Agent skill · data analytics · onewave-ai
client-health-dashboard
Generates a comprehensive client health overview across all accounts. Reads CRM data, support tickets, usage metrics, billing, and engagement logs. Calculates health scores, trend direction, and RAG status per client. Outputs a sorted risk report with recommended actions.
Why this skill is useful
Adds a comprehensive workflow for generating client health reports with specific scoring models and actionable recommendations that the AI cannot infer from general knowledge.
What it needs
Requires bash installed locally. Requires gmail, hubspot, onewave-crm, slack account access. About 2k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
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 1. Collect data from every available source. Handle failures gracefully: log what was unavailable and proceed with partial data. Never fabricate data. See references/data-sources.md for the full source list and the fields to extract per client. 2. Score each client. Rate the five dimensions 0-100, apply weights, and compute the composite score. Assign RAG status and trend direction. See references/scoring-model.md. 3. Analyze risk and generate recommendations. Flag critical and warning risk factors, produce 2-4 specific recommendations targeting each client's weakest dimensions, and assess expansion potential for healthy accounts. See references/risk-and-recommendations.md. 4. Generate the report. Write client-health-report.md following the exact structure and formatting rules. Handle missing data by scoring neutral (50) and noting gaps. See references/output-format.md. 5. Validate before finalizing: Verify RAG assignments match score ranges. Confirm section ordering and within-section sorting. Confirm every client appears exactly once. Confirm each client has 2-4 specific, actionable recommendations. Attribute each data point to its source. Mark data gaps explicitly; never invent data that was not retrieved. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/client-health-dashboard