Falaah Falaah AI

Advisor Client Health Scores

How the advisor workspace scores each client's books: the six checks, the Healthy/Attention/Critical thresholds, and how to act on a low score.

Every client in your Advisor workspace carries a 0–100 health score so you can see at a glance whose books need attention. The score is computed from six checks each time the dashboard loads (results are cached briefly for speed).

The Six Checks

Check What earns full marks
Reconciliation currency The current month is reconciled. One month behind earns partial credit; two or more months behind earns none.
Overdue invoices Little to no overdue receivables.
Document processing Documents are being processed, not piling up.
Deadlines No filing or compliance deadlines at risk.
Data completeness Client records have the data needed for accurate books.
Cash flow Cash position isn’t trending into trouble.

Thresholds

By default:

  • 80 and above: Healthy (green)
  • 60–79: Attention (amber)
  • Below 60: Critical (red)

The summary badges at the top of the Client Overview show how many clients sit in each band: click a badge to filter the grid to just that band.

Acting on a Low Score

Click a client’s card to open its detail panel and see which checks are dragging the score down. The most common quick wins:

  • Reconciliation that is a month or more behind: catch up the current month first.
  • Overdue invoices respond to payment reminders: chase the oldest first.
  • Use the quick report action on the client card to generate a client-facing summary without leaving the overview.

You can sort the grid by health score (worst first is the default) to work through your book in priority order.

The Client Workspace

View Workspace on a client’s detail panel opens that one client’s full page, titled with the client’s name and carrying its health badge.

What it shows:

Card Contents
Financial Overview Revenue YTD, Expenses YTD, Net Income, Cash on Hand, AR Outstanding, AP Outstanding
Health Score Breakdown Each of the six checks with its score, as a bar
Organization Metrics Total Giving, Members, Active Grants, last reconciliation date, days since last activity
Alerts & Recommendations What needs doing, under Recommended Actions
AI Insight A plain-language narrative, when the client has enough data for one

Two quick actions in the header generate a report without leaving the page: Generate P&L and Generate Balance Sheet.

When it goes wrong

What you see Why What to do
“Unable to load client details.” The request failed Click Retry
“No health data available” in the breakdown card The client has no scoreable activity yet Nothing is wrong. The score appears once the client’s books have data
“No active alerts” Nothing needs attention for this client This is the good case
An Advisor access required page You are an owner or admin but not designated an advisor Ask a Muin administrator to add the advisor designation
Data retrieval errors on the financial cards Your advisor access for this client may not include financial data Ask the client’s administrator to grant financial read access

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