FunnelLedger — The HubSpot Lifecycle Spine Audit.

Interactive sample report · synthetic SaaS data

The audit, end to end.

Open the full connected sample to inspect the actual report — cover thesis, Lifecycle Trust Over Time, raw vs adjusted spine, stage evidence, Lifecycle Decay, and Segment Actions boundaries. Hover the dotted phrases inside to see the evidence behind each conclusion.

Open interactive sample → See report guide

HoverHover or tab through dotted phrases inside the sample to see why FunnelLedger looks at Lifecycle Stage history, source-of-change, touchpoints, deals, and companies.

TraceEvery conclusion traces back to an evidence packet, so the reader can see what was counted and what was excluded.

CompareThe same report explains what the Basic Upload Report can prove from uploaded files and what Connected adds with live HubSpot evidence.

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01 · The product

The report is the product.

FunnelLedger turns lifecycle-stage history, source-of-change evidence, and (on Connected) live CRM activity into a board-ready report. Five things every report carries — see them on the Report page.

01 · Trust trend

Lifecycle Trust Over Time.

Per-month and per-quarter buckets of high, medium, low, and distorted trust — so you see how lifecycle trust shifted across the audited window, not just at the snapshot.

02 · Movement

Raw vs adjusted spine.

Workflow, import, and bulk-edit transitions are separated from real lifecycle movement, so you can tell when "funnel improvement" was actually an admin sweep.

03 · Cleanup

Lifecycle Decay.

Stale records — contacts whose label is no longer earning its support. MQLs without recent qualification, SQLs without sales activity, Opportunities without deal context.

04 · Performance

Stage performance.

Per-stage conversion rates, time-in-stage, and evidence quality. Stages ranked by how well they're earning their conversion claims.

05 · Connected only

Live evidence & Segment Actions.

On the Connected plan, FunnelLedger reads live touchpoints, deal and company context, and approved cohorts can be pushed to HubSpot static lists with explicit per-action approval.

See the report in detail →

02 · How it runs

Two ways to run the audit. Same audit logic, different evidence depth.

Start with the upload path — privacy-first, no HubSpot connection required. Step up to the connected path when you want live evidence, deal and company context, and Segment Actions.

01 · Upload path

Upload HubSpot property-history exports.

No HubSpot connection required — you upload HubSpot property-history exports and nothing else. No names, emails, or phone numbers are needed: PII-like values are ignored or suppressed and never rendered in the report. FunnelLedger reconstructs the lifecycle spine, classifies transitions, validates detected lifecycle paths, and returns the full Lifecycle Spine Audit.

no OAuth privacy-first unlimited re-runs

02 · Connected path

Connect HubSpot via OAuth.

Live lifecycle history, touchpoints, deal and company context, plus Segment Actions with explicit approval. Always-current re-runs as your portal changes. Read-only except for the Segment Actions you sign off on.

live evidence deal context Segment Actions

03 · The tiers

Two per-report tiers. $99 to unlock, $199 to connect.

Pick the tier that matches the depth of evidence you need. Pilot access may be offered by invitation; the public product is the Basic Upload Report and the Connected Report.

Basic Upload Report · $99 per report — one delivered Uploaded-file Lifecycle Spine Audit. Lifecycle Stage history CSV + up to 5 supporting property-history CSVs. Trust Over Time, raw vs adjusted spine, who changed Lifecycle Stage, detected paths, CSV bundle. No HubSpot connection.
Connected Report · $199 per report — one delivered Connected Lifecycle Spine Audit. Everything in the Basic Upload Report, plus HubSpot OAuth, live touchpoints, deal and company context, Lifecycle Decay, Segment Actions with explicit approval.
HTML report first, with the CSV bundle for spreadsheets and review handoff.
Pilot access may be offered by invitation when a portal needs a hands-on first audit.

See pricing →

FunnelLedger plans

Basic Upload Report · $99 per report

Uploaded-file audit · Trust Over Time · CSV bundle

Connected Report · $199 per report

+ OAuth · Live evidence · Segment Actions

Verdicts

Supported · stale · missing evidence · conflicting

Pilot

By invitation

Buy report → See pricing

Never writes lifecycle stages or contact properties.

Segment Actions are Connected-only and require explicit per-action approval plus the HubSpot write scope.

Safe by default.

FunnelLedger never writes lifecycle stages or contact properties.

No names, emails, or phone numbers are needed for upload.

PII-like values are ignored or suppressed and never rendered.

Segment Actions (Connected) require explicit per-action approval.

04 · Verdicts

Every lifecycle stage gets a deterministic, evidence-backed verdict.

Verdicts are deterministic — never AI guesses. FunnelLedger reads the evidence chain and returns a plain-language verdict: supported, stale, missing evidence, or conflicting. The report always shows what evidence was used and what was missing. AI may help phrase or clarify in governed places; AI never decides verdicts, metrics, lifecycle truth, or CRM actions.

Latest source and original source history around stage movement
Conversion and form evidence where HubSpot exposes it
Sales calls, meetings, tasks, and email activity for SQL and Opportunity support (live touchpoints on Connected; uploaded activity property history on Audit)
Deal and ticket association context for later-stage labels (Connected)
Selected ICP, score, product interest, segment, market, owner, company, and handoff fields used as background context

SQL

SQL movement evidence packet

aggregate stage-level receipt

missing evidence

Stage evidence verdict

Missing evidence. HubSpot history shows SQL movement, but sales touchpoints are thin around the transition window.

