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Nerve Centre KPIs · Audit Profile · Sentiment Settings A Nimble account is only as valuable as the deals it tracks and the contacts it actually works. This audit answers: (1) is the OAuth token still good and the account readable, (2) is the deal pipeline hygienic (stalled deals, ownerless deals, empty stages), (3) is the tracked-email sender reputation safe (bounce / spam / unsubscribe), and (4) - the stickiness test - does the CRM actually cover the people who are paying us on the commerce side, or are we leaving relationships and expansion revenue on the table?

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What this audit checks

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Authentication & access

  • OAuth token valid (auth on /api/v1/account) and not expired/revoked
  • Account ID correct and reachable
  • Token scopes cover contacts + deals + activities + messages (read)
  • Message tracking enabled - required before deliverability cards populate

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Deal pipeline hygiene

  • Open deals with no activity logged in >30d (stalled - forecast rot)
  • Open deals with no owner assigned (work nobody owns)
  • Open deal value concentrated in one stage >50% (bottleneck signal)
  • Deals past expected_close_date still open >14d (slipping)
  • Win rate over rolling 90d below 20% (qualification or pipeline-noise issue)

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Sender health (tracked group email)

  • Bounce rate >5% on tracked sends (ISP throttling risk on shared domain)
  • Spam complaint rate >0.3% (sender-reputation degradation)
  • Unsubscribe rate >2% (cadence / relevance problem)
  • Delivery rate <95% sustained

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Relationship base hygiene

  • Person-type contacts with no segment / contact_group membership (unworked)
  • Contacts with no owner_id (no relationship owner)
  • Contact base flat or shrinking week-over-week (acquisition stall)
  • Empty or stale contact groups (no membership change >90d)

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Cross-channel: revenue-at-risk (the killer area)

  • Paying ecom customers (sibling shopify/bigcommerce/adobe) with NO matching Nimble contact - relationship coverage gap
  • Ecom repeat customers (order_count > 1) with no open/won Nimble deal - untracked expansion revenue
  • Deals marked won with no matching ecom order within 7d - revenue-recognition gap
  • Tracked group email drove zero ecom revenue despite >25% open rate - attribution / list-quality gap

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Severity thresholds

SignalWarnCritical
stalled_deal_count310
ownerless_deal_count28
deal_win_rate2520
bounce_rate25
spam_rate0.10.3
unsubscribe_rate0.52
delivery_rate9795
contact_coverage_gap50100

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Data sources

  • GET https://api.nimble.com/api/v1/account - Token + account sanity
  • GET https://api.nimble.com/api/v1/deals - Pipeline reads: stalled, ownerless, stage concentration, win rate
  • GET https://api.nimble.com/api/v1/pipelines - Stage taxonomy for concentration / bottleneck checks
  • GET https://api.nimble.com/api/v1/activities - Last-activity recency for stalled-deal detection
  • GET https://api.nimble.com/api/v1/messages - Tracked-send deliverability: bounce / spam / unsub / delivery
  • GET https://api.nimble.com/api/v1/contacts - Contact base hygiene: owner, segment membership, growth
  • GET https://api.nimble.com/api/v1/contact_groups - Group inventory + staleness
  • GET https://api.nimble.com/api/v1/segments - Segment inventory for unworked-contact check