Analytics · Predictive
Account Health
A single Health Index that blends product usage, support, satisfaction, and risk signals into one score, so success and account teams can see which customers need attention before risk shows up in renewals or revenue.
What it does
Monitor sentiment, usage, and risk by account.
Composite health index
We blend product usage, support history, and CSAT or NPS sentiment into one predictive health score for every account.
Leading risk indicators
Usage drops, unresolved tickets, and sentiment changes surface as early warning signs well before a renewal is at stake.
Account tiering by value
Value-weighted and health-weighted tiers prioritize which customers get proactive outreach, service, and renewal focus first.
Renewal and upsell signals
Health trends over time forecast renewal probability, churn risk, and upsell readiness, so teams act on data rather than gut feel.
How it works
Define components
Agree which engagement, satisfaction, and risk signals best predict success and churn across your lifecycle and segments.
Collect and normalize
Ingest and standardize signals from CRM, product usage, support tickets, and CSAT or NPS feedback into one consistent view.
Score each account
Weighted scoring produces a unified Health Index and value-based tiers that rank every customer relationship.
Monitor and alert
Accounts that drop sharply are flagged automatically and a recovery case opens, so no at-risk customer slips quietly.
Enable action
Tier and trend data drive targeted playbooks for renewal outreach, support escalation, and upsell conversations.
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Run it continuously, on web and mobile
- Unified health scoring across multiple data sources
- Predictive risk indicators and automated alerts
- Customer sentiment and engagement monitoring
- Segment and portfolio-level account visibility
- Web and mobile access included
What you get
Health overview
Portfolio KPIs: the overall Health Index and the share of accounts now flagged at risk.
Risk distribution
The book split into low, medium, high, and critical tiers for triage.
Health by industry
Which customer segments are strongest and which need focus, ranked by health.
Account overview
Individual customers ranked by Health Index, so teams know where to act first.
Common
questions
What is an account health score? +
A composite metric that combines engagement, satisfaction, support, and risk signals into one number, so success and account teams can prioritize which customers need attention.
How is the Health Index built? +
We define health components with your team, integrate data from CRM, product usage, support, and CSAT or NPS feedback, then weight and score each account, plus leading risk indicators and renewal forecasts.
Who uses it? +
Customer success, account management, and commercial leaders use it for renewal forecasting, at-risk identification, and linking team performance to retention outcomes.
How does it reduce churn? +
By surfacing at-risk accounts early, teams intervene with targeted outreach, support, or offers before customers leave, and the score prioritizes which actions move retention most.