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🧠 New Health Overview UI is Now Live!

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.

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