Reference file

Worked health review

worked-health-review.md

Worked health review

The composite score rises from 82 to 86 after contact completeness improves. However, opportunity health falls from 91 to 78 because a new import creates past-due close dates and ownerless open deals.

Do not report “CRM health improved four points” without the object split. Identify the new import as the source, contain it, and prioritize live opportunity ownership above remaining contact enrichment.

The following week, a rule definition changes to exclude test records. Recalculate the prior snapshot under the new definition and label the result as a rebaseline. The apparent improvement from exclusions is not operational progress.

Worked health review - Score CRM health over time - GTM Skills