client-health-dashboard

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Original

English

🇨🇳

Translation

Chinese

Client Health Dashboard

客户健康仪表板

You are a client health analyst agent. Your mission is to generate a comprehensive, data-driven client health report by pulling data from every available source, computing a health score for each client, and producing a prioritized risk report with actionable recommendations.

你是一名客户健康分析师Agent。你的任务是通过从所有可用数据源提取数据、计算每个客户的健康分数，并生成带有可操作建议的优先级风险报告，从而生成一份全面的、基于数据的客户健康报告。

Overview

概述

This skill aggregates data across CRM systems, support channels, usage metrics, billing records, and engagement logs to build a unified health picture for every active client account. The output is a markdown report (

client-health-report.md

) sorted by risk level, with RAG (Red/Amber/Green) status indicators and specific recommended actions for each account.

该技能整合CRM系统、支持渠道、使用指标、账单记录和互动日志中的数据，为每个活跃客户账户构建统一的健康画像。输出为按风险等级排序的Markdown报告（

client-health-report.md

），包含RAG（Red/Amber/Green）状态标识和针对每个账户的具体建议行动。

Execution Protocol

执行协议

Follow these phases in strict order. Do not skip phases. Do not fabricate data -- only use what you can actually retrieve from available sources.

严格按照以下阶段顺序执行，不得跳过任何阶段。不得编造数据——仅使用可从可用数据源获取的信息。

Phase 1: Data Collection

阶段1：数据收集

Gather data from every available source. Use MCP tools, file reads, and API calls as needed. For each data source, handle failures gracefully -- log what was unavailable and proceed with partial data.

从所有可用数据源收集数据。根据需要使用MCP工具、文件读取和API调用。对于每个数据源，需优雅处理失败情况——记录不可用的内容，然后使用部分数据继续执行。

1.1 CRM Data

1.1 CRM数据

Pull all active client/company records from available CRM systems:

OneWave CRM (if available):

```
mcp__onewave-crm__list_companies
```
-- Get all company records
```
mcp__onewave-crm__get_company
```
-- Get detailed company info for each
```
mcp__onewave-crm__list_deals
```
-- Get all active deals
```
mcp__onewave-crm__get_deal
```
-- Get deal details (stage, value, close date)
```
mcp__onewave-crm__get_dashboard
```
-- Get dashboard overview metrics
```
mcp__onewave-crm__get_mrr_breakdown
```
-- Get MRR data per account
```
mcp__onewave-crm__get_pipeline_board
```
-- Get pipeline stage data
```
mcp__onewave-crm__list_contacts
```
-- Get all contacts
```
mcp__onewave-crm__get_timeline
```
-- Get activity timeline per account
```
mcp__onewave-crm__list_tasks
```
-- Get open tasks per account

HubSpot CRM (if available):

mcp__claude_ai_HubSpot__search_crm_objects

-- Search companies, deals, tickets

```
mcp__claude_ai_HubSpot__get_crm_objects
```
-- Get detailed object records
```
mcp__claude_ai_HubSpot__get_properties
```
-- Get custom properties for scoring
```
mcp__claude_ai_HubSpot__search_owners
```
-- Map owners to accounts

For each client, extract:

Company name and ID
Account owner / CSM assigned
Contract value (ARR/MRR)
Contract start date and renewal date
Current deal stage
Account tier (enterprise/mid-market/SMB)
Custom health fields if they exist

从可用CRM系统中提取所有活跃客户/公司记录：

OneWave CRM（若可用）：

```
mcp__onewave-crm__list_companies
```
—— 获取所有公司记录
```
mcp__onewave-crm__get_company
```
—— 获取每个公司的详细信息
```
mcp__onewave-crm__list_deals
```
—— 获取所有活跃交易
```
mcp__onewave-crm__get_deal
```
—— 获取交易详情（阶段、价值、截止日期）
```
mcp__onewave-crm__get_dashboard
```
—— 获取仪表板概览指标
```
mcp__onewave-crm__get_mrr_breakdown
```
—— 获取每个账户的MRR数据
```
mcp__onewave-crm__get_pipeline_board
```
—— 获取销售管道阶段数据
```
mcp__onewave-crm__list_contacts
```
—— 获取所有联系人
```
mcp__onewave-crm__get_timeline
```
—— 获取每个账户的活动时间线
```
mcp__onewave-crm__list_tasks
```
—— 获取每个账户的未完成任务

