MetrixScan

HubSpot Forensic Revenue Audit

A true picture of your CRM.

MetrixScan goes inside your CRM and ties every misconfiguration, gap, and missed process to a verified dollar amount calculated from your own data.

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The real problem

You can't run a company on information you can't fully trust.

Most HubSpot and Salesforce instances were never set up to tell the full story. They were set up to track activity.

Every gap traces back to revenue you're not capturing.

Or operating expenses you're spending on work HubSpot and Salesforce should already be handling.

You won't find it on your dashboard. These problems hide inside.

What we do

Cut operating cost and find hidden revenue.

Deeper than any automated tool

We manually pull and verify what APIs cannot surface. Surface scans miss what we find.

Dollars, not scores

Every finding is tied to a specific dollar amount from your own data. Not benchmarks. Not industry averages.

No agenda

We audit. We deliver. We leave. No retainer. No implementation package. No upsell.

The audit pillars

We examine four areas of your HubSpot or Salesforce CRM.
Every finding traces back to one of them.

Pillar 1

Pipeline Acceleration

Lead assignment speed
Single-threaded deal risk
Proposal-to-close ratio
Speed-to-lead SLA compliance
Competitor field tracking

Click to expand

Pillar 2

Data & Forecast Integrity

Past close date hygiene
Forecast push rate
Duplicate deal detection
Stage gate discipline
Rep output variance

Click to expand

Pillar 3

Deal and Customer Protection

Orphaned deal detection
Renewal pipeline existence
Churn signal detection
Won deal handoff automation
No-show recovery

Click to expand

Pillar 4

Selling Time Recovery

Task automation rate
AI research adoption
Sequence adoption rate
Meeting link adoption
Overdue task rate

Click to expand

What you walk away with

Here's what we deliver.

Deliverable 1

Complete audit results

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Complete audit results

Every finding answered in dollars. Not a score. Not a health metric. Your numbers — calculated from your own data.

Deliverable 2

Revenue vs. labor split

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Revenue vs. labor split

What you're losing in revenue and what you're wasting in payroll, separated and specific. So you know exactly what kind of problem you're solving.

Deliverable 3

Priority fix list

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Priority fix list

Every finding ranked by dollar impact so you know exactly where to start. No guesswork about what matters most.

Deliverable 4

Technical Blueprint

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Technical Blueprint

Step-by-step fix guide for every finding. The complete manual to resolve every gap in the right order — no interpretation required.

Ready to see what's inside your HubSpot or Salesforce CRM?

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Choose your audit

Two tiers. One standard: the full truth.

Professional

$1,999

The full checkup that tells you exactly what your HubSpot or Salesforce CRM is costing you.

What's included

Complete audit results
Revenue vs labor spilt
Priortized fix list
Technical Blueprint
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Enterprise

$3,499

Everything in Professional, plus governance and infrastructure examination.

What's included

Everything in Professional
Additional Enterprise Specific Audit Questions
90-day re-scan
Enterprise Governance Enterprise only
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MetrixScan is also included in MetrixDiagnosis

Companies hire us to find silent revenue killers in their CRM.

Start your audit today. Findings delivered in 5 business days.

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