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Client health dashboard v1.0.0

Use this resource to spot at-risk clients before they leave

New

  • 335 downloads
  • 168 likes
  • 112 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-health-scoring

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls data for each account, then calculates a weighted health score, a trend and a RAG status per client. It produces a report sorted by risk, with recommended actions. You get a client-health-report.md to share with your team.

Mostly picked by

Updated November 2, 2026

Card for the “Client health dashboard” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: workflow and interaction rules
  • references/scoring-model.md: dimensions, weights and RAG thresholds
  • references/risk-and-recommendations.md: risk triggers and recommendations

Good fit for

  • You manage around twenty accounts with no overview
  • Your churn is rising without a clear signal

Not for

    Tags

    • clients
    • churn
    • health
    • reporting

    About

    You say

    “Build the health report for my accounts from this month's CRM export and support tickets.”

    Card for the “Client health dashboard” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to spot at-risk clients before they leave
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/data-sources.md3.8 KB
    • references/output-format.md4.4 KB
    • references/risk-and-recommendations.md2.8 KB
    • references/scoring-model.md3.8 KB
    • SKILL.md3.9 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/client-health-dashboard
    Licence
    MIT

    Notice

    « client-health-dashboard » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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