Stop guessing how your portal is doing
Connect HubSpot and we'll tell you how many contacts have no associated company, how many open deals are already overdue and how many tickets have no owner. Numbers from your portal, not your impression of it.
- Free
- Read-only
- We don't keep the access
There are two, and they are not the same
There are two HubSpot assessments on this site, and they are not the same. The other one asks: you answer it in five minutes, and it works whatever portal you have. This one measures: it connects to your portal, counts what is inside and gives you numbers instead of answers. To use it, you need to be a super admin.
Not an admin of the portal, or prefer not to connect anything? The questionnaire also asks about adoption and marketing and does not ask for access to anything.
What gets counted and how it becomes a score
A score about your own portal is only useful if you can take it apart. These are the rules of the calculation, with the arithmetic in plain view; if one of them does not fit your case, you know exactly how much it weighs.
Rule 1 of 5
It doesn't ask. It counts
Each check is a query to your portal that returns a number. “How many contacts have no associated company”, not “Do you associate your contacts with companies?”. The result does not depend on how well you remember or how optimistic you feel on the day you answer.
- It reads counts, never your records: no query brings back contacts, emails or anyone's name.
- Everything is counted with the filters of HubSpot's own API, the same ones you could set up yourself in a saved view.
- A check that cannot be counted with a filter is left out. That is what keeps the report light on your portal.
Rule 2 of 5
From a count to a score
A number on its own does not tell you whether it is good. Each check has three cutoffs that split its percentage into four ranges, from 0 to 3 points, and each cutoff comes with a written reason for where it sits.
- The cutoffs are not all equally strict: contacts without an email is much stricter than contacts without an owner, because one has no good excuse and the other does.
- The percentage is calculated on the group the question belongs to: overdue deals are measured against open deals, not against every deal from the last five years.
- Each check has a weight of 2 or 3 within its area, depending on what it costs to leave it as it is.
Rule 3 of 5
From each area to the total
The score at the top is the average of the areas weighted by their weight, not a simple average. These are the same weights the questionnaire uses, so the two tools do not give you two different rankings of the same portal.
- Each area weighs what it costs to leave it as it is: data and properties weighs 3; pipeline weighs 3; tickets weighs 2; automation weighs 2.
- Weighting keeps a cheap area from offsetting an expensive one just because it has the same number of checks.
- The breakdown is always shown: a portal is rarely bad at everything, and the average hides exactly the area that brought you here.
Rule 4 of 5
What couldn't be read doesn't score
An area that could not be measured is left out of the average instead of counting as zero. A red ring over something nobody looked at is a bad score for nothing, and the report says which areas they were and why.
- If you have no records of that type, there is nothing to fix, and the report says so instead of calling it a failure.
- If you didn't grant that permission, the report says so, and you can connect again and grant it.
- If the read hit your portal's request limit (which you share with your other integrations), the report says so, and you can try again.
Rule 5 of 5
What it doesn't measure, and why
This one measures what can be counted from the outside: data and properties, pipeline, tickets, and automation. The questionnaire also asks about adoption and marketing, and those two are not missing for lack of time.
- Not adoption. Whether the team works inside the portal or fills it in on Fridays cannot be inferred from any count: a tidy portal can be dead, and a messy one can be very much alive.
- Not marketing either, for a different reason: counting sends, forms and campaigns would require permissions this app deliberately does not request. The permissions screen is where most people drop off, and every extra permission is a reason not to continue.
- For those, the questionnaire is still the best reading available, and it is free too.
- And if your portal does not include workflows, you will not see that area at all instead of seeing it at zero: what cannot be measured does not score.
Four areas, the ones that can be counted
The same names and weights as the questionnaire, so the two tools do not give you two different rankings of the same portal. If your portal does not have one of them (workflows or tickets, for example), that area does not appear instead of appearing at zero.
Data and properties
weight 3Whether you can trust what is inside. We count how many records are missing the field that makes them usable: the company a contact belongs to, a company's domain, the email HubSpot uses to deduplicate.
4 checks
Pipeline
weight 3Whether the pipeline matches reality. An open deal with a past close date is not a deal. It is a reminder nobody acted on, and while it stays there the forecast is wrong.
