Account Financial Health

Financial health score for your customers

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Monitor Account health score

Account Health 360 tracks product adoption, financial, service and relationship health, and allows to add a custom risk score

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Manage account level Financial health

  • Track financial signals such as revenue trend,  due invoice amount, days since last renewal to calculate the Financial health

Add high level risk score and human context for later use

  • You can define a custom risk score for the account, and add tags indicating common risk or confidence context curated by you or the team for quick at-a-glance view.
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Learn more about CustomerSuccessBox Features

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AI Insights
Real time relevant insights of the account for proactive intervention
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CSM Intervention
Built in actionability right within the platform
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Customer Success Risk Alerts
AI powered risk alerts for proactive intervention
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