Best Practice Report

Customer Health Scorecard Calculations

January 1st, 2018

Summary

Editor’s note: This is the third in a series of reports on customer health scorecards.

A customer health scorecard combines information about a customer account, allowing the customer success team to detect issues with customers as they occur and set priorities for strengthening customer relationships. The organization can then roll up customer health scorecard data to present an aggregated view of account health across segments and geographies. In this report, we explain how to calculate customer health scores using key metrics gathered across the business.

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