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Monitor Account Health Score

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

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Account Health 360

health-360

Product Adoption

CustomerSuccessBox tracks Product Signals like frequency of usage, depth of usage, active user trend, key usage milestones and license utilization to calculate product adoption health.

product account health score

Financial

Track financial signals such as Revenue trend, Due Invoices amount, Days since last renewal and more to calculate Financial Health

financial account health score

Service

We have seen that people tend to ignore support post setting up success. Account Health 360 tracks critical unresolved tickets, Frequency of new conversations, Satisfaction score trend, etc. to calculate service health for each account.

service account health score

Relationship

Track signals such as Touchpoint frequency, Recency of touchpoint and Touchpoints by channel to calculate Relationship Health

Relationship account health score

Risk

If you click on the risk tab, 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. You can maintain custom notes as well for Risk and Confidence.

Risk - account health score

Why Account Health 360?

Hear from Anadi Raj Tiwari, Product Manager at CustomerSuccessBox, on why we decided to ditch the traditional single customer health score and come up with five dimensions of account health.

Our thinking behind Account Health 360

  • Why a single health score does not work
  • Perfect customer health score for B2B SaaS
  • The 5 dimensions of account health
  • Best Practices for calculating account health

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