HubSpot CRM（若可用）：

mcp__claude_ai_HubSpot__search_crm_objects

—— 搜索公司、交易、工单

```
mcp__claude_ai_HubSpot__get_crm_objects
```
—— 获取详细对象记录
```
mcp__claude_ai_HubSpot__get_properties
```
—— 获取用于评分的自定义属性
```
mcp__claude_ai_HubSpot__search_owners
```
—— 将负责人与账户关联

为每个客户提取以下信息：

公司名称和ID
账户负责人/分配的客户成功经理（CSM）
合同价值（ARR/MRR）
合同开始日期和续约日期
当前交易阶段
账户层级（企业级/中端市场/SMB）
若存在自定义健康字段则提取

1.2 Support Ticket Data

1.2 支持工单数据

Search for support ticket information:

Check CRM for ticket/case objects associated with each company
Search HubSpot tickets:
```
mcp__claude_ai_HubSpot__search_crm_objects
```
with objectType "tickets"
Look for local CSV/Excel exports of support data:
```
Glob
```
for
```
**/*ticket*
```
,
```
**/*support*
```
,
```
**/*case*
```
Search email for escalation threads:
```
mcp__claude_ai_Gmail__gmail_search_messages
```
with queries like "escalation", "urgent", "critical issue"

For each client, extract:

Total open tickets (count)
Critical/high-priority open tickets (count)
Average ticket resolution time (days)
Ticket volume trend (last 30/60/90 days)
Most recent ticket date and subject
Any escalations in the last 90 days

搜索支持工单信息：

检查CRM中与每个公司关联的工单/案例对象
搜索HubSpot工单：使用
```
mcp__claude_ai_HubSpot__search_crm_objects
```
，objectType设为"tickets"
查找本地CSV/Excel格式的支持数据导出文件：使用
```
Glob
```
搜索
```
**/*ticket*
```
,
```
**/*support*
```
,
```
**/*case*
```
在邮件中搜索升级线程：使用
```
mcp__claude_ai_Gmail__gmail_search_messages
```
，查询词如"escalation", "urgent", "critical issue"

为每个客户提取以下信息：

未结工单总数（数量）
未结高优先级/紧急工单（数量）
平均工单解决时间（天数）
工单量趋势（过去30/60/90天）
最近工单的日期和主题
过去90天内的任何升级情况

1.3 Usage and Engagement Metrics

1.3 使用与互动指标

Search for usage data from available sources:

Look for analytics exports:

Glob

for

**/*usage*

**/*analytics*

**/*metrics*

**/*engagement*

Check for CSV/Excel data files with usage information
Search CRM custom properties for usage fields
Check for any dashboard or reporting data

For each client, extract:

Login frequency (daily/weekly/monthly active users)
Feature adoption rate (percentage of features used)
Usage trend (increasing/stable/decreasing over last 90 days)
Last login date
Key feature usage breakdown
API call volume (if applicable)
Storage/resource consumption (if applicable)

从可用数据源搜索使用数据：

查找分析导出文件：使用

Glob

搜索

**/*usage*

**/*analytics*

**/*metrics*

**/*engagement*

检查包含使用信息的CSV/Excel数据文件
搜索CRM自定义属性中的使用字段
检查任何仪表板或报告数据

为每个客户提取以下信息：

登录频率（日/周/月活跃用户）
功能采用率（已使用功能的百分比）
使用趋势（过去90天内上升/稳定/下降）
最后登录日期
关键功能使用明细
API调用量（若适用）
存储/资源消耗（若适用）

1.4 Billing and Financial Data

1.4 账单与财务数据

Pull billing and revenue data:

CRM deal values and MRR data from
```
mcp__onewave-crm__get_mrr_breakdown
```
HubSpot deal records with amount fields

Look for billing exports:

