The best way to do this is to start with our Account Health report. Go to Add-ons > Demand Sage > View Report Library. You will see a list of reports on the left side of the library. Select Account Health and click on GET. The report will be instantaneously copied to your Sheet.
This report will allow you to search and select any accounts that you have in Hubspot and understand what their current health score is. We leverage different health scores that are offered out-of-the-box in Hubspot. Select any of them on the first column and use the subsequent columns to select which metrics you want to look at to understand why low-scoring accounts might be at risk.
The common problems we see are:
Other questions? Happy to help!