Health Scoring
Configure score weights, thresholds, and overrides, and connect product-usage data sources.
How health scores are calculated
The scoring factors explained — product usage, engagement, support, sentiment, and contract health — and how they combine.
Configuring scorecard weights for your business
Adjust the weight of each factor so scores reflect what matters most to your business model.
Health thresholds: green, yellow, red
What each tier means, how to set the numeric thresholds, and how changes affect your portfolio view.
Logging a health score manually
Record a manual health update, add context notes, and view the history of manual entries.
Understanding health trends and velocity
Read trend charts, interpret velocity (improving vs declining), and use it to prioritize outreach.
Health score overrides: when and how
Apply an override with an expiry, and review the audit trail, when the calculated score misses context.
Connecting product usage data
API-key setup, the event schema, and how usage signals map to the product-usage health factor.
Churn & expansion scoring factors
What goes into the churn risk and expansion readiness scores — and why these use fixed factors, unlike the configurable health score.
Predictive Scoring: churn & expansion config
Tune the factor weights behind the churn-risk and expansion-readiness scores.
Per-product-line health
How health breaks down per product line, and how to give a line its own scorecard.