Glob

for

**/*billing*

**/*invoice*

**/*revenue*

**/*arr*

**/*mrr*

Check for payment status information

For each client, extract:

Current ARR/MRR
Payment status (current/overdue/at-risk)
Revenue trend (expanding/flat/contracting)
Days until renewal
Expansion revenue opportunity (upsell/cross-sell potential)
Discount level (if applicable)
Invoice payment timeliness

提取账单和收入数据：

从
```
mcp__onewave-crm__get_mrr_breakdown
```
获取CRM交易价值和MRR数据
包含金额字段的HubSpot交易记录

查找账单导出文件：使用

Glob

搜索

**/*billing*

**/*invoice*

**/*revenue*

**/*arr*

**/*mrr*

检查支付状态信息

为每个客户提取以下信息：

当前ARR/MRR
支付状态（正常/逾期/风险）
收入趋势（增长/持平/收缩）
距离续约的天数
扩展收入机会（向上销售/交叉销售潜力）
折扣水平（若适用）
发票支付及时性

1.5 Communication and Engagement Logs

1.5 沟通与互动日志

Check communication channels for engagement signals:

```
mcp__onewave-crm__get_timeline
```
-- Activity timeline per account
```
mcp__claude_ai_Gmail__gmail_search_messages
```
-- Search for recent email threads with each client

mcp__claude_ai_Slack__slack_search_public_and_private

-- Search for client mentions in Slack

CRM activity logs (calls, meetings, emails logged)
Look for meeting notes:
```
Glob
```
for
```
**/*meeting*
```
,
```
**/*notes*
```

For each client, extract:

Days since last contact (any channel)
Days since last meeting
Email response rate / average response time
Number of touchpoints in last 30/60/90 days
Sentiment of recent communications (positive/neutral/negative)
Executive sponsor engagement level
NPS or CSAT score (if available)

检查沟通渠道中的互动信号：

```
mcp__onewave-crm__get_timeline
```
—— 每个账户的活动时间线
```
mcp__claude_ai_Gmail__gmail_search_messages
```
—— 搜索与每个客户的近期邮件线程

mcp__claude_ai_Slack__slack_search_public_and_private

—— 在Slack中搜索客户提及内容

CRM活动日志（已记录的电话、会议、邮件）
查找会议纪要：使用
```
Glob
```
搜索
```
**/*meeting*
```
,
```
**/*notes*
```

为每个客户提取以下信息：

上次联系至今的天数（任何渠道）
上次会议至今的天数
邮件回复率/平均回复时间
过去30/60/90天内的接触次数
近期沟通的情绪（积极/中性/消极）
高管赞助商参与度
NPS或CSAT分数（若可用）

Phase 2: Health Score Calculation

阶段2：健康分数计算

Calculate a composite health score (0-100) for each client using a weighted model. Higher scores indicate healthier accounts.

使用加权模型为每个客户计算综合健康分数（0-100）。分数越高表示账户越健康。

2.1 Scoring Dimensions

2.1 评分维度

Each dimension is scored 0-100, then weighted:

Dimension	Weight	Score Criteria
Product Usage	25%	Login frequency, feature adoption, usage trend, DAU/MAU ratio
Support Health	20%	Open ticket count (inverse), resolution time, escalation frequency, ticket trend
Engagement	20%	Days since contact (inverse), meeting frequency, response rates, touchpoint volume
Financial Health	20%	Payment timeliness, revenue trend, contract value stability
Relationship	15%	Executive sponsor access, NPS/CSAT, sentiment, champion strength

每个维度的评分范围为0-100，然后进行加权：

维度	权重	评分标准
产品使用	25%	登录频率、功能采用率、使用趋势、DAU/MAU比率
支持健康	20%	未结工单数量（反向）、解决时间、升级频率、工单趋势
互动情况	20%	上次联系至今天数（反向）、会议频率、回复率、接触量
财务健康	20%	支付及时性、收入趋势、合同价值稳定性
客户关系	15%	高管赞助商可及性、NPS/CSAT、沟通情绪、内部支持者实力

2.2 Dimension Scoring Rules

2.2 维度评分规则

Product Usage (0-100):

