CSM
Review flagged accounts and log the outreach or action taken in response.
A CS team decides which accounts need attention based on who complained most recently, because usage, support, and billing data live in three different tools that never get combined into one score. Build one score from the real signals.
A CS team that prioritizes by who emailed most recently misses the quiet account whose usage has been declining for two months. Without combining signals into one score, attention goes to noise instead of risk.
Pull usage, support, and billing data into a single weighted score, and track it as a trend, not just a snapshot.
Review flagged accounts and log the outreach or action taken in response.
A portfolio-wide health trend view, and at-risk segment reporting across the team.
A high-level view of overall portfolio health without digging into individual accounts.
Accounts, signal data, health scores, score history, flagged actions.
Recurring score recalculation, threshold-based flagging, and trend-based early warning.
Product usage/analytics, support ticket system, and billing data. See supported integrations.
Configurable signal weighting, and segment-specific thresholds.
Roles and permissions you define, on infrastructure P2HS secures and audits. See security & compliance.
Deploy as a securely hosted application on your own domain. See hosting & domains.
Connect GitHub and keep developing the application yourself. See how code ownership works.
CS teams that want a data-driven health score instead of prioritizing by memory or recent noise.
Yes—enterprise accounts and self-serve accounts often need different weighting for what counts as risk.
This is the scoring engine. See customer success management platform for the full account and renewal workflow around it.
See how the health score dashboard fits into the wider P2HS platform.
Describe the workflow. Review the foundation. Launch it on your own domain.