✓ Lifecycle spine MQL → SQL movement observed

✕ Sales engagement evidence weak call / meeting coverage

✓ Conversion/form evidence demo requests present

✕ Deal association context open-deal coverage mixed

✓ Source history paid search and direct mix

✓ Context fields ICP fit and product interest present

i Workflow clue source detected · definition optional

05 · Safety

Read-only judgment. Human-approved action.

FunnelLedger produces evidence, verdicts, and recommendations. It never writes to lifecyclestage or any contact property. The only HubSpot write surface is Segment Actions on the Connected plan — explicit per-action approval and the HubSpot write scope required.

No PII needed for upload

No names, emails, or phone numbers are needed for the upload path. PII-like values are ignored or suppressed and never rendered in reports.

No lifecycle-stage writes

FunnelLedger never moves contacts between lifecycle stages or changes contact properties. Cleanup happens inside HubSpot, run by you.

Verdict traceability

Every verdict stays tied to lifecycle periods, evidence windows, selected context inputs, and the missing signals that produced the recommendation.

Segment Actions only with consent

On the Connected plan, Segment Actions create HubSpot static lists from reviewed cohorts — explicit per-action approval, HubSpot write scope required.

06 · For HubSpot agencies

Audit client portals. Prove the lifecycle stage truth.

Agencies walk into messy portals all the time. FunnelLedger turns lifecycle review into a repeatable audit: deterministic verdicts, evidence receipts, Trust Over Time, detected paths, recommended cohorts, and — on Connected — Segment Actions for the cleanup the client has already approved.

Run the same audit playbook across client portals — start with the upload path on day one, no OAuth required
Hand clients a readable report showing which lifecycle stages are supported, stale, missing evidence, or conflicting
Step up to Connected for live touchpoints, deal and company context, and Segment Actions on approved cohorts
Package it as a Lifecycle Spine Audit, not a broad HubSpot scanner

See the agency program →

Example agency engagement view, assembled from individual client portal reports.

Acme Inc.

214 stale MQL labels

report ready

Northwind

42 missing-evidence SQLs

owner review

Globex

19 conflicting Opp labels

watchlist

Soylent Corp.

0 flags

clean

Initech

88 cohort candidates

segment ready

+12 more

scanning…

queued

Questions teams ask before the first audit.

FunnelLedger is intentionally narrow: a deterministic, evidence-backed Lifecycle Spine Audit. AI may help phrase or clarify in governed places — never decides verdicts, metrics, or CRM actions.

Does this change anything in HubSpot?

The audit is read-only. FunnelLedger never writes to lifecyclestage or any contact property. On the Connected plan, Segment Actions can create a HubSpot static list from a reviewed cohort — explicit per-action approval, HubSpot write scope required. Cleanup happens inside HubSpot, run by you.

Do I need to connect HubSpot to start?

No. Start with the upload path — no HubSpot connection required. Upload your HubSpot property-history exports and FunnelLedger runs the audit. Step up to the Connected plan when you want live touchpoints, deal and company context, and Segment Actions.

What about PII and privacy?

No names, emails, or phone numbers are needed for upload. PII-like values are ignored or suppressed and never rendered in reports. The Connected audit is read-only except for the Segment Actions you explicitly approve. See our privacy page for the full contract.

What's in each plan?

Basic Upload Report · $99 per report — full uploaded-file Lifecycle Spine Audit, Trust Over Time, raw vs adjusted spine, who changed Lifecycle Stage, detected paths, CSV bundle. Connected Report · $199 per report — everything in the Basic Upload Report, plus HubSpot OAuth, live touchpoints, deal/company context, Lifecycle Decay, Segment Actions. Pilot access may be offered by invitation.

What about custom lifecycle paths?

FunnelLedger detects branching lifecycle paths (e.g. customer vs partner motions) and asks the operator to confirm the lifecycle design. In upload mode, it can validate the separator property the team uses to distinguish paths. The audit is honest about coverage when a separator is named but not uploaded.

Are verdicts AI-generated?

No. Verdicts are deterministic — every verdict carries the evidence chain underneath it. AI may help phrase or clarify in governed places (intro paragraph, industry context); AI never decides a verdict, a metric, or a CRM action.

Stripe checkout · per delivered report

Buy the report, then run the audit.

FunnelLedger is the HubSpot Lifecycle Spine Audit, sold per delivered report. Choose the Basic Upload Report if you want to upload HubSpot property-history CSVs. Choose the Connected Report if you want HubSpot OAuth, live evidence, Lifecycle Decay, and Segment Actions with explicit approval.

Basic Upload Report ($99 per report): one delivered Uploaded-file Lifecycle Spine Audit. Lifecycle Stage history CSV required, up to 5 supporting property-history CSVs.
Connected Report ($199 per report): everything in the Basic Upload Report, plus HubSpot OAuth, live touchpoints, deal/company context, Lifecycle Decay, Segment Actions with explicit approval.
Checkout returns you directly to the right flow: upload files for Basic, OAuth install for Connected.
No names, emails, or phone numbers are needed for the upload path.
PII-like values are ignored or suppressed and never rendered in reports.

Basic Upload Report

$99 per delivered report. Upload HubSpot property-history CSVs and receive the full uploaded-file audit plus CSV bundle.

Connected Report

$199 per delivered report. Connect HubSpot by OAuth for live evidence, Lifecycle Decay, and Segment Actions with explicit approval.

Secure checkout runs on Stripe. The report flow starts immediately after payment.

Choose report →

See what really happened before each lifecycle stage changed.