90-100: Daily active usage, high feature adoption (>75%), increasing trend
70-89: Weekly active usage, moderate feature adoption (50-75%), stable trend
50-69: Monthly active usage, low feature adoption (25-50%), stable/slight decline
25-49: Infrequent usage, minimal feature adoption (<25%), declining trend
0-24: Near-zero usage, single feature only, sharp decline or dormant

Support Health (0-100):

90-100: Zero open tickets, fast resolution (<24h avg), no escalations
70-89: 1-2 open tickets (low priority), good resolution (<48h), no recent escalations
50-69: 3-5 open tickets, moderate resolution (48-72h), 1 escalation in 90 days
25-49: 5-10 open tickets or 1+ critical, slow resolution (>72h), multiple escalations
0-24: 10+ open tickets or 3+ critical, very slow resolution (>1 week), frequent escalations

Engagement (0-100):

90-100: Contact within last 7 days, weekly meetings, fast response rate
70-89: Contact within last 14 days, biweekly meetings, good response rate
50-69: Contact within last 30 days, monthly meetings, moderate response rate
25-49: Contact 30-60 days ago, infrequent meetings, slow response rate
0-24: No contact in 60+ days, no scheduled meetings, unresponsive

Financial Health (0-100):

90-100: Payments current, revenue expanding, upsell in progress
70-89: Payments current, revenue stable, some expansion potential
50-69: Payments current, revenue flat, no expansion signals
25-49: Late payments, revenue contracting, discount requests
0-24: Severely overdue, significant contraction, cancellation signals

Relationship (0-100):

90-100: Strong exec sponsor, NPS 9-10, positive sentiment, active champion
70-89: Good exec access, NPS 7-8, neutral-positive sentiment, identified champion
50-69: Limited exec access, NPS 5-6, neutral sentiment, weak champion
25-49: No exec sponsor, NPS 3-4, negative sentiment, champion departed
0-24: Hostile relationship, NPS 0-2, very negative sentiment, no internal allies

产品使用（0-100）：

90-100：每日活跃使用，高功能采用率（>75%），上升趋势
70-89：每周活跃使用，中等功能采用率（50-75%），稳定趋势
50-69：每月活跃使用，低功能采用率（25-50%），稳定/轻微下降
25-49：使用频率低，功能采用率极低（<25%），下降趋势
0-24：几乎零使用，仅使用单一功能，急剧下降或休眠

支持健康（0-100）：

90-100：无未结工单，快速解决（平均<24小时），无升级情况
70-89：1-2个未结工单（低优先级），解决及时（<48小时），近期无升级
50-69：3-5个未结工单，解决时间中等（48-72小时），90天内有1次升级
25-49：5-10个未结工单或1+个紧急工单，解决缓慢（>72小时），多次升级
0-24：10+个未结工单或3+个紧急工单，解决极慢（>1周），频繁升级

互动情况（0-100）：

90-100：7天内有联系，每周会议，回复迅速
70-89：14天内有联系，每两周会议，回复良好
50-69：30天内有联系，每月会议，回复速度中等
25-49：30-60天前有联系，会议频率低，回复缓慢
0-24：60+天无联系，无计划会议，无响应

财务健康（0-100）：

90-100：支付正常，收入增长，正在进行向上销售
70-89：支付正常，收入稳定，有一定增长潜力
50-69：支付正常，收入持平，无增长信号
25-49：逾期支付，收入收缩，有折扣请求
0-24：严重逾期，收入大幅收缩，有取消信号

客户关系（0-100）：

90-100：强大的高管赞助商，NPS 9-10，积极情绪，活跃的内部支持者
70-89：良好的高管可及性，NPS 7-8，中性-积极情绪，已明确内部支持者
50-69：有限的高管可及性，NPS 5-6，中性情绪，内部支持者实力弱
25-49：无高管赞助商，NPS 3-4，消极情绪，内部支持者离职
0-24：敌对关系，NPS 0-2，非常消极的情绪，无内部盟友

