Weekly customer health report

Q: What is a customer health score?

A customer health score is a single 0–100 number per account that summarizes usage, support load, engagement, billing, and relationship signals. It lets customer success teams prioritize who to call, who to leave alone, and who to escalate.

Q: How do you calculate customer health automatically?

Connect product analytics, your CRM, your support tool, and billing to a single place. Then encode your health-score formula in an AI prompt that runs weekly and reads across all four. Basedash automations are designed for this exact pattern.

Q: How often should you review customer health?

Weekly. Most material churn signals appear two to four weeks before contract end — weekly cadence catches them with time to act. Monthly is too late for high-ACV accounts.

A free customer health report template. AI scores every account every week and flags churn risk, expansion, and disengagement.

Use this template How automations work

Runs weekly Scheduled Delivered to Slack, Email, In-app

Weekly customer health report

Active

Trigger

Runs weekly

Instructions

Generate a weekly customer health report covering every paying account.

Delivery

Slack · Email · In-app

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Weekly customer health report Runs weekly · Sent to Slack, Email, In-app

Sample output

Customer health distribution

Healthy 87 (74%)

Watch 21 (18%)

At risk 9 (8%)

Headline. 117 paying accounts: 87 green, 21 watch, 9 at risk. Net -2 since last week — two SMB accounts dropped from green to yellow on a usage decline.

Top risks (by ARR).

NorthwindCo ($72K ARR) — weekly active users down 38% over four weeks, executive sponsor on PTO. Recommend exec sync this week.
Acme ($48K ARR) — 4 escalated tickets in 14 days; CSAT 6/10 (typically 9). Recommend assigning a TAM.
RegionalCo ($36K ARR) — 0 logins in 11 days; contract up in 60 days. Recommend immediate outreach.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

Generate a weekly customer health report covering every paying account.

Compute a 0–100 health score per account using:

- Usage (weekly active users / seats, query volume, automations run)
- Support load (open tickets, escalations in past 30 days)
- Engagement (NPS / CSAT responses, login frequency)
- Billing (failed payments, downgrades)
- Relationship (last touch, executive sponsor active)

Output sections:

**Headline.** Number of accounts in green / yellow / red. Net movement vs. last week.

**Top risks.** Five highest-value accounts in yellow or red. Each gets one sentence on what's wrong and the recommended next step.

**Expansion candidates.** Three to five accounts whose usage indicates room to upsell. Name them.

**Trend.** Net movement in average health score by segment.

Numbers first. Always name accounts.

Data sources