Private Diagnostic ยท 5 minutes

How much revenue visibility is your HubSpot portal costing you?

Take the HubSpot Revenue Leak Index to estimate where your CRM may be hiding revenue risk across reporting, pipeline, renewals, expansion, handoffs, and AI readiness.

Results are private. We use them to help you understand where to focus first โ€” not to publish a leaderboard.

What you'll get

A score, a risk level, and a clear next step

The Revenue Leak Index is a private diagnostic designed for HubSpot Professional and Enterprise customers who want to know whether leadership can really trust the numbers.

01
Answer the diagnostic

~5 minutes across 6 revenue categories plus a short set of revenue inputs.

02
Get your score

An overall Revenue Leak Index score out of 100, plus a category-by-category breakdown.

03
See your top 3 leaks

The lowest-scoring areas, an estimated revenue visibility risk range, and recommended next steps.

What we measure

Six categories, weighted by impact on revenue

Reporting trust, pipeline visibility, and renewal protection carry the most weight because they have the clearest connection to leadership confidence and revenue protection.

Reporting Trust
Weight 20%

Can leadership trust the numbers in HubSpot?

Pipeline Visibility
Weight 20%

How clearly can the team see real, forecastable pipeline?

Renewal Protection
Weight 20%

Are renewals visible early enough to protect revenue?

Expansion Visibility
Weight 15%

Are upsell and cross-sell opportunities being captured?

Handoff Reliability
Weight 15%

Do teams work from one shared, reliable process?

AI & Automation Readiness
Weight 10%

Is the portal ready for AI and automation?

Who it's for

Built for revenue leadership using HubSpot

  • CEOs, COOs, CROs who need to trust the revenue numbers
  • VPs of Sales, Marketing, and Customer Success
  • Heads of RevOps and HubSpot admins in growing companies
  • Teams on HubSpot Professional or Enterprise