Health, sentiment, product usage, and conversation history live in one place — and the score is a query, not a black box. When a renewal is at risk, the trace is one click away.
Illustrative outcomes — composite of design-partner deployments
↑ 14pts
gross-retention vs. last-fiscal cohort
↓ 18 days
lead time on renewal-risk identification
↓ 65%
QBR prep time per account
↑ 2.4×
expansion-conversation triggers caught
Try Health Score 2.0
Pick a sample account. See the weighted signals that feed the score, the per-signal trend, and the risk flags the CSM walks into the renewal call with. Drag a weight slider to recompute live.
Try Health Score 2.0
Illustrative · sample account dataPick a sample account. The same per-signal weighting that ships in /settings/health-weights runs against composite data; adjust weights on the result card and the score updates live.
Signal values and trends are precomputed against the sample account. Adjusting the weights recomputes the score on the fly — the same way the production health weights UI does. Sign in to run it against your live event ledger. Open Pact for Customer Success
What you get on day one
Each customer's health number starts from weighted signals you can see — login frequency, ticket volume, exec engagement, NPS — and the ML risk layer adds per-signal contributions, so you can read exactly why a score moved. Adjust weights in a UI; the model recomputes live.
Risk firing thresholds run on the same event ledger as sales. When usage drops, exec sponsors leave, or a champion goes quiet, the system surfaces the deal — not a quarterly report.
Workflow-driven onboarding sequences gated by real product milestones. Customers move through stages because they actually used the feature, not because someone moved a Trello card.
Open any account → QBR pack assembles itself: timeline of milestones, NPS, top tickets, top product surfaces used, exec roster changes, and the four next-step CTAs. New: clone a one-tap customer-success scorecard dashboard for health, NPS, at-risk accounts, and renewals — and dictate post-call notes that transcribe and file themselves.
Emails, in-product messages, Slack threads, and ticket replies stitch onto the contact timeline — so the CSM picking up the account doesn't have to re-read history in three systems.
Every CS touch — renewal nudge, NPS ask, onboarding sequence — checks the consent ledger at send time. Blocked sends are recorded with the reason, so compliance can audit instead of guess.
“Our health score used to be a wish list. Now it's a number my CSMs can defend in a renewal call — because every input is auditable.”
Director of CS · Series-C SaaS · 80 customers · illustrative scenario
For other roles
The Free plan stays free as long as you're under the limits. Pro and Team open with a 14-day trial — full features, no card.
Last reviewed: 2026-06-15
American English · claims grounded against shipped functionality
Closes DP-014 + DP-015