How to read your HubSpot audit report
What the findings mean, how the plan is ordered, and what to do first.
After an audit, you get a report of what we found and a plan for what to do about it. This page explains how to read it.
What the report shows
For your account, it shows three things:
- What works: the parts of your setup you can keep as they are.
- What is redundant: duplicate properties, overlapping workflows, and records or stages nobody uses.
- What is missing or broken: automation that has stopped, reports nobody trusts, and records with no owner.
How the plan is ordered
The plan is in order of impact. The items at the top are the ones that will make the biggest difference to your reports, your team’s time and the trust in your data. Smaller clean-ups come later.
What to do first
- Read the top items and ask us about anything that is unclear.
- Decide who on your team owns each fix.
- Approve what we should change. We do not merge, delete or switch off anything without your approval.
- Tell us which items you would like us to do, and which your team will handle.
Questions worth asking
- Which fix removes the most confusion for the least effort?
- Which numbers on our dashboards can we already trust?
- What should we stop doing in HubSpot so the problems do not come back?
After the fixes
Review the account again after a major change, and keep one named owner for properties, workflows and reports so it does not drift back.