links CountMeeting Links per UserRound Robin / Group LinksPlaybook Usage (Last 30 days)Playbooks CountTop Used PlaybooksActivities by RepAverage Call DurationCalls LoggedCalls per UserEmails SentMeeting Types DistributionMeetings BookedMeetings per UserNotes Created (Last 30 days)Overdue Tasks CountTask Completion RateTask Queues CountTasks Created vs CompletedTasks per UserActive/Paused SequencesAverage Steps per SequenceReply Rate / Meeting RateSequence CountSequence EnrollmentSequence PerformanceSequences with 0 Enrollments (90 days)Blog Subscribers CountBlog Traffic (30 days)Blog Views (Last 30 days)Published Blog PostsPublishing FrequencyTotal Blog PostsAverage Page Load TimePages with 0 Views (90 days)Published/Draft PagesTop Performing PagesTotal Website Pages CountCTA Click RateCTAs by TypeCTAs with 0 Clicks (90 days)Top Performing CTAsTotal CTAsTotal Views/Clicks (Last 30 days)Average Fields per FormForm Conversion RatesForm Submissions (30 days)Forms Without SubmissionsForms by TypeForms on HubSpot/External PagesForms with CAPTCHA/Double Opt-inForms with Progressive ProfilingPublished/Draft/Archived FormsSpam Submission RateTop Performing FormsTotal FormsAverage Bounce RateAverage Time on PageMobile-Optimized Pages CountPage Conversion RatePage Views (30 days)Pages Not Updated (90 days)Pages with/without CTAPublished/Draft/Archived PagesTemplates UsedTotal Landing PagesActive Lists CountAverage List Processing TimeEmpty ListsList Processing StatusList Size DistributionLists >100k ContactsRecently Updated ListsStatic Lists CountTotal ListsUnused Lists (>90 days)Active Ad CampaignsAd Accounts ConnectedAd NetworksAd ROIAd Spend (30 days)Cost per Click/ConversionTotal Spend/Impressions/Clicks (30 days)First Touch AttributionRevenue AttributionActive CampaignsAverage Assets per CampaignCampaign PerformanceCampaign ROICampaigns Created (Last 30 days)Influenced Contacts/RevenueTotal Campaigns CountAverage Click-Through Rate (CTR)Bounce RateBounced Contacts CountDKIM/SPF/DMARC StatusEmail Click RateEmail Health ScoreEmail Open RateEmails with A/B TestingEmails with Send Time OptimizationGraymail Suppressed ContactsMarketing Emails Sent (30 days)Unassigned Leads CountLead-to-Opportunity Conversion RateLeads per StageTotal Lead Pipelines CountAverage Deal ValueAverage Time per StageAverage/Median Deal SizeDeal VelocityDeals Closed Won/Lost (30 days)Deals Created (Last 30 days)Forecast Categories DefinedLoss Reasons DistributionPipeline ValueStale/Rotting DealsWeighted Pipeline ValueWin RateAverage Document View TimeAverage Template Open/Click RateDocuments SharedDocuments Shared/Views (30 days)Meeting LinksSnippets CountSnippets Usage (Last 30 days)Template UsageTemplates CountTemplates Created/Usage (30 days)Templates with 0 Usage (90 days)Top Used SnippetsTop Used TemplatesAverage Quote ValueE-Signature EnabledPayment Integration EnabledQuote Conversion RateQuote Templates CountQuote-to-Close RateQuotes Created/Sent/Signed (30 days)Call Recording EnabledCalling EnabledMinutes Used (Last 30 days)Phone Numbers ProvisionedTranscription EnabledAverage Bookings per LinkMeeting Links CountMeeting Links per UserRound Robin / Group LinksPlaybook Usage (Last 30 days)Playbooks CountTop Used PlaybooksActivities by RepAverage Call DurationCalls LoggedCalls per UserEmails SentMeeting Types DistributionMeetings BookedMeetings per UserNotes Created (Last 30 days)Overdue Tasks CountTask Completion RateTask Queues CountTasks Created vs CompletedTasks per UserActive/Paused SequencesAverage Steps per SequenceReply Rate / Meeting RateSequence CountSequence EnrollmentSequence PerformanceSequences with 0 Enrollments (90 days)Blog Subscribers CountBlog Traffic (30 days)Blog Views (Last 30 days)Published Blog PostsPublishing FrequencyTotal Blog PostsAverage Page Load