Customer Scorecards
Score Every Customer Account on What Actually Matters
Build weighted customer scorecards that combine NPS, QBR performance, stakeholder feedback, and activity data — automatically updated, always current.
A customer scorecard that lives in a spreadsheet is out of date the moment it’s created. EvaluationsHub builds scorecards that update automatically as new data comes in — NPS responses, QBR scores, stakeholder input, and Salesforce signals all contribute to a live score that reflects the actual state of the relationship, not last quarter’s snapshot.
How EvaluationsHub customer scorecards work
Weighted criteria
Assign different weights to different inputs. QBR performance might matter more than survey frequency for strategic accounts. Configure scoring to match your relationship model.
Automatic updates
Scorecards update in real time as new data arrives. No manual entry, no quarterly refresh cycle. The score you see today reflects what happened yesterday.
Multi-stakeholder input
Collect weighted feedback from all defined contacts within each account. Scores aggregate automatically so a single enthusiastic champion can’t mask broader account dissatisfaction.
Trend tracking
See how each account’s score has moved over the last 30, 60, or 90 days. Identify declining accounts early and improving accounts worth celebrating before the next renewal.
Threshold alerts
Set the score level that triggers a recovery process. When an account drops below your threshold, EvaluationsHub alerts the right people and initiates the recovery workflow automatically.
Portfolio view
See all account scores in one dashboard. Filter by segment, CSM, score range, or trend direction. Prioritise your team’s attention based on data, not instinct.
Build scorecards that drive better account decisions
Weighted criteria, automatic updates, and recovery triggers — all connected to your CS workflow.