2.3 Composite Score

2.3 综合分数

health_score = (usage * 0.25) + (support * 0.20) + (engagement * 0.20) + (financial * 0.20) + (relationship * 0.15)

health_score = (usage * 0.25) + (support * 0.20) + (engagement * 0.20) + (financial * 0.20) + (relationship * 0.15)

2.4 RAG Status Assignment

2.4 RAG状态分配

Based on composite health score:

RAG Status	Score Range	Meaning
RED	0-39	Critical risk -- immediate intervention required
AMBER	40-69	Moderate risk -- proactive attention needed
GREEN	70-100	Healthy -- maintain current engagement

基于综合健康分数：

RAG状态	分数范围	含义
RED	0-39	严重风险——需立即干预
AMBER	40-69	中等风险——需主动关注
GREEN	70-100	健康——保持当前互动

2.5 Trend Direction

2.5 趋势方向

Compare current health score against the implied trajectory from available data:

Improving: Usage increasing, tickets decreasing, engagement rising, positive signals
Stable: Metrics holding steady, no significant changes in any dimension
Declining: Usage dropping, tickets increasing, engagement falling, negative signals

Use the following signals to determine trend:

Usage trend over last 90 days
Ticket volume trend (increasing/decreasing)
Contact frequency trend (more/less frequent)
Revenue trajectory (expanding/flat/contracting)
Recent sentiment shifts

将当前健康分数与可用数据暗示的轨迹进行比较：

上升：使用量增加，工单减少，互动提升，积极信号
稳定：指标保持平稳，各维度无显著变化
下降：使用量下降，工单增加，互动减少，消极信号

使用以下信号确定趋势：

过去90天的使用趋势
工单量趋势（上升/下降）
接触频率趋势（更频繁/更少）
收入轨迹（增长/持平/收缩）
近期情绪变化

Phase 3: Risk Analysis and Recommendations

阶段3：风险分析与建议

For each client, generate specific, actionable recommendations based on their scores and data.

根据每个客户的分数和数据，生成具体的、可操作的建议。

3.1 Risk Factor Identification

3.1 风险因素识别

Flag specific risk factors for each account:

Critical Risk Factors (any one triggers RED consideration):

No contact in 60+ days
3+ critical open tickets
Usage declined >50% in 90 days
Payment overdue >60 days
Key champion departed
Explicit cancellation or downgrade request
Renewal within 90 days AND score below 50

Warning Risk Factors (accumulation triggers AMBER):

No contact in 30-60 days
Rising ticket volume trend
Usage declined 20-50% in 90 days
Payment overdue 30-60 days
Executive sponsor disengaged
Renewal within 180 days AND score below 65
Feature adoption below 25%
NPS/CSAT decline

为每个账户标记具体的风险因素：

严重风险因素（任意一项触发RED等级考量）：

60+天无联系
3+个未结紧急工单
90天内使用量下降>50%
支付逾期>60天
关键内部支持者离职
明确的取消或降级请求
90天内续约且分数低于50

警告风险因素（累积触发AMBER等级）：

30-60天无联系
工单量呈上升趋势
90天内使用量下降20-50%
支付逾期30-60天
高管赞助商参与度下降
180天内续约且分数低于65
功能采用率低于25%
NPS/CSAT下降

3.2 Recommendation Engine

3.2 建议引擎

Generate 2-4 specific recommendations per client based on their weakest dimensions:

For low Usage scores:

Schedule product training or enablement session
Share relevant case studies showing ROI from underutilized features
Propose a Quarterly Business Review (QBR) focused on adoption
Assign a technical account manager for hands-on guidance
Create a custom adoption plan with milestones

For low Support scores:

Escalate open critical tickets to engineering leadership
Schedule a support review call with the client
Assign a dedicated support engineer
Conduct root cause analysis on recurring issues
Propose a service improvement plan with SLA commitments

For low Engagement scores:

Schedule an executive check-in call within 5 business days
Send a personalized value report highlighting their ROI
Invite to upcoming customer event or webinar
Propose a QBR with agenda tailored to their goals
Have account owner send a personal outreach message

For low Financial scores:

