Decision Tool

Implementing A Customer Health Scorecard

January 1st, 2018
Mike Pregler, null
Mike Pregler


A customer health scorecard synthesizes 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 roll up customer health scorecard data to present an aggregated view of account health across segments and geographies. As conditions change, it is important to periodically reassess the scorecard to ensure that it is accurately tracking customer health. In this report, we describe foundational elements and best practices for implementing a customer health scorecard.

Want to read the full report?

This report is not available for purchase at this time.

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.