How can I view weekly health score trends and reports in HubSpot?

[PMenkar1]

Is there a way to see trends in Health scores by weekly basis?

I am trying to create a report which shows aggregate of all Health score and want to see it trend WoW basis

[Josh · Accepted solution]

Hi @PMenkar1,

You're correct, this is going to be tricky without that frequency/date that is relative to the health score.

If you have Enterprise, you could create a custom object for "Health Score Snapshot". This custom property would be a date and a score, as well as other things you want to potentially use for reporting. You'd need data hub to create a workflow that runs on a weekly record for companies. That workflow would allow you to log the value of the health score at that time to the custom property, so you'd have a new one for each week, for each company.

Once you have this you could report on the WoW by company using the Company as the primary object of your report builder, or for the aggregate report, your custom object would be the primary object and you can create a simple report that shows those trends as a whole, vs by company.

Here's a step-by-step view:

1. Create a custom object

   • Name: Health Score Snapshot

   • Associate it with the Company object

   • Suggested properties:

     • Snapshot date (Date picker)

     • Health score (Number – copied from Company)

2. Build a scheduled workflow (Company-based)

   • Trigger: Based on a schedule (set to run weekly)

   • Filter: Include only companies you care about (e.g., Lifecycle Stage = Customer)

   • Action: Create record → Health Score Snapshot

     • Set Snapshot date = execution date (i.e., "today")

     • Set Health score = copy from Company property

3. Create a report in Custom Report Builder

   • Primary data source: Health Score Snapshot

   • Add: Company (for filtering by owner, region, etc.)

   • Configure the chart:

     • X-axis: Snapshot date (grouped by Week)

     • Y-axis:

       • Average Health Score (for trendlines), or

       • Count of records by Health band (for stacked weekly view)

If you don't have Enterprise or Data Hub, this is going to be trickier, but I'd be curious if anyone else has a solution.

Hope this helps!

Josh

Thanks for the ping, @BérangèreL!

[danmoyle · Accepted solution]

Hi @PMenkar1! Thanks for the tag @BérangèreL. So this isn't something I've done, but the answer from @Josh makes sense. That dude's a wizard 😊 

I also did a little research, because I try to use these questions to learn. Here's what I found. You have a few options depending on your set-up, and if you're open to integrations in addition to HubSpot standard tools. The short answer is yes, you can see and report on week‑over‑week health score trends, but you need historical snapshots of the score stored with a date field, then report on those snapshots grouped by week.
​

The first step I found is around clarifying the platform you're sticking with. “Health score” is implemented differently depending on the tool (HubSpot CS Workspace, Gainsight, Vitally, Custify, etc.). So, depending on that, you may have different options for what you're looking for. 
​

Now let's look at your core requirement of weekly snapshots. To trend WoW, you need a structure like “health score + snapshot date” saved over time rather than just the current score. Here's a common pattern/best practice I found.

Create or use an object/table that stores:

• Snapshot date (date or datetime).
• Health score (number or band).
• Link to the account/company record.

Then ensure something (workflow, scheduled job, native feature) writes one snapshot per week per account.
​

Here's an example for HubSpot-style setup I found with some AI research that took me to a Community post. In HubSpot (or similar CRMs) you can emulate this pattern if native week‑level trending isn’t available.
​

Create a custom object like Health Score Snapshot. Properties: Snapshot date, Health score, association to Company.

Build a scheduled workflow:

• Runs weekly on companies you care about (e.g., Lifecycle Stage = Customer).
• Action: “Create Health Score Snapshot” record, set:
  • Snapshot date = execution date.
  • Health score = copy from Company health score property.

​Then build a report:

• Primary data source: Health Score Snapshot.
• X‑axis: Snapshot date grouped by Week.
• Y‑axis: Average health score (for aggregate trend) and/or count by health band.
  ​

Now for building an aggregate WoW trend. Once snapshots exist, your aggregate WoW report usually looks like:

• X‑axis: Week (of snapshot date).
• Y‑axis options:
  • Average health score across all accounts that week (pure WoW trend line).
  • Median or weighted average (e.g., weighted by ARR or MRR).
  • Count of customers in each health band (stacked weekly view).

​Your filters should then include customer segment, lifecycle stage, region, or owner to refine the trend.

Hopefully that helps open up other ideas to solving what you're looking for!

[BérangèreL]

Hey @PMenkar1, great question, thanks for asking the HubSpot Community!

Have you had a chance to try using a custom report for this?

Let's consult our Top Experts: Hi @franksteiner79, @danmoyle and @Josh do you have any tips to share with @PMenkar1, please?

Thanks so much in advance for your help!

Have a fantastic day!
Bérangère

[PMenkar1]

Hi @BérangèreL  I did use custom reports, but I am not finding date or frequency to get trends

[Josh · Accepted solution]

Hi @PMenkar1,

You're correct, this is going to be tricky without that frequency/date that is relative to the health score.

If you have Enterprise, you could create a custom object for "Health Score Snapshot". This custom property would be a date and a score, as well as other things you want to potentially use for reporting. You'd need data hub to create a workflow that runs on a weekly record for companies. That workflow would allow you to log the value of the health score at that time to the custom property, so you'd have a new one for each week, for each company.

Once you have this you could report on the WoW by company using the Company as the primary object of your report builder, or for the aggregate report, your custom object would be the primary object and you can create a simple report that shows those trends as a whole, vs by company.

Here's a step-by-step view:

1. Create a custom object

   • Name: Health Score Snapshot

   • Associate it with the Company object

   • Suggested properties:

     • Snapshot date (Date picker)

     • Health score (Number – copied from Company)

2. Build a scheduled workflow (Company-based)

   • Trigger: Based on a schedule (set to run weekly)

   • Filter: Include only companies you care about (e.g., Lifecycle Stage = Customer)

   • Action: Create record → Health Score Snapshot

     • Set Snapshot date = execution date (i.e., "today")

     • Set Health score = copy from Company property

3. Create a report in Custom Report Builder

   • Primary data source: Health Score Snapshot

   • Add: Company (for filtering by owner, region, etc.)

   • Configure the chart:

     • X-axis: Snapshot date (grouped by Week)

     • Y-axis:

       • Average Health Score (for trendlines), or

       • Count of records by Health band (for stacked weekly view)

If you don't have Enterprise or Data Hub, this is going to be trickier, but I'd be curious if anyone else has a solution.

Hope this helps!

Josh

Thanks for the ping, @BérangèreL!

[PMenkar1]

Thanks @Josh  really helpful with all the details you mentioned and I agree keeping this thread open for sometime if someone has other ideas

[BérangèreL]

Hi @danmoyle and @franksteiner79! I hope you both had an amazing weekend.
 

Do you have any other suggestions that might help @PMenkar1? Your input is always so valuable! 🧡
 

Thank you so much, and wishing you a fantastic day!
Bérangère