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RE: UTAK Feedback Request - RUO Blank Matrix Labeling

Nov 10, 2025 10:03 PM

Dear Young, Thank you for your kind and thoughtful reply. This feedback is very important to us, and I have shared it with our appropriate team members. Wishing you a beautiful week ahead and we will keep you informed of any changes. Best, Raleigh

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Created Nov 10, 2025 10:03 PM
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How Customer Health Is Calculated

Customer Health is an automatic 0–10 score that updates as you work the account.

Relationship freshness (0–3): Last contact within 30/60/90 days.
Follow-up discipline (0–1): Next follow-up not overdue.
Activity momentum (0–2): Activities logged in the last 30 days.
QBR & CSAT (0–2): Recent completed QBRs and satisfaction score.
Pipeline quality (0–1.5): Open quote value (90d) and recent wins (180d), capped.
Ownership (−0.5): −0.5 if account is unassigned/Undetermined.

The score is rounded to an integer and clamped between 0 and 10.

Weights and caps can be tuned later as your process matures.

How Win Rate is Calculated

We show two complementary win-rate views so you can judge both closing performance and the quality of quotes originated in a period.

Win rate (by decision date)

Counts quotes that closed (Accepted or Rejected) in the selected date range, using the quote’s Accepted/Rejected date.
Formula: Won ÷ (Won + Lost).
Sent (open) quotes are not included in the rate.

Win rate (by created date)

Looks at the cohort of quotes created in the date range (uses Quote Date) and checks what % of that cohort has closed as wins so far.
Formula: Won(cohort) ÷ (Won + Lost in the cohort).
Open quotes from that cohort are excluded from the denominator until they close.

Why both?

Decision date: “What did we win/lose this period?” (closing outcomes).
Created date: “How strong were the quotes we started this period?” (cohort quality).

Tip: small sample sizes can swing the rate; look at counts next to the percentages.