SCOPE & LIMITATIONS

Scope & limitations.

Plain English, no legalese. Last updated 6 August 2026.

What this audit is

An automated assessment. It connects to your HubSpot portal read-only, runs a fixed set of 27 checks across your contacts, deals, owners, workflows and properties, and scores what it finds. No person reviews your data or your report before it reaches you.

What the numbers mean

The annual leak estimate and the £ figures against individual findings are indicative. They're calculated by applying severity weightings to the number of records each check flags, combined with industry-typical assumptions about deal values and conversion, and measured against healthy-band thresholds we set ourselves based on common patterns across the portals we've seen, not a published industry standard. They are not a valuation, an accounting figure, or a forecast of recoverable revenue, and they shouldn't be presented as one.

Two portals with identical scores can have very different real-world exposure, because the audit can't see your pricing, your sales cycle, your margins or your commercial context.

What it can't see

It reads a sample. Property fill rates are measured across a sample of contacts, not your full database. And if your portal has more than 175,000 contacts, the checks themselves run against the oldest 175,000 rather than the full set — the report says so when this happens, and treats itself as a peek at the patterns rather than a complete audit. The same applies to workflow performance (zombie/completion-gap checks) if you have more than 250 active workflows.
It reads what the scopes allow. Anything outside the read-only permissions you granted is invisible to it, including custom objects and anything held outside HubSpot.
Four checks need Professional or above. On Free and Starter tiers the workflow checks are skipped, and the report says so.
It's a snapshot. Findings reflect your portal at the moment the audit ran. Expect them to drift within about 90 days.
It doesn't know your intent. A "stuck" deal may be deliberately parked. A stale contact may be a customer you speak to annually. The audit flags patterns; you know the context.
Every portal is customised. The checks assess common patterns. A flag may simply reflect a deliberate choice in how your portal is set up.

How to use it

As a starting point for a conversation, not a substitute for a proper review. If a finding looks significant, check it against your own records before acting on it or reporting it upward.

If you want the deeper version

A full review looks at the things an automated pass can't: how your pipeline stages map to how your team actually sells, whether your workflows do what their names suggest, where your reporting and your CRM disagree, and what it's worth fixing first given your commercial context. It also works from a full data set rather than a sample, and takes days rather than minutes. That's a paid engagement with a defined scope. Email audit@pineriverdata.com and I'll tell you whether it's worth it.

The honest bit

This audit is free because it's useful, and because some people who run it will want help afterwards. It isn't a trial, there's no paywall, and the report is yours whether we ever speak. But it's automated, and automated tools are confidently wrong sometimes. If something in your report looks off, email me — I read every reply, and it makes the tool better.