Customer health scorecard
Health scores usually arrive one of two ways: locked inside a platform you cannot change, or as a formula in column M that only you understand. This builds a scorecard around the columns in your own export, so the logic is yours and you can change it by saying what to change.
“A health scorecard that scores every account from my usage and engagement columns and shows which accounts are trending down this month”
What you get
- A health score per account, calculated from your own columns
- Trend direction, so a steady 60 reads differently from a falling 60
- The accounts sliding this month surfaced at the top
- A breakdown of what is dragging each score down
- Filters by segment and owner for a one-on-one or a pipeline review
Who it is for
CS teams whose platform health score does not match what they actually see in their accounts.
Replaces
Use it instead of a health score you cannot inspect or argue with.
It builds around your data, not sample rows
Attach a CSV or an Excel export and the tool is rebuilt around your real columns and rows. Change anything by saying what to change in your own words. Publish it to a link when you want your team to see it.
Build your customer health scorecard