GoCSM now automatically calculates and updates the Health Status of each SaaS company based on their real engagement — helping you quickly identify thriving clients and those at risk of churn.

📊 Health Status Levels

Each company is now labeled with one of the following statuses:

1. ✅ Thriving (76–100%) – Very active and fully using key features

2. 😊 Healthy (51–75%) – Steady usage, with growth potential

3. 😐 Steady (26–50%) – Moderate activity, needs support

4. ⚠️ At-Risk (0–25%) – Low engagement, may churn soon

🧮 How It’s Calculated

Each company’s Health Score is calculated using three key engagement metrics — each with its own weight:

1. Login Activity – 30%

Measures how many users are actively logging in.

Example:

If a company has 2 users:

1. 1 is active (100%)

2. 1 is inactive (0%)

   Average = 50%

   → Login Activity Score = 50% of 30% = 15%

2. Product Adoption – 40%

Calculates how many features are actually being used across accounts.

Example:

1. 50 accounts × 16 features = 800 total possible uses

2. 500 features are actively used

   Usage = 500 ÷ 800 = 62.5%

   → Product Adoption Score = 62.5% of 40% = 25%

3. Feedback (NPS) – 30%

Uses customer feedback to measure satisfaction. Each rating has a value:

1. Very Happy = 100%

2. Happy = 75%

3. Neutral = 50%

4. Not Happy = 25%

5. No Feedback = 0%

Example:

If all 2 users gave “Very Happy” feedback → average = 100%

→ Feedback Score = 100% of 30% = 30%

🔢 Final Health Score

Add all three parts together:

Login (15%) + Product Adoption (25%) + Feedback (30%) = 70% → Healthy

The Health Status label updates automatically based on this final score.

💡 Why This Matters

1. 🧠 Track Customer Health with Confidence

2. ⚙️ Trigger Smart Automations Based on Health

3. 📌 Know Where to Focus Your Team’s Effort