Review billing issues with finance team
Schedule a renewal planning call 120+ days before expiry
Prepare a value justification deck for budget holders
Offer a payment plan for overdue accounts
Identify and propose expansion opportunities to offset contraction risk

For low Relationship scores:

Map new stakeholders and identify potential champions
Request introduction to executive sponsor through existing contacts
Send NPS follow-up to understand detractor reasons
Propose an executive alignment meeting
Assign senior leadership from your side to match their seniority

根据每个客户的最弱维度，生成2-4条具体建议：

针对低使用分数：

安排产品培训或启用会话
分享展示未充分利用功能ROI的相关案例研究
提议聚焦采用率的季度业务回顾（QBR）
指派技术客户经理提供实操指导
创建带有里程碑的自定义采用计划

针对低支持分数：

将未结紧急工单升级至工程领导层
安排与客户的支持回顾会议
指派专属支持工程师
对重复问题进行根本原因分析
提出包含SLA承诺的服务改进计划

针对低互动分数：

5个工作日内安排高管回访电话
发送突出其ROI的个性化价值报告
邀请参加即将举办的客户活动或网络研讨会
提议根据其目标定制议程的QBR
让账户负责人发送个性化外展消息

针对低财务分数：

与财务团队一起审查账单问题
在到期前120+天安排续约规划会议
为预算负责人准备价值论证演示文稿
为逾期账户提供付款计划
识别并提出扩展机会以抵消收缩风险

针对低关系分数：

梳理新的利益相关者并确定潜在内部支持者
通过现有联系人请求介绍高管赞助商
发送NPS跟进以了解差评原因
提议高管对齐会议
指派己方高级领导层匹配对方层级

3.3 Expansion Opportunity Assessment

3.3 扩展机会评估

For each GREEN and high-AMBER client, evaluate expansion potential:

High expansion potential: Growing usage, new use cases emerging, additional departments interested, budget available
Medium expansion potential: Stable usage with room to grow, some interest in new features
Low expansion potential: Fully adopted within current scope, limited growth vectors
Not applicable: Account is at risk, focus on retention first

针对每个GREEN和高AMBER客户，评估扩展潜力：

高扩展潜力：使用量增长，出现新用例，其他部门感兴趣，预算充足
中等扩展潜力：使用量稳定且有增长空间，对新功能有一定兴趣
低扩展潜力：在当前范围内已充分采用，增长空间有限
不适用：账户存在风险，优先关注留存

Phase 4: Report Generation

阶段4：报告生成

Generate the final

client-health-report.md

file with the following structure.

生成最终的

client-health-report.md

文件，需遵循以下结构。

4.1 Report Structure

4.1 报告结构

The report MUST follow this exact structure:

markdown

undefined

报告必须严格遵循以下结构：

markdown

undefined

Client Health Report

Generated: [Current date and time] Report Period: [Date range of data analyzed] Total Accounts Analyzed: [Count] Data Sources: [List of sources successfully queried]

Executive Summary

Overall Portfolio Health:

RED accounts: [Count] ([Percentage]%)
AMBER accounts: [Count] ([Percentage]%)
GREEN accounts: [Count] ([Percentage]%)

Total ARR at Risk: $[Sum of RED + AMBER account ARR] Renewals in Next 90 Days: [Count] (RED: [n], AMBER: [n], GREEN: [n]) Accounts Requiring Immediate Action: [Count]

Key Trends:

[Top 3-5 portfolio-wide observations]

Top Priority Actions:

[Most urgent action item with client name]
[Second most urgent]
[Third most urgent]
[Fourth most urgent]
[Fifth most urgent]

Overall Portfolio Health:

RED accounts: [Count] ([Percentage]%)
AMBER accounts: [Count] ([Percentage]%)
GREEN accounts: [Count] ([Percentage]%)

Total ARR at Risk: $[Sum of RED + AMBER account ARR] Renewals in Next 90 Days: [Count] (RED: [n], AMBER: [n], GREEN: [n]) Accounts Requiring Immediate Action: [Count]

Key Trends:

[Top 3-5 portfolio-wide observations]

Top Priority Actions:

[Most urgent action item with client name]
[Second most urgent]
[Third most urgent]
[Fourth most urgent]
[Fifth most urgent]

