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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Account health scoring requires aggregating data from multiple Salesforce objects and performing complex calculations that are difficult to achieve in native dashboards. You need to combine activity data, opportunity progression, support interactions, and other engagement factors.
Here’s how to build comprehensive account health score dashboards that provide early warning signals and actionable insights for account management.
Create sophisticated account health scoring using Coefficient
CoefficientSalesforceexcels at multi-object data aggregation and advanced health score calculations. By importing accounts, opportunities, activities, and support cases simultaneously, you can create weighted scoring algorithms that provide accurate health assessments beyond what standardKPI tracking can deliver.
SalesforceThe key advantage is combining diverse engagement signals into unified health scores with automated alerting when scores decline. This comprehensive approach surpasses whatLightning dashboard components can achieve natively.
How to make it work
Step 1. Import multi-object account data.
Set up imports for Accounts, Opportunities, Tasks, Events, Cases, and any other objects that indicate account engagement. Use filtered imports to focus on active accounts and recent activity data. This gives you the comprehensive dataset needed for health scoring.
Step 2. Create weighted health score formulas.
Build sophisticated scoring formulas that incorporate multiple engagement factors with appropriate weights. For example: =(Activity_Score*0.3)+(Opportunity_Score*0.4)+(Support_Score*0.2)+(Usage_Score*0.1). Customize weights based on what predicts success in your business.
Step 3. Calculate individual engagement components.
Create separate scores for different engagement areas: recent activity levels (calls, emails, meetings), opportunity pipeline health (stage progression, deal size), support interaction quality (case volume, satisfaction), and product usage metrics if available.
Step 4. Set up automated health score updates.
Configure scheduled refreshes to update health scores automatically as new engagement data comes in. Use Formula Auto Fill Down to ensure new accounts automatically receive health score calculations. Schedule hourly or daily updates based on your monitoring needs.
Step 5. Build risk identification and alerting.
Use conditional formatting to highlight at-risk accounts with declining health scores. Set up automated Slack or email alerts when account health drops below defined thresholds or when scores change significantly. Create escalation workflows for high-value at-risk accounts.
Step 6. Create health score trending analysis.
Use snapshots to track health score changes over time and identify patterns in account engagement. Build charts showing health score trends, comparative analysis across account segments, and correlation between health scores and renewal rates.
Proactively manage account health
Start buildingThis comprehensive approach provides the account health insights that customer success teams need but can’t get from standard Salesforce reporting. You’ll identify at-risk accounts earlier and take proactive action to improve retention.your health score dashboard today.
