# 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.

- **Type:** Skill
- **Install:** `agentstack add skill-onewave-ai-claude-skills-client-health-dashboard`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [OneWave-AI](https://agentstack.voostack.com/s/onewave-ai)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [OneWave-AI](https://github.com/OneWave-AI)
- **Source:** https://github.com/OneWave-AI/claude-skills/tree/main/client-health-dashboard
- **Website:** https://www.onewave-ai.com

## Install

```sh
agentstack add skill-onewave-ai-claude-skills-client-health-dashboard
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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.

## Interaction

- If the user specifies particular clients, filter the report to those only.
- If the user specifies a data source, prioritize it.
- If the user provides CSV/Excel files, parse them as a primary source.
- If the user requests a format variation, adapt accordingly.
- Confirm the output path before writing.
- If no data sources are accessible, explain what is needed and what to provide.

## Constraints

- Never fabricate or hallucinate data; report only what was retrieved, attributed to its source.
- Never include credentials, API keys, or PII beyond business contact info.
- Keep health scores mathematically correct per the weighting formula.
- Keep recommendations specific and actionable, not generic.
- Keep the report self-contained, professional, and direct.
- Do not use emojis anywhere in the report or any output.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [OneWave-AI](https://github.com/OneWave-AI)
- **Source:** [OneWave-AI/claude-skills](https://github.com/OneWave-AI/claude-skills)
- **License:** MIT
- **Homepage:** https://www.onewave-ai.com

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-onewave-ai-claude-skills-client-health-dashboard
- Seller: https://agentstack.voostack.com/s/onewave-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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