The agency portfolio and health score

Created by Kenneth Odem, Modified on Mon, 12 Oct at 2:40 PM by Kenneth Odem

The portfolio shows every client with its money at stake and a health score from 0 to 100:

Score Label
80 and up Healthy
50 to 79 Watch
Under 50 At risk
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The score starts at 100 and drops for open high and medium flags, money at stake compared with the client's spend, a connection that needs reconnecting or hasn't synced in 48 hours, and no CRM connected. In the agency queue, each flag's money at stake is counted on its own, so campaigns with several flags may overlap.

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