Show your customer's health score trends with emojis

Steal this HubSpot workflow to show the trend of your customer's health scores.

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Show your customer's health score trends with emojis
Made by
Arrows
Category
Customer Success
Type
Workflows
Tools used
HubSpot

Creating a quick visualization for the trend ⬆ ⬇ ⬅ āž” of a property not only gives your team a quick directional indication of what’s going on, but grouping trending scores into a dropdown select field also gives you more structured data for reporting and further automation.

In this example, we are looking at the trend of our ā€œCalculated Health Scoreā€ property.

Here’s how it works:

Pre-work:

  • Create a ā€œPrevious Property Valueā€ field, in this case: Previous Health Score.
  • Create a calculated ā€œTrendā€ property that uses a Custom Equation to Subtract the Current Property value from the Previous property value.
  • Create a dropdown select ā€œProperty Trendā€ field, in this case ā€œHealth Score Trendā€.

Workflow setup:

1. Trigger this workflow when ā€œCalculated Health Scoreā€ is known (ensure re-enrollment is turned on so the workflow is triggered whenever the value changes)

2. Add an IF/THEN branch that checks if our calculated trend property is less than or greater than

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3. IF ā€œTrendā€ is greater than 0 set the ā€œHealth Score Trendā€ property to ⬆

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4. IF ā€œTrendā€ is less than 0 set the ā€œHealth Score Trendā€ property to ⬇

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5. IF ā€œTrendā€ is 0 (when criteria not met in the IF/THEN) set the ā€œHealth Score Trendā€ property to ⬅ āž”

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6. For each branch in the IF/THEN logic add a ā€œGo to actionā€ that goes to step 7.

7. Copy the current value of the ā€œCalculated Health Scoreā€ property to the ā€œPrevious Health Scoreā€ property, to ensure the data is correct the next time the workflow runs.

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Showing the trending direction of a property can be a helpful way to quickly identify accounts that need attention, or have new potential. Aggregating property ranges in a dropdown select property makes filtering and reporting simpler to save time prioritizing what needs attention.

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