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Customer Health Score

CSM Portfolio Dashboard  ·  Weighted Scoring Model

  • Healthy (75–100)
  • At Risk (50–74)
  • Critical (<50)

Accounts (0)

Account Tier ARR Health Score Breakdown Renewal
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Account Detail

Select an account to see its score breakdown.

Health score gauge — HEALTH SCORE
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Settings

Scoring Weights

Product EngagementLogin frequency, feature usage, DAU/MAU
%
Support HealthInvert ticket volume + CSAT score
%
Stakeholder EngagementQBR attendance, exec sponsor, responsiveness
%
Adoption DepthCore feature penetration, seat utilization
%
Expansion SignalUpsell conversations, limit usage, NPS
%
Total 100%

Score Thresholds

Healthy (score ≥)Accounts at or above this score are healthy
At Risk (score ≥)Below healthy, at or above this score = at risk
Healthy  75 – 100
At Risk  50 – 74
Critical  < 50

Add Account


Login frequency, feature usage, DAU/MAU ratio
Invert ticket volume + CSAT score
QBR attendance, exec sponsor access, responsiveness
Core feature penetration, seat utilization
Upsell conversations, usage against limits, NPS
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Import from CSV

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Supports .csv and .tsv  ·  Any column order
Required: Account Name

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