Services Health

Services Health adds a card to company records that maps every service in your HubSpot product catalogue against a company’s purchase history — showing LTV, purchase frequency, and a health status based on recency.

CRM object: Company

What it shows

• Health summary — count of services by status: Healthy, Neutral, Risky, Inactive
• Summary metrics:
  • Active services vs. total services available
  • Total LTV across all services
• Per-service table with:
  • Service name
  • Health status badge
  • Number of purchases
  • Last purchase date
  • Lifespan (time between first and last purchase)
  • LTV
  • Average service value

Health logic

Health is determined by how recently the company last purchased each service:

Status	Criteria
Healthy	Last purchase within 90 days
Neutral	Last purchase 91–365 days ago
Risky	Last purchase more than 365 days ago
Inactive	Never purchased

Requirements

Minimum HubSpot licence: Enterprise

HubSpot UI Extensions (CRM cards) require an Enterprise subscription. The Products feature (required for service catalogue data) requires Sales Hub Professional or above.

Required scopes

Scope	Reason
crm.objects.companies.read	Read company record
crm.objects.deals.read	Fetch associated closed-won deals
crm.objects.line_items.read	Read line items to match products purchased
crm.objects.products.read	Fetch the product catalogue

CRM properties read

• Products: name, hs_product_type (filtered to Service type only)
• Deals (associated, closed-won): dealname, closedate, hs_is_closed_won
• Line items: hs_product_id, quantity, amount, price, name

Installation

1. Open Trading Cards from the HubSpot top nav
2. Find Services Health in the template library
3. Click Deploy
4. The card appears on company records within ~20 seconds

Note: This template relies on your HubSpot product catalogue having items with hs_product_type set to Service. If no products are tagged as services, the card will show an empty state.