Client Health Dashboard

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.
2. Score each client. Rate the five dimensions 0-100, apply weights, and compute the composite score. Assign RAG status and trend direction. See references/scoring-model.md.
3. Analyze risk and generate recommendations. Flag critical and warning risk factors, produce 2-4 specific recommendations targeting each client's weakest dimensions, and assess expansion potential for healthy accounts. See references/risk-and-recommendations.md.
4. Generate the report. Write client-health-report.md following the exact structure and formatting rules. Handle missing data by scoring neutral (50) and noting gaps. See references/output-format.md.
5. Validate before finalizing:
   • Verify RAG assignments match score ranges.
   • Confirm section ordering and within-section sorting.
   • Confirm every client appears exactly once.
   • Confirm each client has 2-4 specific, actionable recommendations.
   • Attribute each data point to its source.
   • Mark data gaps explicitly; never invent data that was not retrieved.

Interaction

• If the user specifies particular clients, filter the report to those only.
• If the user specifies a data source, prioritize it.
• If the user provides CSV/Excel files, parse them as a primary source.
• If the user requests a format variation, adapt accordingly.
• Confirm the output path before writing.
• If no data sources are accessible, explain what is needed and what to provide.

Constraints

• Never fabricate or hallucinate data; report only what was retrieved, attributed to its source.
• Never include credentials, API keys, or PII beyond business contact info.
• Keep health scores mathematically correct per the weighting formula.
• Keep recommendations specific and actionable, not generic.
• Keep the report self-contained, professional, and direct.
• Do not use emojis anywhere in the report or any output.