Individual skill

client-health-dashboard

Generates a comprehensive client health overview across all accounts. Reads CRM data, support tickets, usage metrics, billing, and engagement logs. Calculates health scores, trend direction, and RAG status per client. Outputs a sorted risk report with recommended actions.

client-health-dashboard/SKILL.md

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Last checked: Nov 10, 2026

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Repository stars (not skill ratings): 423
Repository last updated: Oct 20, 2026
License: MIT

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SKILL.mdcore · 3,968 bytes
SKILL.mdcore · 3,968 bytes
references/data-sources.mddoc · 3,859 bytes
references/output-format.mddoc · 4,399 bytes
references/risk-and-recommendations.mddoc · 2,754 bytes
references/scoring-model.mddoc · 3,770 bytes

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# Client Health Dashboard

Generate a data-driven client health report: pull data from every available source, compute a weighted health score per client, and produce a prioritized risk report (`client-health-report.md`) sorted by risk with RAG status and actionable recommendations.

## Contents

- `references/data-sources.md` -- what to pull from CRM, support, usage, billing, and communication channels
- `references/scoring-model.md` -- dimensions, weights, scoring rules, composite formula, RAG thresholds, trend logic
- `references/risk-and-recommendations.md` -- risk factor triggers, per-dimension recommendation menus, expansion assessment
- `references/output-format.md` -- exact report structure, formatting rules, and missing-data handling

## Workflow

1. Collect data from every available source. Handle failures gracefully: log what was unavailable and proceed with partial data. Never fabricate data. See `references/data-sources.md` for the full source list and the fields to extract per client.