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Customer Health Compass is a free, powerful tool that helps businesses track and analyze their customer relationships using Google Sheets. It calculates customer health scores based on customizable metrics, predicts churn risk, and provides strategic insights to improve customer retention and drive revenue growth.
Yes! Customer Health Compass is completely free to use. We believe every business deserves access to powerful customer relationship management tools, regardless of budget. There's no credit card required, no trial period, and no hidden fees.
Not at all! Customer Health Compass runs entirely within Google Sheets, using a familiar spreadsheet interface. Simply copy our template, enter your customer data, and the tool handles all the complex calculations automatically. No coding, no installation, no technical skills required.
Our Dynamic Health Scoring engine calculates a health score (0-100) for each customer based on multiple weighted metrics. The default scoring model includes: Average Payment Period, Average Order Amount, Collection Rate, Profit Margin, Total Opportunity Amount, and Industry Position. All weights and thresholds are fully customizable to match your business priorities.
The default template includes 6 pre-configured metrics:
You can customize these metrics, adjust their weights, or add your own custom metrics to perfectly match your business needs.
Absolutely! One of our key features is full customization. You can adjust metric weights, define scoring thresholds, add or remove metrics, and create rules that perfectly align with your business logic. The flexible scoring framework adapts to your unique requirements.
The Strategic Customer Matrix is a powerful visualization tool that helps you understand your entire customer portfolio at a glance. It segments customers into four quadrants:
The Matrix provides 6 powerful analytical views:
Each view offers unique insights for strategic decision-making.
Yes! Our Bulk Historical Backfill feature allows you to import past customer data and generate complete health score timelines. This helps you understand trends over time, identify patterns, and make more accurate predictions about future customer behavior.
Getting started is simple:
This template cannot be used directly for SaaS businesses. SaaS and traditional software have distinct business models with different metrics and requirements. We are developing a dedicated SaaS-specific template that will be launched separately to address these unique needs.
The Traditional Template is optimized for project-based and service businesses, focusing on metrics like Average Payment Period and Profit Margin. The upcoming SaaS Template will be tailored for subscription-based companies, emphasizing metrics like Monthly Recurring Revenue (MRR), churn rate, and product usage. Both templates share the same powerful scoring engine.
Scores can be updated in two ways:
Choose the option that works best for your workflow.
Yes! Since all data is stored in your Google Sheets, you have full control and can easily export to Excel, CSV, or any other format. You can also use Google Sheets' built-in integration features to connect with other tools and platforms.
Your data stays completely secure in your Google Sheets. Google provides enterprise-grade security, including two-factor authentication, encryption at rest and in transit, and advanced access controls. You maintain full ownership and control of your data at all times.
No, we never store your data. Everything runs within your own Google Sheets account, which means your data stays on Google's secure infrastructure. We have no access to, and no way to view, any of your customer information.
Yes! Since we use Google Sheets, you can easily share your spreadsheet with team members and collaborate in real-time. Google Sheets supports multiple users editing simultaneously, comments, suggestions, and version history tracking - all the features you need for effective team collaboration.
No trial needed! Customer Health Compass is completely free from the start. You get full access to all features without any time limits or usage restrictions. There's no credit card required and no commitment - just start using it right away.
Currently, Customer Health Compass offers all features for free. We're planning to launch a Pro plan in the future that will include advanced team collaboration features, priority support, custom templates, and additional integrations. Stay tuned for updates!
We're here to help! If you have any questions or need assistance, please email us at truonghugusa@gmail.com. We aim to respond to all inquiries within 24 hours.
We love hearing from our users! If you have ideas for new features or improvements, please email us at truonghugusa@gmail.com. Your feedback helps us prioritize what to build next and ensures we're creating a tool that truly meets your needs.
Customer health scores are calculated using a weighted formula that combines multiple metrics. Our template automates this process:
Higher scores indicate healthier relationships.
Customer health score software helps businesses measure, track, and predict the health of their customer relationships. It uses multiple metrics (payment behavior, engagement, profitability, etc.) to calculate a composite score that indicates how likely a customer is to renew, expand, or churn. Customer Health Compass is a free, easy-to-use solution that brings this capability to anyone using Google Sheets.
Customer churn prediction in spreadsheets involves analyzing historical data to identify patterns that precede customer departure. Customer Health Compass simplifies this by:
Google Sheets offers several key advantages:
Customer Health Compass leverages these benefits to make customer analytics accessible to everyone.
Our team is here to help. Drop us an email and we'll get back to you within 24 hours.
Want to see it in action? Try the demo or learn more about our features.