SaaS Customer Health Board
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Notion4Business
SaaS Customer Health Board
Keep customer health front and center.
This template gives SaaS teams a simple but powerful way to track client accounts, monitor health scores, and protect recurring revenue.
What you can do with it:
- Track account health scores across all customers š
- Identify at-risk accounts before renewal dates š
- Monitor MRR trends and spot revenue leaks šø
- Focus retention efforts where they matter most ā¤ļø
Dashboard Views & Charts included:
- Health Scores (Table) ā see customer status at a glance
- At-Risk Accounts (Table) ā act before churn happens
- MRR Trend (Line Chart) ā monitor growth or decline
ā” Why upgrade?
The full SaaS Growth OS goes further ā connecting health scores with feedback, churn analysis, roadmap items, and metrics, giving you a 360° view of customer success.
Lifetime access to this Template
ā Minimalist design
ā Fully connected databases
ā Visual charts & reports
ā Ready-to-use examples
ā Scales with your team
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