Building a Health Score: Points, Weights and Traffic Lights
This lesson is part of the course
In this lesson
You turn four warning signals – usage, open tickets, survey score and late payment – into points from 0 to 100, combine them into a weighted health score with SUMPRODUCT and give every account a red, amber or green band with IFS.
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Lessons in this course
- Your Book of Business: ARR Tiers and How Many CSMs You Need Locked
- Building a Health Score: Points, Weights and Traffic Lights Locked
- Onboarding: Working Days to Go-Live and Time-to-Value Locked
- Renewal Forecasts: Renewal Dates, Health-Based Probabilities and Quarterly Totals Locked
- Expansion and Contraction: Net and Gross Retention per Segment and per CSM Locked
- Churn Reasons and Saves: Reason Codes, Lost ARR and the Save Rate Locked
- Engagement Coverage: Touchpoints, Business Reviews and Overdue Accounts Locked
- Capstone: Does the Health Score Predict Churn? Locked