> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Nimble audit profile, Vortex IQ

> What the Vortex IQ Nimble health audit checks: Nimble: Pipeline Hygiene, Sender Health & Relationship Coverage

**[Nerve Centre KPIs](/nerve-centre/kpi-cards/nimble) · [Audit Profile](/nerve-centre/kpi-cards/nimble/audit) · [Sentiment Settings](/nerve-centre/kpi-cards/nimble/sentiment)**

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?

## What this audit checks

### 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

### 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)

### 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

### 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)

### 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

## Severity thresholds

| Signal                 | Warn | Critical |
| ---------------------- | ---- | -------- |
| `stalled_deal_count`   | 3    | 10       |
| `ownerless_deal_count` | 2    | 8        |
| `deal_win_rate`        | 25   | 20       |
| `bounce_rate`          | 2    | 5        |
| `spam_rate`            | 0.1  | 0.3      |
| `unsubscribe_rate`     | 0.5  | 2        |
| `delivery_rate`        | 97   | 95       |
| `contact_coverage_gap` | 50   | 100      |

## 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