TimePages with 0 Views (90 days)Published/Draft PagesTop Performing PagesTotal Website Pages CountCTA Click RateCTAs by TypeCTAs with 0 Clicks (90 days)Top Performing CTAsTotal CTAsTotal Views/Clicks (Last 30 days)Average Fields per FormForm Conversion RatesForm Submissions (30 days)Forms Without SubmissionsForms by TypeForms on HubSpot/External PagesForms with CAPTCHA/Double Opt-inForms with Progressive ProfilingPublished/Draft/Archived FormsSpam Submission RateTop Performing FormsTotal FormsAverage Bounce RateAverage Time on PageMobile-Optimized Pages CountPage Conversion RatePage Views (30 days)Pages Not Updated (90 days)Pages with/without CTAPublished/Draft/Archived PagesTemplates UsedTotal Landing PagesActive Lists CountAverage List Processing TimeEmpty ListsList Processing StatusList Size DistributionLists >100k ContactsRecently Updated ListsStatic Lists CountTotal ListsUnused Lists (>90 days)Active Ad CampaignsAd Accounts ConnectedAd NetworksAd ROIAd Spend (30 days)Cost per Click/ConversionTotal Spend/Impressions/Clicks (30 days)First Touch AttributionRevenue AttributionActive CampaignsAverage Assets per CampaignCampaign PerformanceCampaign ROICampaigns Created (Last 30 days)Influenced Contacts/RevenueTotal Campaigns CountAverage Click-Through Rate (CTR)Bounce RateBounced Contacts CountDKIM/SPF/DMARC StatusEmail Click RateEmail Health ScoreEmail Open RateEmails with A/B TestingEmails with Send Time OptimizationGraymail Suppressed ContactsMarketing Emails Sent (30 days)
Regular/Automated/Blog EmailsSending Domains AuthenticatedSpam Complaint RateSpam Reported ContactsSubscription Types DefinedTotal Marketing Emails CountTotal Sends All TimeUnsubscribe RateUnsubscribed Contacts CountCustom Behavioral Events CountEvent Completions (Last 30 days)Events Used in Lists/WorkflowsHubDB Tables CountRows per TableKeywords TrackedPages with SEO IssuesPillar Pages CountSEO RecommendationsSEO Recommendations PendingSubtopic Content CountTopic ClustersAccount TypesClicks from Social (30 days)Connected Social AccountsEngagement RatePosts Published/Scheduled (30 days)Social Posts (30 days)Total FollowersNew vs Returning VisitorsTraffic by SourceWebsite Sessions (30 days)Resolution Time by AgentTickets per AgentAverage Chat DurationBot Chatflows CountBot Completion RateBot Deflection RateChat Response TimeChat Satisfaction RatingChat-to-Ticket Conversion RateChatflows CountConversations (Last 30 days)Live Chat EnabledLive Chat VolumeCES ScoreCES Survey EnabledCSAT ScoreCSAT Survey EnabledCustom Surveys CountNPS ScoreNPS Survey EnabledScore Trend (Last 90 days)Surveys Sent/Responses (30 days)Customer Portal EnabledKB Views via PortalPortal Logins (Last 30 days)Portal RegistrationsTickets Submitted via PortalArticles per CategoryArticles with 0 Views (90 days)Average Helpfulness RatingCategories CountKB Article CountKB Article ViewsKB Search FailuresKnowledge Base EnabledPublished/Draft ArticlesSearch Queries (Last 30 days)Searches with No ResultsTop Search TermsTop Viewed ArticlesTotal ArticlesAverage Resolution TimeFirst Response TimeOpen TicketsOverdue TicketsSLA ComplianceTickets by PriorityTickets by PipelineTickets by StageAverage Customer Wait TimeSLA Breach RateSLA EnabledSLA Policies DefinedTickets Escalated (Last 30 days)Tickets by CategoryTickets by SourceChatbot ConversationsChatbot CountBranch Actions CountCreate Record Actions CountCreate Task Actions CountDelay Actions CountSend Email Actions CountSend Notification Actions CountUpdate Property Actions CountWebhook Actions CountActive WorkflowsAverage Actions per WorkflowError Rate (Last 30 days)Goal Completion RatePaused WorkflowsTotal Enrollments All TimeTotal Error Count (Last 30 days)Total WorkflowsUnused WorkflowsWorkflow Enrollments (30 days)Workflow Error RateWorkflows Created (Last 30 days)Workflows