Health Score Template .xls

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
1	Customer							Adoption__c * 2 + Bugs__c * 2 + Usage__c * 2 + Support__c * 2 + Engagement__c * 5 + Financial__c * 5
2	Month	January
3	Product				Relationship
4	Bugs	Adoption	Usage	Support	Enagement	Financial
5	2	3	3	1	1	5
6	2	3	3	1	1	5
7	Total	27		Total	24
8
9	TOTAL HEALTH SCORE:		51
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11
12	Customer Health Score Metrics Guide
13		Bugs Metrics		Adoption Metrics		Usage Metrics			Support Metrics	Engagement Metrics				Finanical metrics
14	Score	# of Bugs	# of Issues	Lifecycle phases	Adopting new modules	Overall usage	Specific module usage		# of support tickets	Referrals	Case Study/ Testimonial	References	Attend Webinars	Paid on time
15	5	0 bugs	0 issues	onboarding to adoption phase in 0-3 months	Adopting new module in 0-3 months	80-100% of product used	80-100% of modules used		1>5	10+	4+	10+	10+	Yes
16	4	1-2 bugs	1-2 issues	onboarding to adoption phase in 3-6 months	Adopting new module in 3-6 months	80-60% of product used	80-60% of modules used		5>10	5>10	3	5>10	5>10	1 month late
17	3	2-5 bugs	2-5 issues	onboarding to adoption phase in 6-8 months	Adopting new module in 6-9 months	40-60% of product	40-60% of modules used		10>15	2>5	2	3>5	3>5	2 month late
18	2	5-10 bugs	5-10 issues	onboarding to adoption phase in 8 months +	Adopting new module in 9 months+	20-40% of product used	20-40% of modules used		20-15	1>2	1	1>3	1>3	3 month late
19	1	10+ bugs	10+ issues	Customer is still in onboarding stage	Not adopting new modules	1-20% of product used	1-20% of modules used		20+	0	0	0	0	3 month late + / never paid
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100