Free HubSpot health check. Nothing changes in your portal unless you approve it. Scored report within 1 day, reviewed before we email it.

Portal Audit is a free HubSpot health check with a scored report. It reads your portal's setup and data quality, flags unused seats and risky settings, and gives you a 90-day fix plan.

Nothing changes in your portal unless you approve it. Fixes are optional and capped. Your first audit for each portal is free.

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See a sample report

What a report looks like

This is a real report built from a made-up company, so you can see the layout before you install anything.

The executive summary: what is working, the quick wins, the score, AI readiness, the open issues, and what they cost.

The scorecard: the overall score, a score for each category, and how many findings each one has by severity.

The roadmap: three phases of work, and each row names the owner, the effort, and whether Portal Fixer can do it.

Download the sample PDF or open it as a web page. Northwind Advisory is invented; every number is made up.

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Two things most admins find first

Paid seats nobody uses. The report checks who logged in during the last 90 days, then counts how many of the idle accounts hold a paid seat.
AI readiness. It estimates how well your CRM data would support HubSpot's AI agents. It is our estimate, not HubSpot's own score.

Before you install: what HubSpot will ask for

HubSpot asks you to approve 18 required permissions. They only read settings and count records.
There are 18 optional permissions. You can uncheck any of them. The report then marks the related checks "not assessed".
Four optional permissions (forms, marketing email, workflows and content) show read and write wording on HubSpot's install screen, because HubSpot offers no read-only version. Portal Audit only reads with them, and the app's code blocks every request that would change data.

The full list, with what each permission reads, is in the setup guide.

What the audit covers

48 automated checks and 37 best-practice tests across these areas:

Data model: properties per object, unused and duplicate-looking properties, custom objects, association labels.
Pipelines: deal and ticket pipelines and stages.
Data quality: how complete the key fields on contacts, companies, deals and tickets are (counts only).
People and access: owners, users, roles, super admins, teams, inactive users.
Marketing and automation: segments (lists), forms, marketing emails, workflows (if your plan includes them).
Security and limits: login and security activity, audit-log summary, account limits.

What it never does

The audit does not create, change or delete anything in your HubSpot account. Every audit request is checked against an allowlist of read requests before it is sent.
It never requests HubSpot Sensitive Data or Highly Sensitive Data permissions, and it never reads or checks that data.
It does not copy your contact, company or deal records. Data-quality checks use counts.
It does not send emails or enroll records in workflows.
Fixes are optional and off until you turn them on. They are part of the Fix plan, not a second app, and they run only for catalog items you enable.

Built by

Portal Audit by TJM is built and sold by Jon Martin, a sole proprietor trading as TheJonMartin (thejonmartin.com). Jon founded, grew and sold two professional services firms. He built Portal Audit to give HubSpot admins the review he would run for a client, as software with a published price.

Learn more

Setup guide: install, run your first audit, read the report, disconnect.
Pricing: the free audit, Watch, Watch Weekly and Fix.
Support: how to get help.