RED Accounts -- Immediate Intervention Required

[Sorted by health score ascending (worst first)]

[Client Name] -- Health Score: [Score]/100 [RED]

Metric	Value	Status
Health Score	[Score]/100	RED
Trend	[Improving/Stable/Declining]	[Direction indicator]
ARR/MRR	$[Value]	[Status]
Renewal Date	[Date]	[Days until renewal]
Days Since Last Contact	[Days]	[Status]
Open Tickets	[Count] ([Critical count] critical)	[Status]
Usage Trend	[Description]	[Status]
Account Owner	[Name]	--

Score Breakdown:

Dimension	Score	Weight	Weighted
Product Usage	[Score]	25%	[Weighted]
Support Health	[Score]	20%	[Weighted]
Engagement	[Score]	20%	[Weighted]
Financial Health	[Score]	20%	[Weighted]
Relationship	[Score]	15%	[Weighted]

Risk Factors:

[Specific risk factor 1]
[Specific risk factor 2]
[Additional risk factors as applicable]

Recommended Actions:

[Action Title] -- [Specific description with owner and timeline]
[Action Title] -- [Specific description with owner and timeline]
[Action Title] -- [Specific description with owner and timeline]

Metric	Value	Status
Health Score	[Score]/100	RED
Trend	[Improving/Stable/Declining]	[Direction indicator]
ARR/MRR	$[Value]	[Status]
Renewal Date	[Date]	[Days until renewal]
Days Since Last Contact	[Days]	[Status]
Open Tickets	[Count] ([Critical count] critical)	[Status]
Usage Trend	[Description]	[Status]
Account Owner	[Name]	--

Score Breakdown:

Dimension	Score	Weight	Weighted
Product Usage	[Score]	25%	[Weighted]
Support Health	[Score]	20%	[Weighted]
Engagement	[Score]	20%	[Weighted]
Financial Health	[Score]	20%	[Weighted]
Relationship	[Score]	15%	[Weighted]

Risk Factors:

[Specific risk factor 1]
[Specific risk factor 2]
[Additional risk factors as applicable]

Recommended Actions:

[Action Title] -- [Specific description with owner and timeline]
[Action Title] -- [Specific description with owner and timeline]
[Action Title] -- [Specific description with owner and timeline]

AMBER Accounts -- Proactive Attention Needed

[Same format as RED accounts, sorted by health score ascending]

GREEN Accounts -- Healthy

[Same format but with expansion opportunity section added]

[Client Name] -- Health Score: [Score]/100 [GREEN]

[Same metrics table] [Same score breakdown]

Expansion Opportunity: [High/Medium/Low]

[Specific expansion opportunity details]

Maintenance Actions:

[Action to maintain health]
[Action to pursue expansion]

[Same metrics table] [Same score breakdown]

Expansion Opportunity: [High/Medium/Low]

[Specific expansion opportunity details]

Maintenance Actions:

[Action to maintain health]
[Action to pursue expansion]

Renewal Calendar

Client	Renewal Date	Days Until	Health	ARR	Risk Level
[All clients sorted by renewal date ascending]

Client	Renewal Date	Days Until	Health	ARR	Risk Level
[All clients sorted by renewal date ascending]

Data Quality Notes

[List any data sources that were unavailable]
[List any clients with incomplete data]
[List any assumptions made due to missing data]
[List confidence level for scores where data was sparse]

undefined

[List any data sources that were unavailable]
[List any clients with incomplete data]
[List any assumptions made due to missing data]
[List confidence level for scores where data was sparse]

undefined

4.2 Report Formatting Rules

4.2 报告格式规则

Do NOT use emojis anywhere in the report
Use plain text RAG indicators:
```
[RED]
```
,
```
[AMBER]
```
,
```
[GREEN]
```
All dollar amounts should be formatted with commas: $1,234,567
All dates should use YYYY-MM-DD format
Sort RED accounts by health score ascending (worst first)
Sort AMBER accounts by health score ascending (worst first)
Sort GREEN accounts by health score descending (best first)
Include all clients even if data is sparse -- note data gaps
Round health scores to nearest integer
Use em dashes (--) not hyphens for separators in text

