Customer Success — Health Scoring
Understand how customer health scores are calculated from real signals and how to act on them.
Where to find it
Go to Customer Success → Health. Each client shows a health score derived from real signals — support activity, invoice/payment behaviour, engagement, and more.
How the score is built
Plenix recomputes health from actual platform data (recomputed on a daily schedule and on demand), so the score reflects what's really happening rather than a stale manual rating. A manual override is respected where you've set one.
Act on it
- At-risk clients surface at the top — reach out before they churn.
- Pair health with NPS surveys and onboarding playbooks to improve the relationship.
Tips
- Review at-risk accounts weekly.
- Use onboarding playbooks to lift health for new clients early.
Where to go next
- Understand the whole module → How Customer Success Works
- Next in this module → How Customer Health Scoring & Compliance Deadlines Work
- Track Health Scores
- Send NPS Surveys
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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