1. What is the Sub-Account Health Card

The Sub Account Health Card is an Agency-Admin & Agency-User ONLY visible card that lives inside of your clients’ Sub-Accounts, inside your HighLevel Agency.

It can be seen at the top of the page, inside of your Client Sub-Accounts:

It gives you a detailed view of each subaccount’s engagement and activity straight from your Clients’ Sub-Accounts, providing insights into login history & activity, feature usage, revenue, feedback, and time spent per feature - at a glance.

Note: You may drag and drop the Account Health Card anywhere in the top Header bar, and it will save its location.

2. Why we created the Sub-Account Health Card

We created the Sub Account Health Card so you can quickly assess the health of any company in depth straight from your Clients’ Sub-Accounts inside your agency, without the need to log-in to GoCSM to view that data.

3. How to use Sub-Account Health Cards

3.1. Adjust Who Can See Sub-Account Health Cards

1. Login to GoCSM.

2. Navigate to Configurations → Health Card

   

3. Adjust who can see the Sub-Account Health Card:

   • Enable or Disable the Sub-Account Health Card

     

   • Select which Agency Admins can see the Sub-Account Health Card

     

   • Enable Visibility for all Agency User

     

3.2. What You’ll See in the Health Card

📊 Overall Health Status & Score – Thriving, Healthy, Watch, or At-Risk

🔄 Login Activity – When users last logged in and how often they engage.

⭐ Feedback (NPS Scores) – Customer sentiment based on collected feedback.

📌 Feature Usage – A breakdown of which features are used and for how long.

🔍 Time Spent on Each Feature – View engagement levels for different tools.

👥 User-Level Insights – See activity data per individual user within the subaccount.

3.3. Filtering by User

You can switch between a company-wide view and individual user activity to analyze engagement on a more granular level.

This helps in identifying active, at-risk, or disengaged users within a company.

4. When to use the Sub-Account Health Card

• When reviewing a company’s overall engagement and health.

• When identifying which features a company uses least, most, or not at all.

• When deciding who to follow up with based on login activity and usage trends.

• When tracking customer sentiment and feedback over time.

5. Who’s this for?

• Customer Success Teams – To ensure subaccounts are active and engaged.

• Support Teams – To diagnose user issues based on feature usage.

• Sales & Account Managers – To spot upsell or renewal opportunities.

• Agency Owners & Executives – To oversee account health at a high level.