Healthy accounts
68% +5 pts (63%)
Customer health dashboard template
A free customer health dashboard template for tracking usage, support load, renewals, payment signals, churn risk, and expansion potential.
7 dashboard blocks
Number, Scatter, Donut, Horizontal bar, Table
Preview
A realistic starting point.
The sample data shows the structure. Basedash generates the live version from your connected sources.
Customer health dashboard
Account risk and expansion signals
Live data
At-risk ARR
$418K -14% ($486K)
Expansion-ready
37 +9 (28)
Usage vs. support load
Health segments
Healthy 59%
Watch 19%
At risk 9%
Expansion 13%
Risk drivers
Usage drop 42
SLA misses 31
Payment issue 18
No sponsor 14
Account review queue
Acme Corp Renewal risk
Northwind Usage spike
Globex Payment issue
The prompt
Copy, paste, customize.
Drop this into Basedash AI to generate the dashboard from your own schema and business context.
Dashboard instructions
Build a customer health dashboard for the customer success team.
Include account health score, product usage, active users, support tickets, SLA misses, renewal dates, payment issues, expansion potential, and churn risk. Show healthy, watchlist, and at-risk account segments.
Surface the accounts that changed most since the previous period and explain which signals moved the score.
Metrics
What to include.
Core metrics
- Account health score, segment distribution, and score movement.
- Active users, feature adoption, seats used, and usage trend.
- Support tickets, SLA misses, escalations, and CSAT.
- Renewal date, payment status, expansion potential, and churn risk.
Layout notes
Customer health dashboards should make action obvious. Use the first row for account mix, at-risk ARR, and expansion-ready accounts, then reserve the bottom row for the account list the team needs to review.
Data sources
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Basedash can generate this dashboard across databases, warehouses, and SaaS tools.
Frequently asked questions
What is a customer health dashboard?
How do you calculate customer health?
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