Success Role CSM

Health Score Platform

For Customer Success Managers

Stop guessing which customer needs your attention.

Turn account data into a prioritized book of business. Score every account, spot churn risk early, and always know your next move.

Build My Book of Business
app.success-role.com/dashboard

Dashboard

Account health overview

New

42

Total Accounts

74

Avg Health

8

At-Risk

$1.2M

Contract Value

Health Distribution

Healthy22
Stable12
At Risk6
Critical2

Recent Assessments

Acme Corp

$250K

82

Globex Inc

$120K

64

Initech

$80K

48

Umbrella Co

$310K

91

Everything you need to manage renewals

A complete picture of account health, in one place.

Prioritize accounts

Rank every account by a composite health score so you always know where to spend your time first.

Identify risk early

Surface churn signals before they escalate with real-time risk tiers and factor-level breakdowns.

Prepare for manager reviews

Walk into QBRs armed with auto-generated next steps and data-backed recommendations for every account.

Ready to take control of your book of business?

Start scoring accounts in minutes — free to get started.

Get started free