Account Health Dashboard
Churn scoring with 90-day renewal view
Key highlights
Automated health scoring
Calculate account risk levels using a numerical scale to identify which customers need immediate attention.
Renewal pipeline management
Monitor all accounts expiring within the next 90 days to ensure timely contract discussions.
Flexible data portability
Import existing customer records via CSV and export your entire book of business for external reporting.
About this template
This template provides a centralized system for monitoring customer retention and churn risk. It allows you to calculate health scores, automate status tracking, and manage upcoming renewal dates in a single dashboard.