Health roll-up trifle

My Hierarchy is Customer > Product. I measure health at my Products and I want to roll up their health to my Customer but also add in additional health indicators

Ingredients:

• 1 numeric attribute
• 1 hierarchy roll-up attribute (based on the newly created numeric attribute)
• 3 SuccessPlays
• 1 Customer Health Profile

Preparation:

1. Create an account-level number attribute (e.g., “Product Health Score”) and a hierarchy roll up attribute based on that attribute, set to Average.
   
   
2. Create the first SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Good then take action and, Update Information of the "Product Health Score" to 10
   
   
3. Create the second SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Average then take action and, Update Information of the "Product Health Score" to 5
   
   
4. Create the final SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Poor then take action and, Update Information of the "Product Health Score" to 0
   
   
5. Build your Customer health profile and add the "Product Health Score" hierarchy roll up attribute along with any additional attributes required to fully determine Customer's health

Cook’s note:

Substitutions. You could also use this approach if you have a three level hierarchy and need to start rolling up health at the middle layer. See this Totango wishlist item for more details.