Health Scores

Follow your customers' health

Health scores that strike the perfect balance between simplicity, flexibility, and power 💪

PRODUCT SETUP50%7.5Teammate invitedSlack integrationCOLUMN> 5= EnabledHEALTHY2 - 5N/ACONCERNING< 2= DisabledPOORPRODUCT USAGE50%9.0OVERALL HEALTH8.3Polygon Corp’s Health8.3

Define multiple health scores

The customer journey is complex, and often, a single health score doesn't cut it. Track multiple health scores at your accounts to gain clear visibility into a customer's success across multiple areas.

PRODUCT SETUP7.5Teammate invitedSlack integrationCOLUMN> 5= EnabledHEALTHY2 - 5N/ACONCERNING< 2= DisabledPOORPRODUCT USAGE5.0File Downloaded% of Licenses UsedCOLUMN> 5> 50%HEALTHY2 - 525-50%CONCERNING< 2< 25%POOR

Follow the overall health of your customers

Track an account's overall health score using a weighted average of each individual health score you create. You'll be able to segment customers, fire alarms, and build playbooks using both overall health and individual scores.

Engagement HealthTrapezoid Corp.9.85.23.010.04.50.010.06.54.0brian.f@slack.comBrian Francis25 Feb 20183 days agoOval Corp.Triangle Corp.AccountProduct setupAccount healthProduct usageAccount healthPolygon Corp.7.17.59.0PRODUCT SETUP20%7.5PRODUCT USAGE40%9.0NPS20%5.0CSM PULSE20%5.0POLYGON’S OVERALL HEALTH7.1

Customize scores for different customer segments

Customer health often prioritizes different factors based on product subscription or lifecycle stage. Ensure your health scores are perfectly accurate by defining different health equations for specific customer segments.

50%PRODUCT USAGE50%PRODUCT SETUPTOTAL WEIGHTS100%Accounts in Renewal25%PRODUCT USAGE75%PRODUCT SETUPTOTAL WEIGHTS100%Accounts in Onboarding

Analyze health trends across segments

Want to know how one CSM's portfolio compares to another? Or maybe analyze health trends for your highest-paying customers, those renewing soon, or those with access to certain features? Easily dig into the historical performance of any customer segment with our powerful health dashboards.

JunMayAprMarFebJanAccount Health100755025050 accountsHealthy10 accountsPoor18 accountsConcerningFebruaryClearbit tagscontainsB2BSlack integrationisenabledMRR>$100ANDANDFILTERS

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