Northwind · HubSpot health check
A read-only review of how Northwind's CRM is set up and how it is actually used. Every finding below cites the check that produced it, so your team can rerun it and disagree with us if the numbers are wrong.
The team uses the CRM every day and the data is recoverable, but ARR and the forecast can't be trusted yet. Most of the damage traces back to a few fields with no single owner.
Scorecard by area
Each area is scored out of 100 from the checks listed in the method section. The overall score is the unweighted mean. Below 55 is at risk, 55–74 needs work, 75 and above is healthy.
Findings
Fourteen findings, ranked by severity. Critical means numbers leadership uses today are wrong or data is exposed; High means the team is losing time or deals; Medium means it will cost more to fix later. Select a row for how we found it and how we'd fix it safely.
Effort: S is under a day, M is two to five days, L is more than a week including review time with your team.
Prioritised fix plan
Ordered so the cheap, high-risk fixes go first and nothing is cleaned twice: automation is fixed before the data it keeps breaking. Numbers in brackets refer to findings.
Decisions we need from you
These are business decisions, not technical ones, so we won't make them quietly. Each has our recommendation; the work in the plan above assumes it unless you tell us otherwise.