Access the customer success health score card on records

With health scores, you can define scoring criteria to award points for positive engagement signals such as completed meetings or high NPS scores while subtracting points for risk indicators like unresolved support tickets or low NPS scores.

After you've set up health scores in the customer success workspace, you can view the Health Score card on records. This card will show the health score, health status, and the most recent score changes.

This helps your team to quickly identify trends and potential risks across your customer base, making it easier to prioritize outreach and take proactive action on records with assigned health scores. 

To access the Health Score card in the customer success workspace:

1. In your HubSpot account, navigate to Service > Customer Success.. 
2. Click the Customers tab. In the table view, click the name of the record to view the record.
3. In the right sidebar, navigate to the Health Score card:

1. • You can view the health score, health status, and recent score changes.
   • To view the health score history, click See score history. In the right panel, you'll find the Score trend graph, broken down by month, and the Score history chart, which shows the events that caused the score to change.

• • To view score calculations, click Score calculations. You'll be redirected to the Calculations tab where you can customize and edit how the score is calculated.

Learn more about using health scores.