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executive

Business Health Dashboard

One score that tells you exactly how your business is doing.

Replace 5 separate dashboards with a single A-F grade across sales, finance, support, marketing, and operations. See where you are losing money and what to fix first.

Best forEcommerceConsultingFinancial ServicesMarketing AgencyProfessional ServicesSaaS
Agents8 required
Duration5-10 minutes

Parallel scans of CRM, payments, support, and marketing synthesized into scored dashboard with letter grades.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior business health baselines, KPI targets, and department performance benchmarks from memory. Connect to HubSpot to pull pipeline value, deal velocity, win rate, and MQL-to-close conversion for the specified period. Produce a CRM health snapshot as Phase 1 output.

crm scanner
01

Connect to Stripe to extract MRR, net revenue, churn rate, refund rate, and failed payment count for the period. Connect to Zendesk to pull ticket volume, average first-response time, CSAT score, and open/overdue ticket counts. Combine with the CRM snapshot from crm-scanner to produce a unified multi-system data package.

payment scanner
02

Connect to Meta to pull ad spend, impressions, clicks, CTR, CPL, and ROAS for all active campaigns in the period. Combine campaign performance data with the Phase 1 unified package to provide a full demand-generation view.

ads scanner
02

In parallel with ads-scanner, call verslay_news_search targeting the user's industry for market trend and competitive news. Call verslay_news_headlines for macro-economic signals affecting business performance. Call verslay_exclusive_meta_ads_search on top 3 competitor brands to surface competitor ad spend levels and campaign angles. Produce an industry health context package for Phase 3.

web researcher
03

Consume Phase 1 CRM and payment data, Phase 2 ads data, and Phase 2 industry context. Apply a composite business health scoring model across 5 dimensions: Revenue Health (MRR growth, NRR), Sales Efficiency (pipeline velocity, win rate), Customer Success (CSAT, ticket SLA, churn), Marketing ROI (ROAS, CPL vs benchmark), and Competitive Position (vs industry benchmarks). Score each dimension 0-100 and calculate an overall business health score. Produce a scored health matrix for Phase 4.

business health scorer
04

Consume Phase 3 health matrix and Phase 2 context. Build a comprehensive KPI table across all 5 dimensions vs prior period vs benchmark. Call verslay_chart_create to generate a radar chart of the 5-dimension health scores and a KPI trend bar chart for the 3 lowest-scoring areas. Produce an enriched synthesis package for Phase 5.

data analyst
05

Consume Phase 4 charts and synthesis, Phase 3 health matrix, Phase 2 competitor intel, and Phase 2 context. Write the business health dashboard brief: overall health score with dimension breakdown, top 3 strengths, top 3 risks, competitor positioning summary, and 5 prioritized actions for the next 30 days. Call verslay_memorize to store the current overall health score, dimension scores, and top risk factors as baseline. Pass to distributor.

executive briefing writer
05

Receive the business health dashboard from executive-briefing-writer. Distribute to the configured Slack channel or email. Confirm delivery and log the send timestamp.

distributor

Required Agents

8
  • crm-scanner
  • payment-scanner
  • ads-scanner
  • web-researcher
  • business-health-scorer
  • data-analyst
  • executive-briefing-writer
  • distributor

Connections

Required

hubspotmetastripezendeskverslay_exclusive

What it does

  • Parallel multi-department scanning
  • Letter-grade scorecards
  • Cross-department alerts
  • Top-3 actions per department
  • Graceful degradation

Example prompt

What time window should the dashboard cover (this month or this quarter) and which metrics (revenue, churn, support tickets, pipeline, social engagement)? I will surface anything needing immediate attention.

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