Do I need a health score column?

It helps, but it isn't required. If you only have usage and ticket counts, describe the score you want in plain English and the template computes it from those columns.

Can the whole team see it?

Share one read-only link. It updates as the sheet does, so there's no re-sending. Restrict it to your team's email addresses if the ARR figures are sensitive.

What if my columns are named differently?

You map them once when you start from the template. After that, refreshes reuse the mapping.

Template · Customer health and renewal risk

Who's at risk, and how much is riding on it

Every CS team has the sheet: one row per account with a health score, ARR, renewal date, usage and open tickets. This template turns that sheet into the view a manager asks for on Monday morning. Accounts by health band, ARR exposed in each band, and the renewals coming up in the next ninety days with their scores next to them. Because it reads the sheet directly, it never goes stale.

CS leads and account managers tracking renewal risk across a book of accounts.

Download the sample CSV

Starts an editable copy with the sample data. No account needed until you save.

What it looks like

Built from the sample CSV below. Every chart is stored as code, so it recomputes when the data changes.

The data it expects

One row per period or account with these columns. Names can differ; you map them once and the mapping is reused on every refresh.

account	csm	plan	arr_usd	renewal_date	health_score	active_users	seats	open_tickets	days_since_login
Northwind Labs	Dana	Enterprise	76800	2026-11-30	88	106	120	1	2
Vantage Media	Dana	Enterprise	57600	2027-01-15	84	84	90	0	1
Kestrel Health	Sam	Business	36000	2026-10-31	41	24	60	4	19
Bluefin Retail	Sam	Business	27000	2027-03-01	79	38	45	1	3
Marlow & Co	Priya	Business	18000	2026-12-15	82	28	30	0	2

Showing 5 of 12 rows in the sample.

Questions

Do I need a health score column?: It helps, but it isn't required. If you only have usage and ticket counts, describe the score you want in plain English and the template computes it from those columns.
Can the whole team see it?: Share one read-only link. It updates as the sheet does, so there's no re-sending. Restrict it to your team's email addresses if the ARR figures are sensitive.
What if my columns are named differently?: You map them once when you start from the template. After that, refreshes reuse the mapping.

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