We’ve updated the Health tab in GoCSM with a clean new design and more actionable insights — giving you deeper visibility into customer health at a glance.

🆕 What’s New in the Health Overview

📊 Health Status Breakdown per Company

1. Now shows detailed metrics for:

2. Login Activity

3. Product Adoption

4. Feedback (NPS)

5. Overall Health Score (with visual indicators)

🎯 Simplified Controls

1. The Enable Feedback, Set Premium, and Enable GoCSM Widget toggles are now compact icons — giving the interface a cleaner, more focused look.

2. Company Status (Regular, Active or Churned) are minimize to dots:

   • Black Dot - Regular

   • Green Dot - Active

   • Red Dot - Churned

3. SaaS Plans are also minimized into the SaaS icon color coded with colors you set on your SaaS Plans in the Plans Configuration.

🔍 Smart Tools Still Included

1. ✅ Search & Filters

2. ✅ Bulk Actions

3. ✅ Export to CSV

4. ✅ Sorting

🚧 Coming Soon

1. 👤 Assign CSM – Directly assign a Customer Success Manager to any account

2. 🧰 Filter by CSM – Easily view accounts based on the assigned team member

💡 Why This Matters

1. 🧠 Better Visibility – Instantly understand the health of each sub-account with component scores.

2. ⚡ Faster Action – Identify at-risk accounts without digging into multiple views.

3. 📥 Cleaner UX – Focus on insights, not interface clutter.

The new UI is now live under GoCSM > Health

Need help interpreting health scores or building automations from them? Join a support session or visit help.gocsm.com.