What are Health Scores?
Health scores are automated assessments (0-100) of how healthy your customer relationships are. Quivly calculates a score for each customer by analyzing data across five categories: Revenue, Product Usage, Engagement, Support, and Market Signals.Score Categories
Each category measures a different dimension of customer health:
Each category receives a score (0-100) and a configurable weight. The overall health score is the weighted sum of all category scores.
Risk Levels
Scores are mapped to risk levels using configurable score buckets. The defaults are:
Bucket ranges and labels are fully customizable in the health score configuration.
How Scores are Calculated
- Metric scores - Each enabled metric is scored 0-100 based on its value relative to configured thresholds
- Category scores - Metrics within a category are averaged to produce a category score
- Overall score - Category scores are combined using their configured weights (must total 100%)
Where Health Scores Appear
- Customer list - Health score and risk level columns with trend indicators
- Customer detail page - Health Score tab with history chart and category breakdown
- Overview tab - Health score summary widget on every customer’s overview