Get a clear, real-time view of your Accounts with simple red, yellow, or green indicators. Quickly spot risks, prioritize actions, and drive smarter decisions—all at a glance!
Pulse Check – Real-Time Account Health Insights
Pulse Check gives you a quick, clear view of your Accounts' health with a smart, customizable scoring system. By setting filters for related records and assigning point values, Pulse Check calculates a total health score for each Account. Based on your predefined thresholds, Accounts are color-coded as red, yellow, or green—helping your team instantly identify risks, focus on priorities, and take action—all at a glance.
Why Pulse Check?
Instant Insights – Skip the reports and get a real-time visual indicator of Account health right in SugarCRM.
Customizable & Adaptive – Define scoring rules that align with your business needs.
Proactive Management – Identify at-risk Accounts early, engage faster, and drive better outcomes.
Smarter Decision-Making – Equip your team with reliable insights to prioritize the right Accounts at the right time.
