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Health

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Ability to roll up sub account level health to an account level dimension

I would like to be able to use the sub account health as a dimension for the account level health.
Kim Conley 4 months ago in Health 1 Planned

Health calculations should be real-time, or more frequent than daily

Currently health is updated at midnight every day... ideally, account health should re-calculate any time a change is made that affects health (e.g. touchpoint created etc...)
Guest about 1 year ago in Health 0 Collecting Feedback

Multi-Dimensional Health in Executive Console Customer Health

Good Afternoon, Please incorporate Multi-Dimensional Health into the Executive Console Customer Health section. Some of our Executives really value the data here, and they are very excited about our transition to Multi-Dimensional Health. However,...
Guest 7 months ago in Health 0 Collecting Feedback

Downloadable CSV file from Health Designer

Hello!! I noticed that I was unable to download a CSV file from my Health Designer. For instance, downloading a CSV of the health changes based on new attribute updates. Having this would be SO helpful when evaluating all of the health changes whe...
Jennie Hayes 10 months ago in Health 0 Collecting Feedback

Show conditions affecting health status in segment column

Currently, it is only possible to see the conditions affecting an account's health rank by clicking on the eye-shaped symbol next to the account name. Would like a way to view these conditions directly in the segment as a column.
Guest over 1 year ago in Health 0 Collecting Feedback

see the health profile that has been applied to an account

The ability in a segment to see the health profile that has been applied to an account. This would help clarify with a quick glance which metrics they are being measured on.
Elizabeth Tajonar 8 months ago in Health 0 Planned

Last Touch Dimension

I want to add Last Touch as a metric in our dimensional health score in a different dimension. I want it to be able to have a specific weight within a dimension vs. having Last Touch in its own dimension.
Rachel Timman 9 months ago in Health 0 Collecting Feedback

Allow Health Score to show for Cancelled Accounts

Our health score is comprised mainly of product usage info. When our customers cancel, they are downgraded to our Free Plan and they still have access to logging in and using the product at a basic level. On occasion, we have customers who cancel ...
Guest about 1 year ago in Health 0 Collecting Feedback

Globally define filters on Customer Health Dashboard

We'd like to be able to globally define the filters for the Customer Health Dashboard. This is because I have the segments defined for: all, onboarding, adoption & nurture. I'd like to have of the filters defined already so our leadership can ...
Guest 12 months ago in Health 0 Collecting Feedback