Customer Health Score Template (2026 Edition)
An actionable Customer Health Scoring template for 2026: unify product, support, and revenue signals, make risk visible, and trigger the right play—fast.
Updated with input from 300+ CS and RevOps practitioners and tested across 30M+ data points, this template helps you build multi-dimensional health (Adoption, Value, Support Risk, and Commercial Risk) with clear score drivers, segment-specific thresholds, and play-ready outputs. Iterate quickly, validate what matters, and operationalize proactive retention—without black-box scoring.
Updated version 2026 with 10+ improvements and changes.
Build with best practices from most innovative companies
Detect risk early—and route the right action automatically
Health scores should not be a dashboard number. Use this template to identify why health changed, assign owners, and standardize interventions across onboarding, adoption, renewal, and expansion.
Easy to fill
Import signals from CRM, billing, support, and (optionally) product analytics. Built-in validation helps you standardize definitions so your health score stays consistent across teams and quarters.
Easy to customize
Customize by segment (SMB/MM/Enterprise), lifecycle stage (onboarding vs steady-state), and use case. Adjust weights with confidence—and keep the logic readable for CSMs, RevOps, and leadership.
Now better than ever
Built on hundreds of real-world scoring models, the 2026-ready structure emphasizes explainability, leading indicators, and operational outputs—so teams actually use the score to drive outcomes.
Excellent template to start with organising customer success management. It's a foundation for a long-awaited transparency in who is doing what consistent approach in prioritizing our CSM efforts.
Richard KayserHead of Sales, DIGOOH Media GmbH