You now have full control over how GoCSM calculates Customer Health Scores across your sub-accounts.

🎯 What’s New?

Previously, health scores were locked at:

• 🔹 Login Activity – 30%

• 🔹 Product Adoption – 40%

• 🔹 Feedback (NPS) – 30%

Now, you set the weight for each factor—up to a total of 100%—to align with how you define success for your customers.

🔧 How It Works

• Go to Health > Configure in your GoCSM

• Adjust the sliders for:

  • Login Activity

  • Product Adoption

  • Feedback Sentiment (NPS)

• Hit Save — all your sub-account health statuses will be recalculated instantly

• Use the built-in simulator to test how different scores impact health status before applying them

🧪 Simulate Real Scenarios

Use the Health Status Simulator to:

• Toggle NPS responses from real users

• Check features they’ve used

• Instantly view calculated scores and see if they’re Thriving, Healthy, Steady, or At-risk

💡 Why This Matters

Every business has different success signals.
This feature lets you define your own customer health formula, so your GoCSM dashboard reflects what you care about most.

📍 Navigate to:
GoCSM → Health → Configure to get started.

Need help configuring your Health Scores? Join our training session or visit help.gocsm.com.