When we deliver a HubSpot portal audit, we don’t just hand off a static document — we aim to provide tools that help our clients take action. That’s why we developed a HubSpot dashboard to accompany our audits. This dashboard gives a live, visual overview of the health of your CRM data, making it easier to identify issues and track ongoing improvements.
While we originally built this as a companion to our audit process, it’s also a valuable standalone tool for any team looking to maintain a clean, high-quality database. From missing contact fields and segmentation gaps to bounce rates and unengaged leads, the dashboard highlights key data hygiene metrics that often get overlooked but can seriously impact your marketing and sales performance.
We also review the usefulness of the Data Quality Command Center for monitoring data quality (Operations Pro or Enterprise required)
Watch the quick walkthrough below:
Reports included on the dashboard:
- Contacts created by traffic source over time
- Contacts created by interaction source with traffic source breakdown
- Total marketing contacts
- Unsubscribe Rate
- Hard Bounce Rate
- Contacts by Lifecycle Stage
- Top personas
- Contacts with No First Name
- Contacts with No Email
- Companies with No Name
- Companies with No Industry
- Unengaged Contacts Over time
Need a Hand Cleaning Up Your HubSpot Data?
If you’re managing a messy CRM or unsure where your data stands, we can help. Our HubSpot audit process doesn’t just flag issues — it gives you a clear plan and the tools you need to fix them.
Get in touch to schedule a HubSpot audit or learn more.
