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Customer Health Dashboard Template
A structured customer health dashboard template covering health scoring models, signal weighting, alert thresholds, and dashboard layouts.
Updated 2026-03-05
Customer Health Dashboard
| # | Metric | Target | Current | Progress % | Owner | Status | |
|---|---|---|---|---|---|---|---|
| 1 | 140 | ||||||
| 2 | 98 | ||||||
| 3 | 84 | ||||||
| 4 | 75 | ||||||
| 5 | 75 |
#1
140
#2
98
#3
84
#4
75
#5
75
Edit the values above to try it with your own data. Your changes are saved locally.
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Frequently Asked Questions
What tools should I use to build a health dashboard?+
Start with a spreadsheet (Google Sheets or Excel) to prototype the model and validate the weights. Move to a dedicated tool (Gainsight, Vitally, Planhat, or Totango) when you have 100+ accounts and need automated data collection. For custom dashboards, Metabase or Looker work well. The [Product Analytics Handbook](/analytics-guide) covers the data infrastructure needed to feed health signals into any tool.
How often should health scores update?+
Usage and support signals should update weekly. Financial signals update monthly (aligned with billing cycles). Relationship signals update monthly (CSM input) or quarterly (NPS). The composite score should recalculate weekly so CSMs see timely changes.
How do I handle accounts where I do not have all the signals?+
Score only the signals you have and normalize the result. Do not penalize an account for missing data. Flag accounts with fewer than 50% of signals as "incomplete" so CSMs know the score is less reliable. Over time, work to fill the data gaps rather than guessing.
What is a good health score distribution?+
For a healthy SaaS business: 60-70% Healthy, 15-25% Monitor, 5-10% At Risk, <5% Critical. If more than 15% of your accounts are At Risk or Critical, you have a systemic product or CS problem, not an account-level one. The [churn rate glossary entry](/glossary/churn-rate) covers benchmarks by segment.
How do I convince my team to trust the health score?+
Start by sharing the calibration data. When CSMs see that 64% of Critical accounts actually churned and only 1% of Healthy accounts did, they trust the model. Publish calibration results quarterly. Involve CSMs in weight adjustments so they have ownership of the model. ---
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