Customer Health Score Template (2025 Edition)
An easy-to-use Google Spreadsheets / Excel template to calculate customer health scores and predict churn.
This latest version is enhanced with insights from 250 professionals, incorporating over 550 comments and improvements, and rigorously tested on 10M+ data points. Designed based on real-world feedback, this template helps you fine-tune your customer health scorecard with proven formulas and flexible rules. Iterate quickly, experiment confidently, and optimize your retention strategy—risk-free.
Updated version 2025 with 100+ improvements and changes, see release notes for more details.
Build with best practices from most innovative companies
Prevent churn with proactive actions
Easy to fill
Just export data from your CRM/Support/Engagement systems and import it into the spreadsheet. Build-in formulas and guidance will help you with data formatting and validation.
Easy to customize
Built with the best practices of 80+ innovative companies our template will deliver first results immediately. With additional customizations on formulas and weights, you will be able to fine-tune the scoring model and adapt it to your business.
Now better than ever
Since the release of version 1.0 over 500 people from companies like Apple, IBM, Google, VMware, and many others. Version 2025 includes more than 500 suggestions and improvements that will give you ideas and inspiration.
Excellent template to start with organising customer success management. It's a foundation for a long-awaited transparency in who is doing what consistent approach in prioritizing our CSM efforts.
Richard KayserHead of Sales, DIGOOH Media GmbH