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.
