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!
Introduction
Getting started
Introduction
Welcome to Pulse Check – Your SugarCRM Account Health Monitor
In today’s fast-moving business landscape, staying ahead of customer needs and potential risks is essential for success. Pulse Check is designed to give your team an instant, real-time overview of each Account’s health, ensuring that you can proactively manage relationships, identify risks, and seize opportunities—all within SugarCRM.
What is Pulse Check?
Pulse Check is a powerful yet simple tool that analyzes related records to calculate a custom health score for each Account. Using configurable filters, it scans your CRM data, assigns point values to specific records, and determines a total score that reflects the Account’s overall status. To make these insights clear and actionable, Pulse Check applies a color-coded system:
- Green – The Account is in good standing and requires minimal intervention.
- Yellow – The Account may need attention or follow-ups to maintain engagement.
- Red – The Account is at risk and requires immediate action.
Why Use Pulse Check?
Managing multiple Accounts can be overwhelming, especially when trying to keep track of customer engagement, outstanding issues, or inactive relationships. Pulse Check makes it easy by offering:
Instant Account Visibility – See which Accounts need attention at a glance.
Customizable Scoring – Define what factors impact an Account’s health and adjust scoring as needed.
Proactive Decision-Making – Address potential issues before they become problems.
Increased Efficiency – Save time by eliminating manual analysis and focusing on priority Accounts.
How It Works
- Set Up Filters – Define which related records (such as open cases, overdue invoices, recent interactions, etc.) should contribute to an Account’s health score.
- Assign Scores – Allocate points to each record type to determine the overall Account score.
- Define Score Ranges – Customize thresholds for red, yellow, and green indicators to align with your business priorities.
- Monitor & Act – View the Account’s health directly within SugarCRM and take action when needed.
With Pulse Check, your team has the power to track, assess, and optimize customer relationships in a way that is fast, intuitive, and data-driven.
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