CS Health Score Planner
Calculate customer health scores and plan churn prevention actions. Enter values for instant results with step-by-step formulas.
Worked Examples
Example 1: The Happy Customer
Problem:Logins 10, Usage 8, NPS 10, Pay 10, Support 9.
Solution:Weighted Sum = 9.3. Health Score = 93.
Result:Champion (Upsell)
Example 2: The Silent Sufferer
Problem:Logins 2, Usage 3, NPS 5, Pay 10, Support 10.
Solution:Weighted Sum = 4.2. Health Score = 42.
Result:Critical Risk
Frequently Asked Questions
What is a Customer Health Score?
A composite metric used by Customer Success teams to predict the likelihood of a customer renewing or churning. It combines quantitative data (usage) with qualitative data (relationship).
What do I do with a Red score?
Start a 'Get Well' plan. Identify the root cause (Technical issue? Stakeholder left?) and assign specific tasks to fix it within 30 days.
How do I score 'Support'?
Look at ticket sentiment and volume. High volume of 'How to' questions is good (engagement). High volume of 'Bug' reports is bad (frustration).
Should I show this score to the customer?
Generally, no. It's an internal risk metric. However, sharing usage data ('You are in the top 10% of users') is a great engagement tactic.
References
- Gainsight: The Essential Guide to Customer Health Scores
- Totango: Health Score Methodology
- ChurnZero: Customer Success Metrics
- HubSpot: Guide to Customer Success
- TSIA: The State of Customer Success
- SaaStr: Churn Prevention Strategies
- Harvard Business Review: The Value of Happiness
- ClientSuccess: Health Score Toolkit