3 checks
Tickets
weight 2What comes in through support, and whether someone is in charge of answering it.
2 checks
Automation
weight 2How much of the follow-up happens without anyone having to remember it. Twenty workflows that nobody understands do not make a portal automated; they make it hard to change.
1 check
There are 10 checks in total. Each one states the threshold at which it stops being fine, and why that threshold and not another; that goes in your report, next to the number that was measured.
What your score means
A number on its own just gets filed away. These are the four possible readings and what we recommend for each one, including the top one, where the right advice is not to sell you an implementation.
0–39
The data can't support a decision
The numbers above are not a one-off oversight: they are the normal state of the portal. This is not the place to start automating anything, because any workflow built on top of this multiplies the mess. The first step is to stop incomplete records where they come in; cleaning up what is already inside without fixing the source is work that undoes itself.
40–64
It works, with gaps you pay for every month
There is structure and people are using it, but the gaps below are being paid for in manual work and in reports that get debated instead of used. This is the point where cleaning up pays off most: the foundation is there, and what is missing are specific decisions, not a reimplementation.
65–84
Solid, with a few specific gaps
The portal is well run. What remains are specific areas, which is why the list below is short: there is nothing to rebuild, just three or four specific things to close, and they can be fixed in bulk.
85–100
Well run
Little to fix in what can be counted from the outside. At this level, improvements are no longer about data hygiene but about judgment, and those are not measured with counts: attribution, forecasting and automations that depend on data that lives outside the portal today. If anything in the list below surprises you, start there; if not, your next step is not in HubSpot.
Questions about the connected audit
How is this different from the other HubSpot assessment?
This one reads your portal; the other one asks you questions. This one connects, counts what is inside and returns real numbers, but it only measures what can be counted from the outside (data and properties, pipeline, tickets, and automation) and you need to be a super admin. The questionnaire also covers adoption and marketing, anyone can answer it in five minutes, and it does not ask for access to anything. They do not compete: if you have the permissions, take both and compare what you think is happening with what is actually happening.
Which permissions will it ask for, exactly?
Read-only permissions, and only the ones the checks actually use: contacts and companies as required, and deals, tickets and workflows as optional. It does not ask for any write permission, for content, or for anything “just in case”. If you do not grant the optional ones, the report is shorter and tells you what was left out.
Do you store my access token?
No. It is used in that same request to run the queries, your report is displayed and the token is discarded. There is no database, no accounts and nothing to revoke on our side. One consequence is worth knowing before you start: the report cannot be opened again, which is why we email it to you. That email is your copy.
Why does HubSpot say the app has not been reviewed?
Because it is not listed in the HubSpot App Marketplace, and since March 2026 HubSpot asks for an explicit confirmation before you install any third-party app that is not listed. It does not mean anything is wrong. It means we have not gone through their review process, which is optional and is what gets an app into their directory.
How do I know the permissions screen is really yours?
Because HubSpot shows there the domain we have verified with them, and it is c2suite.com: the same site you came from. If you see that domain, you are in the right place. If you see any other domain, do not continue, and let us know.
Do I need to be an admin?
Yes: a super admin of the portal, or a user with the App Marketplace Access permission. HubSpot requires it to install any app; we do not. If you are not one, the installation screen will not let you finish. In that case the questionnaire is the better option, since it does not ask for access to anything.
Does it work if I only have the free CRM?
Yes, and it is designed for that. Contacts, companies, deals and tickets exist in a free portal, so those areas are measured the same way. What you will not see is the automation area, because workflows require a paid plan: instead of getting a zero for something that does not exist there, that area simply does not appear, and the report says so.
How do I remove access afterward?
From your own portal, under Settings → Integrations → Connected Apps, where you disconnect it. You do not need to ask us or wait for anyone. That said, the token was already discarded when your report finished, so disconnecting the app does not delete anything we have: it closes the door for the future.
What happens to my data?
Only counts leave your portal: how many records meet each condition. No contact, no email and no name of any of your customers leaves HubSpot. What we do keep is your email and the resulting report (the numbers, not the records) in our CRM, which is what lets us write to you about your case instead of sending a generic message. It is listed in the privacy notice.
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