hubspot-sales-audit
HubSpot Sales Audit
A read-only audit of everything sales operations owns in a HubSpot portal. It answers one question from several angles: can anyone trust what the pipeline says?
Why This Matters
A forecast is a sum over deal records. If a fifth of open deals have no amount, a quarter have close dates in the past, and some belong to reps who left months ago, the forecast is wrong before anyone applies judgment to it. Pipeline reviews then turn into data-entry sessions, and leaders stop using the CRM to make decisions. Most of this is measurable in a few minutes, and most of it is fixable.
How It Relates to the Other Audits
This skill is a lens on the same engine that powers /hubspot-audit and /hubspot-marketing-audit. It runs the shared dimensions (database size, owner health, company data, duplicates) plus the sales dimensions, and skips deliverability and engagement entirely. Because the shared dimensions are computed by the same code under every scope, the numbers here match what the marketing team sees in their audit.
| If you own | Run |
|---|---|
| Sales only | this skill |
| Marketing only | /hubspot-marketing-audit |
| The whole portal | /hubspot-audit (both lenses in one report) |