Guide
Account health views that customer-success teams will open weekly
Customer-success teams abandon dashboards that require interpretation gymnastics. Lead with a single account status, then reveal the contributing usage signals underneath.
Use language from the CS playbook: at risk, steady, expanding. Map those labels to concrete thresholds your team already debates in weekly stand-ups.
Show trend direction next to absolute volume. An account with lower absolute sessions but rising depth of feature use may be healthier than a high-volume skimmer.
Keep filters limited to what managers use in the field: region, plan tier, days since last key action. Extra dimensions create unused clutter.
Schedule a fifteen-minute review of the view every quarter with the CS lead. If they cannot name the last decision the chart influenced, simplify again.