Suppressing ContactsWorkflows by TypeWorkflows with BranchesWorkflows with DelaysWorkflows with ErrorsWorkflows with GoalsWorkflows with Re-enrollmentAttribution Model TypeAttribution Reports CountRevenue Attributed (Last 30 days)MQL to Opportunity RateOpportunity to CW RateDeal Cycle TimeSpeed to LeadDashboard UsageDashboard Views (Last 30 days)Dashboards per UserDashboards with 0 Views (90 days)Most Viewed DashboardsTotal DashboardsCross-Object ReportsCustom ReportsFunnel ReportsMost Viewed ReportsReport Types DistributionReports Created (Last 30 days)Reports with 0 Views (90 days)Scheduled ReportsSingle-Object ReportsGross ChurnGross RetentionNet RetentionARRAverage Deal SizeBookingsRegular/Automated/Blog EmailsSending Domains AuthenticatedSpam Complaint RateSpam Reported ContactsSubscription Types DefinedTotal Marketing Emails CountTotal Sends All TimeUnsubscribe RateUnsubscribed Contacts CountCustom Behavioral Events CountEvent Completions (Last 30 days)Events Used in Lists/WorkflowsHubDB Tables CountRows per TableKeywords TrackedPages with SEO IssuesPillar Pages CountSEO RecommendationsSEO Recommendations PendingSubtopic Content CountTopic ClustersAccount TypesClicks from Social (30 days)Connected Social AccountsEngagement RatePosts Published/Scheduled (30 days)Social Posts (30 days)Total FollowersNew vs Returning VisitorsTraffic by SourceWebsite Sessions (30 days)Resolution Time by AgentTickets per AgentAverage Chat DurationBot Chatflows CountBot Completion RateBot Deflection RateChat Response TimeChat Satisfaction RatingChat-to-Ticket Conversion RateChatflows CountConversations (Last 30 days)Live Chat EnabledLive Chat VolumeCES ScoreCES Survey EnabledCSAT ScoreCSAT Survey EnabledCustom Surveys CountNPS ScoreNPS Survey EnabledScore Trend (Last 90 days)Surveys Sent/Responses (30 days)Customer Portal EnabledKB Views via PortalPortal Logins (Last 30 days)Portal RegistrationsTickets Submitted via PortalArticles per CategoryArticles with 0 Views (90 days)Average Helpfulness RatingCategories CountKB Article CountKB Article ViewsKB Search FailuresKnowledge Base EnabledPublished/Draft ArticlesSearch Queries (Last 30 days)Searches with No ResultsTop Search TermsTop Viewed ArticlesTotal ArticlesAverage Resolution TimeFirst Response TimeOpen TicketsOverdue TicketsSLA ComplianceTickets by PriorityTickets by PipelineTickets by StageAverage Customer Wait TimeSLA Breach RateSLA EnabledSLA Policies DefinedTickets Escalated (Last 30 days)Tickets by CategoryTickets by SourceChatbot ConversationsChatbot CountBranch Actions CountCreate Record Actions CountCreate Task Actions CountDelay Actions CountSend Email Actions CountSend Notification Actions CountUpdate Property Actions CountWebhook Actions CountActive WorkflowsAverage Actions per WorkflowError Rate (Last 30 days)Goal Completion RatePaused WorkflowsTotal Enrollments All TimeTotal Error Count (Last 30 days)Total WorkflowsUnused WorkflowsWorkflow Enrollments (30 days)Workflow Error RateWorkflows Created (Last 30 days)Workflows Suppressing ContactsWorkflows by TypeWorkflows with BranchesWorkflows with DelaysWorkflows with ErrorsWorkflows with GoalsWorkflows with Re-enrollmentAttribution Model TypeAttribution Reports CountRevenue Attributed (Last 30 days)MQL to Opportunity RateOpportunity to CW RateDeal Cycle TimeSpeed to LeadDashboard UsageDashboard Views (Last 30 days)Dashboards per UserDashboards with 0 Views (90 days)Most Viewed DashboardsTotal DashboardsCross-Object ReportsCustom ReportsFunnel ReportsMost Viewed ReportsReport Types DistributionReports Created (Last 30 days)Reports with 0 Views (90 days)Scheduled ReportsSingle-Object ReportsGross ChurnGross RetentionNet RetentionARRAverage Deal SizeBookings
Explore audit features
Score, analyze, and report on platform health from a single workspace.
