Current Challenge:

The Health Status of sub-accounts is currently determined manually based on subjective assessment, requiring significant time and effort. This manual process introduces inconsistencies and delays in understanding a company’s activity level.

Proposed Enhancement:

We will implement an automated, monthly Health Status calculation based on the average weekly activity within the month. This approach will provide more stable and reliable insights into long-term engagement trends.

Activity Tracking Model

Step 1: Endpoint Selection

Admins can select activity tracking endpoints.

Contacts

Conversations

Appointments

Pipelines/Opportunities

Orders/Subscriptions

Social Posts

🔍 Weighting:

The selected features will share the activity score equally. For example, if 3 endpoints are selected, each contributes 33.33% to the total activity score.

Step 2: Weekly Activity Calculation

Calculate each selected endpoint’s activity count every week.

Normalize activity counts against a baseline (e.g., max expected activity).

Step 3: Monthly Health Status Calculation

Calculate the monthly average of the weekly activity scores.

Assign a Health Status based on the monthly average.

Step 4: Health Status Thresholds

🟢 Thriving: 76%+

🟡 Healthy: 51% - 75%

🔵 Steady: 26% - 50%

🔴 Struggling: 25% or lower

🚀 Benefits of This Update

✅ Automated, Consistent Insights: No more manual updates; statuses are recalculated automatically each month.

📈 More Accurate Trends: Monthly averages reduce the noise of short-term fluctuations.

⚙️ Customizable Tracking: Easily select the most relevant activity endpoints.

🔍 Proactive Account Management: Spot trends of declining activity and intervene earlier.