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Account Health Score

by recued-core v1 action

Computes 4-component health score with traffic-light status visualization.

How it works

Data fetch
▼ company company-reader-hubspot
Fetch reader from hubspot
▼
Process (14 steps)
⚠ validate_company guard
Stop if company is missing
■ ticket_health math
Calculate: max(0, min(100, 100 - {{step.company.ticket_count_90d}} * 10))
■ nps_health math
Calculate: max(0, min(100, ({{step.company.latest_nps}} + 100) / 2))
■ usage_health math
Calculate: max(0, min(100, {{step.company.usage_trend_pct}} + 50))
■ engagement_health math
Calculate: max(0, min(100, 100 - {{step.company.days_since_positive_engagement}} * 3))
■ overall_health math
Calculate: ({{step.ticket_health}} + {{step.nps_health}} + {{step.usage_health}} + {{step.engagement_health}}) / 4
■ overall_category_index math
Calculate: floor({{step.overall_health}} / 10)
■ overall_status switch
Map overall category index to one of: 4, 5, 6, 7, 8, 9, 10
■ component_status_ticket switch
Map ticket health to one of:
■ component_status_nps switch
Map nps health to one of:
■ component_status_usage switch
Map usage health to one of:
■ component_status_engagement switch
Map engagement health to one of:
■ health_checklist to_checklist
Format results as an actionable checklist
■ overall_summary to_summary
Format results as a summary card
▼
Output
summary overall_summary
checklist health_checklist

Settings (1)

Configurable at install. Defaults shown — change anytime in the extension.

positive engagement sources choice = positive_call_note (positive_call_note, meeting, renewal_signal)

Tags

hubspot accounthealth-scorecustomer-successhubspot

Details

15 steps 1 configurable settings recipe_id: compute-account-health-score-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy compute-account-health-score-hubspot and paste it after pairing.