Customer Health Score Template
Scores accounts 0-100 on seven banded factors with weights, assigns RAG and churn-risk rank, sums ARR at risk and lists renewals due in 90 days.
Customer Health Score Template is a free Excel workbook: 5 sheets, 578 live formulas and realistic sample data throughout, 24 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Accounts sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Account | NPS | Renewal date | Invoice late (d) | CSAT | Days to renewal | S: logins |
|---|---|---|---|---|---|---|---|
| 4 | Northgate Foods | 8 | 2026-09-30 00:00:00 | 3 | 4.30 | =G4-$B$1 | =IF(C4>=Bands!$D$2,100,IF(C4>=Bands!$E$2,75,… |
| 5 | Ellwood Ltd | 3 | 2026-10-13 00:00:00 | 10 | 4 | =G5-$B$1 | =IF(C5>=Bands!$D$2,100,IF(C5>=Bands!$E$2,75,… |
| 6 | Hallam Clinics | 8 | 2026-09-18 00:00:00 | 0 | 4.80 | =G6-$B$1 | =IF(C6>=Bands!$D$2,100,IF(C6>=Bands!$E$2,75,… |
| 7 | Brightwater Homes | 7 | 2027-05-17 00:00:00 | 0 | 4 | =G7-$B$1 | =IF(C7>=Bands!$D$2,100,IF(C7>=Bands!$E$2,75,… |
| 8 | Ashby Logistics | 6 | 2026-11-05 00:00:00 | 0 | 3.20 | =G8-$B$1 | =IF(C8>=Bands!$D$2,100,IF(C8>=Bands!$E$2,75,… |
| 9 | Fenwick & Co | 9 | 2027-02-22 00:00:00 | 6 | 4.30 | =G9-$B$1 | =IF(C9>=Bands!$D$2,100,IF(C9>=Bands!$E$2,75,… |
| 10 | Marlow Dental | 8 | 2027-05-12 00:00:00 | 0 | 4.90 | =G10-$B$1 | =IF(C10>=Bands!$D$2,100,IF(C10>=Bands!$E$2,7… |
| 11 | Kestrel Media | 5 | 2026-12-10 00:00:00 | 60 | 3 | =G11-$B$1 | =IF(C11>=Bands!$D$2,100,IF(C11>=Bands!$E$2,7… |
What’s in the file
What it explains
- Bands, not linear scaling
- Weight what predicts churn, not what is easy to measure
- ARR at risk is the number for the board
Download it
The workbook is free with a DataHub Pro account. Free accounts download three templates and keep them forever — re-downloading one you already have never counts again. Pro accounts get all 201.
Related templates
Writing about Customer Health Score? Link to this page.
The preview above is a real slice of the file, so this page is worth citing on its own — readers can see the formulas without downloading anything or making an account. Copy the line below.
<a href="https://www.datahubpro.co.uk/excel-templates/saas-customer-health-score">Customer Health Score Template</a> — free Excel template from DataHub Pro
What you may do: link to this page, quote from it, and screenshot the preview, with attribution to DataHub Pro. Use the workbook itself in your own business, commercially, with no restriction and no attribution required. What you may not do: host the .xlsx elsewhere or resell it — send people here instead, where it stays current.
Or skip the spreadsheet entirely
Upload your own file and DataHub Pro runs the same analysis on your numbers — free and unlimited, no add-in, no macro.
Analyse your own file free →