Health Score Dashboard

Visualize customer health across your entire portfolio in one view. Ask questions in plain language and instantly see which accounts need attention before they become churn risks.

For Customer Success Leaders Customer Success Managers Account Managers Revenue Operations
Sample prompt to Joy's Assistant

Which of my accounts have declining health scores this [month]? Show how much each score dropped, what's driving it, and flag anyone with a renewal coming up.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Which of my accounts have declining health scores this June? Show how much each score dropped, what's driving it, and flag anyone with a renewal coming up.

Here's the June health board Visual Intelligence assembled from your CRM, support tickets, product usage, and survey data, surfacing every account whose score fell this month.

7
Accounts declining
this month
$780K
At-risk ARR
across the 7
-12 pts
Avg score drop
▼ month over month
3
Renewals in 90 days
among the declines
AccountScoreChange
Acme Corp42▼ 18
TechFlow48▼ 15
Vertex51▼ 14
GlobalSoft55▼ 12
Meridian58▼ 11
DataDrive61▼ 9
Northwind64▼ 8
AccountScoreChangeDriverRenews
Acme Corp42▼ 183 open escalations47 days
TechFlow48▼ 15Usage down 40%N/A
GlobalSoft55▼ 12Champion left68 days
DataDrive61▼ 9NPS droppedN/A

Acme Corp is the account to move on today: its health fell 18 points to 42 (the steepest drop in the book), it has three open escalations, and it renews in 47 days. TechFlow (48, usage down 40%) is close behind. Together the seven declining accounts represent $780K in ARR, so the fastest win is clearing Acme's escalations before its renewal window opens.

Want me to draft the Acme escalation plan: the three open tickets, owners, and a target close date before renewal?

From scattered data to unified insight

Health Score Dashboard connects to your CRM, support system, and product analytics to give you a unified view of customer health. Just ask which accounts need attention, and get the answer instantly.

  1. Connect your data sources

    Link your CRM, support ticketing system, and product analytics to JoySuite. Data syncs automatically so your dashboard always reflects current health.

  2. Ask in natural language

    "Which accounts have declining health scores?" or "Show me enterprise accounts with open support escalations". No query language, no dashboards to configure.

  3. Get instant visualizations

    The assistant generates the right view automatically: health score trends, at-risk account lists, segment comparisons, or individual account deep dives. Whatever answers your question.

  4. Take action immediately

    Click into any account for full context: usage, tickets, NPS, and renewal date in one place. Joy surfaces the at-risk accounts the moment you ask, so you can decide who to reach out to first, all from the same conversation.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

At-Risk Check

Ask Joy which accounts dropped below your threshold and it lists them on the spot, so you catch problems before they become churn.

Trend Analysis

See how health scores change over time. Identify patterns and seasonal risks across your portfolio.

Segment Views

Compare health by segment, tier, CSM, or any dimension. Spot systemic issues quickly.

Account Deep Dives

Click into any account to see the full health picture: usage, tickets, NPS, and engagement history.

Enterprise Focus

Detailed account views with executive sponsor health, multi-stakeholder tracking, and strategic initiative alignment.

Product-Led Growth

Emphasis on usage patterns, activation metrics, and expansion signals for self-serve customer bases.

Renewal Management

Focus on accounts approaching renewal with risk indicators, stakeholder sentiment, and competitive intelligence.

Frequently Asked Questions

What is a customer health score?

A customer health score is a metric that combines signals like product usage, support tickets, NPS scores, and engagement levels to predict account health and churn risk. JoySuite's dashboard unifies these signals from multiple systems into one actionable view.

How do I identify at-risk customers before they churn?

The Health Score Dashboard flags accounts with declining health scores, open escalations, reduced usage, or negative sentiment. Ask Joy on demand and it lists anyone below your threshold, giving you time to intervene before renewal conversations.

What data sources feed into customer health scores?

JoySuite connects to your CRM for account details and renewal dates, support systems for ticket volume and escalations, product analytics for usage patterns, and survey tools for NPS and CSAT data. All signals combine into a unified health view.

Can I see customer health trends over time?

Yes, the dashboard shows health score trends for individual accounts and portfolio segments. You can identify seasonal patterns, track improvement after interventions, and compare health across customer segments, tiers, or CSM assignments.

How do customer success teams use health score dashboards?

CS teams use health dashboards to prioritize outreach to at-risk accounts, prepare for renewal conversations, identify expansion opportunities in healthy accounts, and demonstrate impact by tracking health improvements after interventions.

Related Recipes

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Renewal Tracker

Dashboard of upcoming renewals, ranked by risk.
Customer Success

CS Dashboard

Visualize key CS metrics (retention, health, NPS): ask and see.
Sales

Deal Prep Workspace

Collaborative spaces to query all deal context instantly.

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