Prepared for Cadence

Generated 2026-06-11T09:00:00+00:00 · 24 active user(s) · 90-day activity window · Tier: professional

Total potential annual savings

EUR 10,200

EUR 7,200/year from re-allocating seats · EUR 3,000/year from cancelling unused seats at renewal . Current monthly: EUR 1,300; recommended monthly: EUR 700.

Pricing used (source: HubSpot list (Professional))

Seat	Monthly	Annual
core	EUR 50	EUR 600
partner	EUR 0	EUR 0
sales-hub	EUR 100	EUR 1,200
service-hub	EUR 100	EUR 1,200
view-only	EUR 0	EUR 0

Seat distribution (current vs recommended)

Seat	Current	Recommended
sales-hub	8	2
core	10	10
partner	3	3
view-only	3	9

Change summary

9 potential seat change(s) (9 downgrade, 0 upgrade); 15 unchanged.

Unused (purchased-but-unallocated) seats: 3 core, 1 sales-hub. Cancelable at renewal.

2 pending invite(s) hold seats: 1 core, 1 view-only. These reserve seats but aren't evaluated for recommendations -- chase or revoke.

Action items

Seats to downgrade (9 user(s))

Currently on a paid seat that exceeds measured activity. Downgrade frees the seat cost without affecting their work.

Email	Current	Recommended	Confidence	Rationale
dane.koch@cadence.example	core	view-only ↓	high	no measured activity in window
paul.frei@cadence.example	core	view-only ↓	high	no measured activity in window
rosa.lindt@cadence.example	core	view-only ↓	high	no measured activity in window
emma.voss@cadence.example	sales-pro	core ↓	medium	6 active deal(s) owned
leon.fischer@cadence.example	sales-pro	core ↓	high	29 contacts created; 121 active deal(s) owned; 88 task(s) touched; 18 note(s) authored
lucas.weber@cadence.example	sales-pro	view-only ↓	high	no measured activity in window
mia.dahl@cadence.example	sales-pro	core ↓	high	37 contacts created; 140 active deal(s) owned; 96 task(s) touched; 51 note(s) authored; 2 personal meeting link(s)
sara.holm@cadence.example	sales-pro	view-only ↓	high	no measured activity in window
tom.adler@cadence.example	sales-pro	view-only ↓	medium	only 7 action(s) -- review

Orphan sequences to transfer or archive (2 sequence(s), 1 ex-owner(s))

Owned by deactivated or deleted users. They remain visible to active Sales Hub users but have no live owner. Transfer to a current user or archive.

Owner userId	Sequences	Sample names
user-deleted-41	2	Q1 outbound; Trade-show follow-up

Recommendations

Email	Current	Recommended	Confidence	Rationale
paul.frei@cadence.example	core	view-only ↓	high	no measured activity in window
rosa.lindt@cadence.example	core	view-only ↓	high	no measured activity in window
dane.koch@cadence.example	core	view-only ↓	high	no measured activity in window
ivy.bauer@cadence.example	core	core	high	Super Admin -- review configuration activity manually
hugo.reier@cadence.example	core	core	high	18 task(s) touched
livia.sand@cadence.example	core	core	high	Super Admin -- review configuration activity manually
nora.vidal@cadence.example	core	core	high	14 contacts created; 33 task(s) touched; 61 note(s) authored
oscar.pue@cadence.example	core	core	high	88 active deal(s) owned; 25 task(s) touched; 12 note(s) authored
ben.moreau@cadence.example	core	core	high	18 contacts created; 12 active deal(s) owned; 96 note(s) authored
ines.kraft@cadence.example	core	core	high	Super Admin -- review configuration activity manually
agency.ops@cadence.example	partner	partner	high	Super Admin -- review configuration activity manually
agency.cx@cadence.example	partner	partner	high	partner seat -- no change
agency.lead@cadence.example	partner	partner	high	partner seat -- no change
erik.holt@cadence.example	view-only	view-only	high	no measured activity in window
vera.lund@cadence.example	view-only	view-only	high	no measured activity in window
milo.fenn@cadence.example	view-only	view-only	high	no measured activity in window
lucas.weber@cadence.example	sales-pro	view-only ↓	high	no measured activity in window
sara.holm@cadence.example	sales-pro	view-only ↓	high	no measured activity in window
tom.adler@cadence.example	sales-pro	view-only ↓	medium	only 7 action(s) -- review
emma.voss@cadence.example	sales-pro	core ↓	medium	6 active deal(s) owned
leon.fischer@cadence.example	sales-pro	core ↓	high	29 contacts created; 121 active deal(s) owned; 88 task(s) touched; 18 note(s) authored
mia.dahl@cadence.example	sales-pro	core ↓	high	37 contacts created; 140 active deal(s) owned; 96 task(s) touched; 51 note(s) authored; 2 personal meeting link(s)
noah.lindqvist@cadence.example	sales-pro	sales-hub	high	14 HubSpot-dialed call(s) in window
ava.bergstrom@cadence.example	sales-pro	sales-hub	high	Super Admin -- review configuration activity manually

Per-user activity (90-day window for contacts & calls)

