Sample report · example data
At risk
Portal 12345678 · 9/1/2026
Your Portal Health Score
Data & pipeline
11/25
Hubs & seats
17/25
Integrations
16/25
Automation & AI
14/25
What it's costing you
- 1
Deals past their close date
Review each deal and update the close date or mark it closed lost.
$186K
in open deals
- 2
Duplicate contacts
Merge duplicates and turn on duplicate management.
212
records
- 3
Knowledge base
Publish core help articles before turning on AI agents.
0
records
- 4
Paid seats not in use
Remove or reassign unused seats.
$5,760
in open deals
- 5
Contacts with no owner
Assign owners with a workflow or rotation.
1,340
records
Your fit
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| Factor | Value | Score |
|---|---|---|
| Users | 38 (measured) | 2/3 |
| Hubs in use | 4 Professional (self-reported) | 2/3 |
| Integrations | 1–2 custom (self-reported) | 2/3 |
| AI agents | 0–1 (self-reported) | 1/3 |
| Response time | Next business day (self-reported) | 2/3 |
| Records | 54,000 (measured) | 2/3 |
| Total | 11/18 | |
Full fix list
Data & pipeline
- Fix this
Deals past their close date
47 open deals worth $186K are past their close date.
Fix: Review each deal and update the close date or mark it closed lost.
- Fix this
Duplicate contacts
212 contacts share an email or name and company with another record.
Fix: Merge duplicates and turn on duplicate management.
- Needs a look
Contacts with no owner
1,340 contacts have no owner, so no one follows up.
Fix: Assign owners with a workflow or rotation.
Hubs & seats
- Needs a look
Paid seats not in use
4 paid seats own no records.
Fix: Remove or reassign unused seats.
- Looks good
Marketing contacts
Marketing contacts are within your tier.
Integrations
- Needs a look
Apps creating records
3 connected apps create contacts without a source set.
Fix: Map a source property on each integration.
- Looks good
Connected domains
Both email sending domains are authenticated.
Automation & AI
- Needs a look
Workflows with errors
9 active workflows have enrollment errors.
Fix: Review and fix or turn off failing workflows.
- Fix this
Knowledge base
No knowledge base articles, so AI agents have little to answer from.
Fix: Publish core help articles before turning on AI agents.