Creating Healthscores

Healthscores within Bolstra are a powerful tool to customize health tracking of your customers. These are to help with predicting your customer problems before they happen. They are displayed on the account overview page and can appear in two different ways:

With one data point and with up to 6 data points

If you don’t have existing healthscores that you track internally but want to, let your Bolstra Customer Success Manager know and they can help you discover what these should be.

See these other helpful articles relating to healthscores

How to build a healthscore or How to update a healthscore in Bolstra

Healthscores are set up in the Administration console. After clicking on healthscores along the left side menu bar, you can either edit an existing Healthscores or Add + a new one.

Fig. 1: Navigate to Administration & click the Healthscores tab on the lefthand menu bar

Fig. 2: press the + in the bottom righthand corner

Add the title, description, how the values will be entered (API, manual, or calculated), and a rule for what to do if values are outside of the range. Then you assign ranges for the color codes of the healthscores.

Click “Save” in the top righthand corner. Begin building another healthscore if applicable.

**NOTE: Calculate by trigger is a healthscore option you can choose when wanting to create an Overall healthscore composed of other healthscores.

Use the + button below the Health Score Ranges to add other healthscores previously created, then choose how much each should be weighted to make up the whole of the Overall healthscore