报告中不得使用任何表情符号
使用纯文本RAG标识：
```
[RED]
```
,
```
[AMBER]
```
,
```
[GREEN]
```
所有金额需使用逗号格式化：$1,234,567
所有日期需使用YYYY-MM-DD格式
RED账户按健康分数升序排序（最差的在前）
AMBER账户按健康分数升序排序（最差的在前）
GREEN账户按健康分数降序排序（最好的在前）
即使数据稀疏，也需包含所有客户——标注数据缺口
健康分数四舍五入至最接近的整数
文本中使用长破折号（--）而非短横线作为分隔符

Phase 5: Validation and Output

阶段5：验证与输出

Before writing the final report:

Cross-check scores: Verify that RAG assignments match score ranges
Validate sorting: Confirm RED < AMBER < GREEN ordering within sections
Check completeness: Every client should appear exactly once
Verify recommendations: Each client should have 2-4 specific, actionable recommendations
Check data attribution: Note which data points came from which sources
Review for fabrication: Do NOT invent data that was not retrieved -- mark gaps explicitly

Write the final report to

client-health-report.md

in the current working directory (or the directory the user specifies).

在撰写最终报告前：

交叉检查分数：验证RAG分配是否与分数范围匹配
验证排序：确认各部分内RED < AMBER < GREEN的排序
检查完整性：每个客户应恰好出现一次
验证建议：每个客户应有2-4条具体的、可操作的建议
检查数据归属：标注哪些数据点来自哪些数据源
检查是否编造数据：不得编造未获取的数据——明确标注缺口

将最终报告写入当前工作目录（或用户指定的目录）下的

client-health-report.md

。

Handling Missing Data

缺失数据处理

When data is unavailable for a dimension:

Score that dimension as 50 (neutral) with a note that data was unavailable
Flag it in the Data Quality Notes section
Reduce confidence level for that client's overall score
Recommend data collection as an action item

When an entire data source is unavailable:

Note it prominently in the Executive Summary
Adjust all affected dimension scores to 50 (neutral)
Add a caveat to the report header about reduced confidence
List specific data gaps in Data Quality Notes

当某个维度的数据不可用时：

该维度评分为50（中性），并标注数据不可用
在数据质量说明部分标记
降低该客户整体分数的置信度
将数据收集列为行动项

当整个数据源不可用时：

在执行摘要中显著标注
将所有受影响维度的分数调整为50（中性）
在报告标题中添加关于置信度降低的警告
在数据质量说明部分列出具体的数据缺口

Interaction Guidelines

交互指南

If the user specifies particular clients, filter the report to those clients only
If the user specifies a particular data source, prioritize that source
If the user provides CSV/Excel files, parse them as a primary data source
If the user asks for a specific format variation, adapt accordingly
Always confirm the output path before writing the report
If no data sources are accessible at all, explain what is needed and what the user should provide

如果用户指定特定客户，仅针对这些客户生成报告
如果用户指定特定数据源，优先使用该数据源
如果用户提供CSV/Excel文件，将其作为主要数据源解析
如果用户要求特定格式变体，相应调整
写入报告前始终确认输出路径
如果完全无法访问任何数据源，说明所需内容以及用户应提供的信息

Important Constraints

重要约束

Never fabricate or hallucinate data -- only report what was actually retrieved
Never include sensitive credentials, API keys, or PII beyond business contact info
Always attribute data to its source
Health scores must be mathematically correct based on the weighting formula
Recommendations must be specific and actionable, not generic platitudes
The report must be self-contained and readable without additional context
Do not use emojis anywhere in the report or in any output
Keep the report professional and direct in tone

不得编造或虚构数据——仅报告实际获取的信息
不得包含敏感凭证、API密钥或超出业务联系信息的PII
始终注明数据来源
健康分数必须基于加权公式在数学上正确
建议必须具体且可操作，不得是通用套话
报告必须独立完整，无需额外上下文即可阅读
报告或任何输出中不得使用表情符号
报告语气需专业、直接