How Customer Health Scoring & Compliance Deadlines Work
See how Plenix recomputes customer health from real signals and surfaces compliance deadlines as timed attention items so nothing lapses.
Customer health scoring
Plenix scores the health of each customer from real signals rather than a gut feel — so the number reflects what's actually happening on the account.
What feeds the score
| Signal | Effect |
|---|---|
| Support tickets | High volume or unresolved issues lower the score |
| Product usage | Active, engaged usage raises it |
| Invoices & payments | Overdue invoices are a risk signal |
| Engagement | Recent activity vs going quiet |
How it updates
- Health is recomputed automatically from these signals on a daily cycle
- You can also trigger a recompute on demand from the customer success view
- A manual override is preserved when you deliberately set a score yourself
Where to see it
Customer Success → Health shows each account's current score, the trend, and the signals driving it. Accounts trending down surface first so your team can intervene early.
Compliance deadlines as attention items
Compliance work has hard dates — audits, permits, risk reviews, QHSE training. Plenix surfaces these as timed attention items so they never lapse.
- Upcoming and overdue compliance deadlines appear as attention items on the compliance view
- A daily check promotes items into view as their deadline approaches
- Nothing depends on someone remembering — the system raises the flag
Where to see it
Compliance shows audits, incidents, permits, risk assessments, and QHSE training, each with its deadline and attention status.
Why this matters
Both features share one idea: your systems already hold the signals, so Plenix does the watching for you. Health scores and compliance deadlines stay current on their own, and your team spends its time acting on what's flagged — not maintaining the flags.
Tips
- Trust the trend as much as the absolute score — a falling healthy account still needs attention
- Use manual overrides sparingly, for accounts where you know something the signals don't
- Wire compliance items with realistic lead times so attention appears early enough to act
Where to go next
- Understand the whole module → How Customer Success Works
- Next in this module → Track Health Scores
- Send NPS Surveys
- Manage Customer Onboarding
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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