<aside>
This template gives leadership a monthly snapshot of your customer portfolio's health at a glance, enabling data-driven decisions about where to focus retention and expansion efforts.
</aside>
<aside>
A downloadable, one-page executive brief showing customer portfolio health and CSM actions.
</aside>
<aside>
- Duplicate this template at the start of a new month and fill out the report period
- Fill in the Health Score Overview with account counts, percentages, and ARR by tier.
- List 3-5 critical accounts in Immediate Action Required with owners and next steps.
- Use Usage Trends to show adoption rates and feature utilization (predicts churn).
- Add Customer Satisfaction Metrics to validate health scores.
- Close with Key Insights—top concerns, wins worth replicating, and next month's priorities.
</aside>
Monthly Customer Health Summary
Report Period: [Month Year]
Report Owner: @[Name]
Last Updated: [Date]
📊 Health Score Overview
| Health Status |
# of Accounts |
% of Portfolio |
ARR Impact |
Change from Last Month |
| 🟢 Healthy (80-100) |
[#] |
[%] |
$[amount] |
[↑↓] [%] |
| 🟡 At Risk (60-79) |
[#] |
[%] |
$[amount] |
[↑↓] [%] |
| 🔴 Critical (0-59) |
[#] |
[%] |
$[amount] |
[↑↓] [%] |
| Total |
[#] |
100% |
$[total] |
[↑↓] [%] |
🚨 Immediate Action Required
| Account Name |
Health Score |
Risk Factor |
Owner |
Next Action |
Due Date |
| [Account] |
[Score] |
[Primary risk] |
@[CSM] |
[Action item] |
[Date] |
| [Account] |
[Score] |
[Primary risk] |
@[CSM] |
[Action item] |
[Date] |
📈 Usage Trends Analysis
- Product Adoption Rate: [%] ([↑↓] from last month)
- Feature Utilization:
- Core features: [%] adoption
- Advanced features: [%] adoption
- New features: [%] adoption
- Login Frequency: [avg] logins/week per user
🎯 Customer Satisfaction Metrics
- Overall CSAT/NPS: [score] ([↑↓] [points] from last month)