Customer Health Reporting
See the Full Health of Your Customer Base at a Glance
EvaluationsHub dashboards show account health trends, at-risk segments, QBR completion rates, and survey response patterns — so your CS leadership always knows where to focus.
CS leadership needs a real-time view of portfolio health — not a report that takes two days to compile from four different systems. EvaluationsHub aggregates every health signal into dashboards that show, right now, which accounts are at risk, which are improving, where QBRs are overdue, and where survey response rates are dropping.
What EvaluationsHub reporting gives CS leadership
Portfolio health dashboard
See every account’s health score in one view. Filter by segment, CSM, industry, or score range. Identify risk concentrations and coverage gaps before they become churn.
Health trend analysis
Track how portfolio health has moved over the last 30, 60, or 90 days. Understand whether CS interventions are working — and which accounts are improving fastest.
At-risk account segmentation
Automatically surface accounts below your defined health threshold. See how long they’ve been at risk, what triggered the decline, and what recovery actions are in progress.
QBR completion tracking
Monitor QBR cadence across your entire book. See which accounts are overdue for a review, which CSMs are running reviews on schedule, and how QBR scores trend over time.
Survey response analytics
Track response rates, stakeholder engagement levels, and NPS trends across accounts, segments, and time periods. Low response rates are an early health warning in themselves.
CSM performance view
See health score trends, QBR completion rates, and recovery plan outcomes by CSM. Identify where coaching is needed — based on portfolio data, not subjective assessment.
Get complete visibility into your CS portfolio
Real-time health dashboards, trend analysis, and at-risk alerts — built for CS leadership.