Email	Seat	Contacts	Meeting links	Calls	Deals	Tasks	Notes	Forecasts	Logged in	Total
paul.frei@cadence.example	core	0	0	0	0	0	0	0	no	0
rosa.lindt@cadence.example	core	0	0	0	0	0	0	0	no	0
dane.koch@cadence.example	core	0	0	0	0	0	0	0	no	0
ivy.bauer@cadence.example	core	0	0	0	0	0	0	0	no	0
hugo.reier@cadence.example	core	7	0	0	0	18	9	0	no	34
livia.sand@cadence.example	core	9	0	0	0	0	40	0	no	49
nora.vidal@cadence.example	core	14	0	0	0	33	61	0	no	108
oscar.pue@cadence.example	core	0	0	0	88	25	12	0	no	125
ben.moreau@cadence.example	core	18	0	0	12	0	96	0	no	126
ines.kraft@cadence.example	core	22	0	0	0	20	140	0	no	182
agency.ops@cadence.example	partner	4	0	0	0	0	0	0	no	4
agency.cx@cadence.example	partner	0	0	0	0	11	0	0	no	11
agency.lead@cadence.example	partner	0	0	0	33	20	0	0	no	53
erik.holt@cadence.example	view-only	0	0	0	0	0	0	0	no	0
vera.lund@cadence.example	view-only	0	0	0	0	0	0	0	no	0
milo.fenn@cadence.example	view-only	0	0	0	0	0	0	0	no	0
lucas.weber@cadence.example	sales-pro	0	0	0	0	0	0	0	no	0
sara.holm@cadence.example	sales-pro	0	0	0	0	0	0	0	no	0
tom.adler@cadence.example	sales-pro	0	0	0	4	3	0	0	no	7
emma.voss@cadence.example	sales-pro	0	0	0	6	9	2	0	no	17
leon.fischer@cadence.example	sales-pro	29	0	0	121	88	18	0	no	256
mia.dahl@cadence.example	sales-pro	37	2	0	140	96	51	0	no	326
noah.lindqvist@cadence.example	sales-pro	48	0	14	176	151	30	0	no	419
ava.bergstrom@cadence.example	sales-pro	61	0	22	210	180	44	3	no	520

Access drift

Governance hygiene over the portal's users. Severity: Good Watch Act

Signal	Count	%	Severity
Super Admins	5	20.8%	Watch
Super Admins inactive in window	1		Watch
Deactivated users still Super Admin	1		Watch

Super Admins

Email	Seat	Activity total	Status
agency.ops@cadence.example	partner	4	active
ava.bergstrom@cadence.example	sales-pro	520	active
dana.olsen@cadence.example	core	0	deactivated
ines.kraft@cadence.example	core	182	active
ivy.bauer@cadence.example	core	0	no activity
livia.sand@cadence.example	core	49	active

Health score

76/100 (hygiene pillars) 2 Red9 Amber

Data Quality: 82/100
Access Drift: 70/100

Top findings

Red companies: 2,410 (61.5%) stale (>180d)
Red companies: 510 (13.0%) missing name
Amber deals: 61 custom properties
Amber contacts: 58 custom properties
Amber companies: 740 (18.9%) no owner
Amber 5 Super Admins (21% of active users)
Amber contacts: 520 (4.2%) missing email
Amber companies: 88 (2.2%) missing domain
Amber 1 Super Admin inactive in the window
Amber 1 deactivated user still Super Admin

Data quality

Per-object hygiene signals (read-only counts). Severity: Good Watch Act

contacts — 12,480 records

Signal	Count	%	Severity
No owner	410	3.3%	Good
Owned by deactivated users	60	0.5%	Watch
Stale (>180d)	320	2.6%	Good
Missing email	520	4.2%	Watch
Missing lifecyclestage	90	0.7%	Good
Custom properties	58		Watch

companies — 3,920 records

Signal	Count	%	Severity
No owner	740	18.9%	Watch
Owned by deactivated users	0	0.0%	Good
Stale (>180d)	2,410	61.5%	Act
Missing name	510	13.0%	Act
Missing domain	88	2.2%	Watch
Custom properties	12		Good

deals — 8,650 records

Signal	Count	%	Severity
No owner	0	0.0%	Good
Owned by deactivated users	0	0.0%	Good
Stale (>180d)	190	2.2%	Good
Missing amount	130	1.5%	Good
Missing closedate	12	0.1%	Good
Custom properties	61		Watch

tickets: not used (0 records).

Duplicate detection is left to HubSpot's native Data Quality tools (Breeze); this section complements them with portable, scored signals that need no Data Hub.

Caveats.

Recommendations are heuristics based on observable API signals; manual review required before contract changes.
Sequences and meeting-links counts are all-time, not windowed -- they reflect ownership of resources, not recent activity.
Sequences owned by deactivated users remain in the portal and visible to active users, but aren't attributed to any row in this report.
Playbook usage, dashboard views, and forecasting UI activity are not measurable via API and not reflected in these counts.
Tier (professional) is treated as uniform across the portal. Mixed-tier portals (e.g. Marketing Hub Enterprise + Sales Hub Pro) are not modeled; see internal-docs/LIMITATIONS.md.
Partners are not classified -- different commercial model.
Pricing uses HubSpot's published list prices in EUR; real customer prices vary with discounts and contract terms.

HubScan -- read-only HubSpot health audit. Every API call HubScan made is recorded in the sibling .trace.md file alongside this report.