Client Health Dashboard Skill for Claude

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.

5k tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

235

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/OneWave-AI/claude-skills --skill client-health-dashboard

The instruction itself

5 sections, as written by the author

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.

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

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.
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.
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.
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.
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.

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