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