Pulsecheck Docs

Pulsecheck is a single-user account health dashboard for Customer Success. Each signed-in user has their own private workspace of customer accounts — no shared orgs, teams or roles.

• Accounts you add are visible only to you (row-level security scoped to your user).
• Each account has a health score (0–100). Status is auto-derived: Healthy 70+, At Risk 40–69, Critical <40.
• Every status change is logged in a history table so you can see when an account slipped.

• Sign up with email + password or Google.
• Complete the 3-step onboarding (you can skip and resume at any time).
• Import a CSV, or pick Explore with sample data to see the dashboard populated instantly.
• Head to Dashboard for the at-a-glance view, or Accounts to add/edit rows manually.

When you remix this template into a new Lovable project:

• Carries over: UI, routes, design system, server functions, database schema (as migrations), RLS policies.
• Does NOT carry over: any accounts, profiles, or sample data — every new project starts with an empty database and a fresh Lovable Cloud instance.
• Configure after remix: if you want to brand Google sign-in with your own OAuth client, add it in Cloud Auth settings. The managed Google provider works out of the box.

• No live connectors to Salesforce/HubSpot/Zendesk/Gainsight — the Settings "Connect your tools" section is intentionally a placeholder.
• Health score is manual or naive-derived; there's no ML model.
• CSV import is parsed in the browser and expects ~5MB or less.
• No team sharing — this template is single-user by design.
• Analytics show a snapshot, not long-range trends beyond what history captures.