What This Update is About
We are thrilled to announce the launch of the GoCSM Health Dashboard! This powerful new feature gives you a complete, real-time picture of how every sub-account in your agency is performing — so you can stop reacting to churn and start getting ahead of it.
Instead of manually checking multiple data points across accounts, the Health Dashboard brings everything into one unified view and answers four core questions:

1. Product Adoption: Are your clients actually set up and using the platform? (Feature activation & usage)

2. Revenue Intelligence: Is the account financially healthy? (Billing trends, payment reliability, plan changes)

3. Login Activity: Are the right people showing up? (Owner and key user engagement)

4. Customer Sentiment: How do clients feel about your service? (Ratings and feedback from the past 30 days)

👉 Learn More About What is Health

👉 Learn More About Health Overview

👉 Learn More About Sub-Accounts

👉 Learn More About Configuring Account Health

Key Features

• Account Health Score (0–100) Every sub-account receives a single composite score calculated from the four pillars above — giving you an instant read on account performance without digging through raw data.

• Four Health Bands Accounts are automatically grouped into Thriving (80–100), Healthy (60–79), Steady (40–59), and At Risk (0–39) — so you always know where to focus first.

• Health Overview Dashboard A single agency-wide command center showing your overall health score, health band distribution, total MRR, MRR at risk, accounts requiring immediate attention, and a historical health trend graph.

• Sub-Accounts Page A detailed account table showing each sub-account's health score, band, trend direction, lifecycle stage, and MRR — with tabs to filter by all accounts, priority accounts, or At Risk accounts.

• Fully Configurable Health Scoring Make the Health Score reflect your agency's unique definition of success — not a one-size-fits-all formula. From the Configure tab you can adjust pillar weights (all four must total 100%), choose which of the 9 trackable features are required for your clients, set feature priority levels (High, Medium, or Low) to control their impact on Usage scoring, and customize the lifecycle stage boundaries that determine when accounts transition from Onboarding to Growth to Mature.

• Daily Score Updates Health Scores recalculate every night at 3:00 AM. Manual recalculation is also available at any time directly from the account detail view.

• Smart Score Mechanics Scores are designed to be stable and meaningful — movement is capped at ±25 points per month to prevent sudden swings, and accounts with structural issues are capped at a maximum score of 35 until the root cause is addressed.

Why it Matters
Churn rarely happens overnight — it builds quietly through low adoption, missed payments, and disengaged users. The Health Dashboard gives your team an early warning system so you can intervene before issues escalate, focus your energy on the accounts that need it most, and confidently identify which Thriving accounts are ready for upsells, testimonials, or expansion conversations.

Need help with the new Health Dashboard?

Reach out or submit a ticket through our Chat Widget — we're here to help!