Sample report

This sample report shows what Portal Audit produces for a HubSpot account: a score, the findings behind it, and a roadmap in three phases. The company in it is invented.

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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How to read it

The executive summary (page 3) shows what is working, the quick wins, the score, the open issues, and what they cost.
Issues group the findings. Each one shows the evidence we found and the fix steps we recommend. Nothing is flagged without evidence.
The roadmap (page 5) puts the work in three phases: cleanup Portal Fixer can do, fixes that need your yes, then automation and process. Each row names the owner and the effort.
Not assessed items are checks we could not run, for example because you unchecked an optional permission. They never count for or against your score.

What is real and what is not

The layout, the checks and the wording are the same as in a real report. The company, the people and every number are made up. No customer's data was used.