Everything you need to track customer health, predict churn, and drive growth—all in your familiar Google Sheets.
Six powerful features designed to help you build stronger customer relationships and sustainable growth.
Calculate quantitative health scores based on customizable metrics and weights.
Run daily calculations automatically or update scores manually whenever you need.
Import historical data and generate complete customer health timelines effortlessly.
Visualize performance trends and identify areas needing attention at a glance.
Adjust weights and rules to perfectly match your business priorities and methodology.
Multi-dimensional analysis to identify your most valuable and at-risk customers.
Core Engine for Customer Intelligence
Our intelligent scoring engine calculates customer health based on your predefined metrics and weights. Every score is transparent and customizable, giving you full control over what "healthy" means for your business.
* All weights are fully customizable in Settings
Always Fresh Customer Intelligence
Automatic Mode
Runs daily in the background without manual intervention
Manual Mode
Update scores anytime with one click
Scheduled Mode
Set specific times or frequencies that work for you
Keep your customer health intelligence current without the hassle. Our automated system ensures you always have the latest data, so you can make timely decisions that impact retention and revenue.
Build Complete Customer Timelines
Import years of historical data and generate comprehensive health timelines for every customer. Understand how relationships have evolved and identify patterns that predict future behavior.
Example: Customer health trend visualization
Visualize Performance at a Glance
Analyst Views
Report Generation
Metrics Breakdown
Data Refresh
Dive deep into customer behavior with our interactive analytics. Spot trends, compare periods, and drill down into individual metrics to understand what's driving changes in customer health.
Tailor to Your Business Logic
No two businesses are alike, and neither should their customer health models. Our intuitive settings panel lets you define exactly what matters most to your organization.
| Profit Margin | Score |
|---|---|
| 30%+ | 100 points |
| 20-30% | 80 points |
| 10-20% | 60 points |
| Below 10% | 30 points |
* Thresholds are fully customizable
Identify Your "Lighthouse" Customers
Stars
High Value + High Health
Invest & Retain
Question Marks
High Value + Low Health
At-Risk, Act Fast
Cash Cows
Low Value + High Health
Maintain & Grow
Dogs
Low Value + Low Health
Evaluate & Decide
Our multi-dimensional matrix helps you visualize your entire customer portfolio at once. Identify which customers deserve more attention, which are at risk, and where to focus your resources.
Current Value
Protect renewals — Focus on maintaining relationships with high-value customers nearing contract renewal.
Future Potential
Spot gold mines — Identify clients with untapped upsell or expansion opportunities for future growth.
Reputation
Guard top-tier clients — Prioritize enterprise clients with significant industry influence and referral power.
Profit
Trim low-return ones — Evaluate relationships draining resources without sufficient profit contribution.
Cash Flow
Flag long payments — Highlight customers with extended payment cycles threatening your liquidity.
Collection Risk
Prioritize credit fixes — Target clients with overdue payments or deteriorating creditworthiness.
Designed for teams that want professional CSM capabilities without the enterprise price tag.
Track and manage customer health at scale. Identify at-risk accounts before they churn.
Manage client relationships and project success across your portfolio effectively.
Balance acquisition with retention. Turn data into sustainable revenue growth.
Deliver professional client management services with enterprise-grade tools.
Make smarter decisions with customer data. No expensive enterprise tools required.
Get more done with fewer resources. Professional capabilities that scale with you.
Choose the template that matches your business model—we've pre-configured metrics for each use case.
Designed for project-based and license-based businesses. Focus on delivery success and long-term client relationships.
Built for subscription-based businesses. Focus on user engagement, retention, and lifetime value.
Want to try this template early? Email us and we'll share it with you before the official launch.
Coming SoonJoin thousands of teams already using Customer Health Compass to build stronger customer relationships and drive growth.
Have questions? Check our FAQ or read our Getting Started Guide.