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Custom Audit Template
Create and customize audit templates tailored to your client needs.
Branded Audits
White-label audit reports with your agency branding, logo, and colors.
700+ Data Points
Comprehensive platform analysis across hundreds of configurable data points.
AI Insights
AI-powered optimization recommendations and risk flags.
New Feature
Workflow Audit
Scan every workflow in your HubSpot portal. Health scoring, conflict detection, dependency graphs, and AI-powered advisory — in under two minutes.
Health Scoring Every workflow scored across 50+ checks
Conflict Detection Find overlapping triggers and property conflicts
Dependency Graph Visual map of every workflow connection
AI Advisor Ask anything about your automations
Workflow Audit Report 35 workflows scanned
87
Healthy24
Warnings8
Critical3
Conflicts 2
Lead Nurture MQL Qualify
lifecycle_stage Assign Owner Round Robin
hubspot_owner_id Dependencies 12
Form Submit → Lead Nurture → Deal Create
Lifecycle → Scoring → Assign
AI Advisor Lead Nurture and MQL Qualify both write to lifecycle_stage on form submission. Recommend adding a suppression list to MQL Qualify to prevent the race condition.
JetStack AI
Score it. AI flags it.
Stop manual auditing. JetStack AI analyzes portal health across every process, object, property, and workflow. Surfacing risks and scoring performance in minutes.
Score portal health across all objects
Pipelines 95
Properties 88
Workflows 74
Integrations —
Security —
AI-scored audits
Every portal gets an automated health score across pipelines, properties, workflows, and integrations. Know where you stand instantly.
47 unused properties cluttering portal
Critical 3 broken workflows missing triggers
Critical Missing lifecycle stages for lead routing
Warning AI risk detection
AI scans every corner of the portal and flags critical issues, warnings, and optimization opportunities — prioritized by impact.
Your intelligence
stays yours
JetStack AI never accesses CRM records or client data. Only assets.
All your assets, exclusively yours. Fully isolated and inaccessible to anyone else.
Read-Only Schema Access We only read your portal structure, never your contacts, records, or client data.
OAuth 2.0 Only No passwords stored. Only secure tokens you can revoke anytime.
Zero Data Storage JetStack AI only access portal schema. No CRM records are ever accessed or stored.
TLS 1.3 Encrypted End-to-end encryption for every connection.
Built for HubSpot Partners
For partners who audit smarter
Template Setup
Clone and customize audit templates for each client. Lock sections for consistency, tweak scoring criteria, and deploy in seconds.
< 2 min Template setup
AI Scoring
Automated health scores for every portal section. AI benchmarks against best practices and flags what needs attention.
92
A
B+
B
92/100 Avg health score
Brand Export
White-label every audit report with your logo, colors, and voice. PDF and web-ready formats that look like yours, not ours.
PDF Web
100% White-labeled
Risk Detection
AI surfaces critical issues: broken workflows, unused properties, missing lifecycle stages, prioritized by business impact.
Critical
Warning
Warning
6 flags Avg per audit
Benchmark Compare
Compare portal health across clients or over time. Spot trends, track remediation progress, and prove ROI.
Client A Client B
Cross-portal Comparison
Client Delivery
Generate polished PDF or interactive web reports. Clients get a professional deliverable. You get the next engagement.
Ready
1-click Report generation
From the blog
Guides, walkthroughs, and best practices for platform audits.
Why a Pre-Migration Portal Audit Saves Thousands of Dollars
A pre-migration portal audit identifies what to keep, what to archive, and what to leave behind, reducing migration costs, timelines, and risk by up to 40%.
Read articleHow Often Should You Audit Your HubSpot Portal?
Discover the right audit frequency for every area of your HubSpot portal, plus trigger-based audit scenarios and how to build an audit calendar your team will actually follow.
Read articleHubSpot Reporting Audit: Are You Tracking the Right Metrics?
A step-by-step guide to auditing your HubSpot reporting setup, from dashboard organization and report accuracy to attribution models, tracking code verification, and building a measurement framework that drives real decisions.
Read article Ready when you are
Less busywork. More delivery, everywhere.
See how JetStack AI turns weeks of manual ops into minutes.
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Free trial
Set up in under 5 minutes
Works with your existing portal