What it covers
Review permission-filtered counts, customer links and clear attention rules across the areas you can access.
Intelligence and security
Operational health
See where business records need attention.
How it works
See where customer work needs attention
Review a permission-filtered view of business records, their customer links and areas that need attention. Each flag shows the rule behind it, and you can open the relevant records from the report.
In practice
Choose a 30, 90 or 180-day window in the Business operations report.
When to use it
Useful situations
- Find customer records needing attention in a selected time window.
- Open the customer link behind an operational exception.
- Review clear rules instead of an unexplained health score.
A working path
How the work moves
Choose
Open the Business operations report and select 30, 90 or 180 days.
Review
Read the permission-filtered counts and attention rules.
Act
Open the related customer record and decide the appropriate follow-up.
Illustrative scenario
dormant follow-up
A manager finds a customer record with a clear attention rule, opens its linked work and assigns a human follow-up after reviewing context. The manager can see why a customer needs attention, open the connected record and decide whether outreach, ownership change or no action is the sensible response.
Before you start
What to check
- Operational health is a customer-record report, not an endpoint-security dashboard.
- Counts and links are permission-filtered.
Is this a general business score?
No. It is a report of customer-record attention rules.
Can I change the window?
Yes, use the available 30, 90 or 180-day options.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.