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Understanding team health

See how your advertisers are tracking at a glance. The Team Health report gives each advertiser a health score and a clear status — so your team knows who's healthy, who's trending down, and who needs attention before they stop spending.

Overview

The Team Health indicators provide analysis of your advertisers based on their recent spend trends and activity and groups them into clear statuses so you can prioritise retention outreach and customer success engagement. It's designed to help account management move from reactive ("they've already stopped") to proactive ("they're trending down — let's reach out"). The report is read-only and covers your advertisers only.

Why use this feature?

  • Spot advertisers who are declining before they churn.

  • See why each advertiser has its status — a clear reason, not just a score.

Prerequisites & availability

  • Where available: Retailer teams (covers the advertisers in your account).

  • Limitations: Read-only. Advertisers need enough spend history to be scored; very new or low-volume advertisers may not have a status yet.

  • Planned support: This is an experimental, beta feature. Statuses, thresholds and guidance will continue to be refined based on customer feedback

How to access the Team Health report

Open Teams, then select the Team Health tab.

Key Information

Each supplier team is scored 0–100 from its auction ad spend across your network (FTA spend excluded), as of today, then placed in a health band. Next to the band, a Key Reason names the single biggest factor behind it — so you see not just that a team needs attention, but why.

Health bands

Band
Score
What it means
Typical action

Healthy

70–100

Growing or stable

No action needed

Watch

40–69

Declining but still active — or little/no recent spend history

Early check-in before it worsens

At-Risk

Below 40

Stopped, or spend sharply down

Prioritise retention outreach

Teams with little or no auction spend history, or substantial gaps in spend, often show as Watch.

The five factors behind the Health band

The band combines five spend factors. Year-on-year spend carries the most weight; the others refine it. There's no prediction and no hidden model — it's a straightforward weighted combination of these factors, and the Key Reason simply names the one pulling the band down the most.

Factor
What it measures

YoY spend

Year-over-year change in ad spend vs the same period last year (weighted most)

30-day spend trend

Change in ad spend over the last 30 days vs the prior 30-day period

Days since spend

Days since the team's most recent ad spend

Campaign diversity

How many distinct campaigns are actively spending, compared to a 90-day benchmark

LTV tier

Spend quintile from 12-month auction spend vs other teams in your network — not consumer lifetime value

Key Reason — the headline

The Key Reason column shows the biggest factor driving the band, as a short phrase you can act on:

Key Reason
Shows as
Typical action

Stopped spending

"45 days since spend"

Prioritise retention outreach

Trending down YoY

"−60% YoY"

Check in before it worsens

Slowing (30 days)

"−38% over 30 days"

Early check-in

Growing

"Growing" / "20% growth"

No action needed

Stable

"Stable"

No action needed

Campaign diversity and LTV tier feed the score too, but they tend to appear in the factor breakdown rather than as the headline Key Reason, as they are weighted lower.

How it appears in the report

  • In the table: each team shows a Health band badge (Healthy / Watch / At-Risk), a Key Reason phrase, and columns for Days since spend, Last spend, and the four factors (YoY spend, 30-day spend trend, Campaign diversity, LTV tier). Filter by health band to focus your list.

  • In the detail view: select any row to open the Factor breakdown — a table listing every factor with its Trend (Up, Down, or Flat) and a Detail value (e.g. "45 days", "−38%", "1 of 10 campaigns (90-day benchmark)", "Quintile 1"). If a band ever looks surprising, this is where you check exactly what drove it.

  • In export: the CSV includes each team's health band and Key Reason, so the headline travels into your CRM, handover notes, or QBR prep (see Exporting your list).

Reviewing at-risk teams

  1. Open the report and filter by Health band.

  2. Focus on At-Risk teams first, then Watch.

  3. Use the Key Reason to decide the next step, and open the row's Factor breakdown to see the full picture.

Exporting your list

Export to CSV to work your list outside the platform — the export includes each team's health band and Key Reason, so the headline travels into your CRM, handover notes, or QBR prep.

Tips for success

  • Start with your highest-value At-Risk teams for the best return on outreach.

  • Use Watch as an early-warning list — these are easier to save than teams that have already stopped.

  • Not every at-risk team is saveable; use the band as a prompt, not a guarantee.

Troubleshooting & support

  • A band looks wrong: Open the row's Factor breakdown to see the exact factors behind it. Bands are based on recent auction spend and can be affected by seasonality — the breakdown shows what drove the band.

  • A team has no band, or shows as Watch unexpectedly: It may have little or no recent auction spend history (FTA spend isn't counted).

  • Still need help? Contact your account manager or support@citrusad.com.

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