Customer Health Score Dashboard
Know which accounts need attention before they churn.
What changes when you build this
The gaps you're living with today,
and what this tool fixes.
Problems
- Usage data, support tickets, and billing status live in 3+ systems with no unified risk view
- CSMs learn about declining engagement during quarterly reviews — weeks after the drop started
- Health scores maintained in spreadsheets go stale within days and nobody trusts them
- Renewal conversations happen blind because reps can't see product adoption trends
- At-risk accounts get the same treatment as healthy ones until someone manually flags them
Solutions
- One dashboard combines usage frequency, support volume, and billing health into a single composite score per account
- Score changes trigger alerts so CSMs see declining accounts the same day, not the same quarter
- Health scores update automatically from live data — no manual spreadsheet maintenance
- Renewal prep starts with a clear adoption timeline showing feature usage and engagement trends
- At-risk accounts surface automatically with red flags, so outreach happens before the cancellation request
What the data model looks like
Refine generates this table structure from your
prompt. Edit columns, types, and relationships after.
100%
Mistakes to avoid
These are the failure patterns teams hit most often
when building this.
Equal-weight scoringFix: Weight signals by predictive power — login frequency usually matters more than page views. Review weights quarterly against actual churn data.
Equal-weight scoring
Fix:Weight signals by predictive power — login frequency usually matters more than page views. Review weights quarterly against actual churn data.
Stale usage dataFix: Pull usage events daily at minimum. A health score based on last month's data is a history report, not a risk tool.
Stale usage data
Fix:Pull usage events daily at minimum. A health score based on last month's data is a history report, not a risk tool.
No action triggerFix: Connect score drops to CSM alerts or task creation. A dashboard nobody checks is just a decoration.
No action trigger
Fix:Connect score drops to CSM alerts or task creation. A dashboard nobody checks is just a decoration.
Missing context on detail pagesFix: Show support history, billing status, and recent feature usage on each account page so CSMs don't need to check 3 other tools.
Missing context on detail pages
Fix:Show support history, billing status, and recent feature usage on each account page so CSMs don't need to check 3 other tools.
Score without explanationFix: Display which signals drove the score down — 'no login in 14 days' is actionable, '42 out of 100' is not.
Score without explanation
Fix:Display which signals drove the score down — 'no login in 14 days' is actionable, '42 out of 100' is not.