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    Health Check - Guide

    Updated at September 18th, 2025

    Health Check

    The “Health Check” feature is an additional survey tab that tracks project health by monitoring various survey performance factors/KPI’s and provides a quick visual snapshot of a survey's health and progress through Green (Healthy), Yellow (Declining), and Red (Needs Attention) statuses.

    Health Check also provides common solutions to improve fielding for any unhealthy performance statuses. 

     

    Gaining Access


    Health Check is a feature that must be enabled on an account. Please reach out to your Account Manager if you are interested in adding this feature or are having trouble accessing the feature. 

     

    Health Check Location

    Survey Dashboard

    You can view any survey's Health Check tab by

    1. Clicking into a survey
    2. Clicking on the “Health Checks” tab

    Account Dashboard 

    You can now view each a summary of each survey's Health Check statuses on your account dashboard by enabling “Health Check” through the Dynamic Dashboard feature.

    1.  Click the Dynamic Dashboard gear icon (⚙️) after the rightmost dashboard header
    2. Click to include Health Check onto the dashboard

    Once enabled you should see the “Health Check” column. This column will denote the number of Health Check metrics that are in each color status (Green (Healthy), Yellow (Declining), and Red (Needs Attention)). 

    Click on the arrow to see a summary of exactly which metrics are which color status. You may also click “See more in Details” to be directed to the survey's Health Check tab.

     

    Health Check Monitored Performance Factors

    Currently Health Check monitors the following performance factors:

    Metric Name Performance Factor Commonly Identified Issues
    Buyer Drop Rate Percentage of respondents registering as a Buyer Drop
    • Survey logic
    • Redirect logic
    • LOI
    Buyer Over Quota Percentage of respondents registering as an OverQuota
    • Quota management
    • Survey logic
    Completes per Hour Number of completes per hour
    • Pacing
    • Quota management
    • Survey Logic
    • Redirect logic
    IR Delta Change in inputted IR vs recent IR
    • Quota management
    • Survey logic
    • Potential CPI changes
    LOI Delta Change in inputted LOI vs recent LOI
    • LOI
    • Survey logic
    PS Status Ratio Percentage of respondents terminating on the PureSpectrum Pre-Screeners
    • Targeting
    • Survey setup
    Supplier Dominance Largest percentage of respondent completes by one supplier
    • Supplier Mix
    • Supplier Feasibility
    Too Good to be True Largest percentage of respondent conversion by one supplier
    • Supplier Mix
    • Supplier feasibility
    Pace Compares the region's average amount of hourly traffic to actual survey completes over the projected field time.
    • Accuracy of Inputted Survey Field Time
    • Quota Management
    • Redirect Logic

    Current Status Thresholds:

    Metric Name Yellow Status Red Status
    Buyer Drop Rate 20-40% of Valid Clicks 40%+ of Valid Clicks
    Buyer Over Quota 10-20% of Valid Clicks 20%+ of Valid Clicks
    Completes per Hour 1 Complete 0 Completes
    IR Delta Negative 10-20% Negative 10%+
    LOI Delta Positive 5-10 Minutes Positive 10+ Minutes
    PS Status Ratio 25%-50% of Clicks 50%+ of Clicks
    Supplier Dominance 40%+ of sample from 1 supplier  
    Too Good to be True 10-20% difference in IR VS supplier average 20+% difference in IR VS supplier average
    Pace 20-40 Completes behind Expected 40+ Completes behind Expected
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