♥️Health

1. What is this?

The Health page gives you a quick, actionable snapshot of all your sub-accounts—so you can instantly see which customers need attention, which are thriving, and where your team's time is best spent.

This is the main starting point for managing customer health across your agency.

What You’ll See on This Page

You’ll find the following sections at the top of the page for quick filtering:

• All Sub-accounts – Every company you’re managing inside GoCSM

• SaaS Companies – Customers using your SaaS plans

• Regular Companies – All other Non SaaS active sub-accounts

• Premium Companies – Tagged for priority

• Churned Companies – Sub-accounts that have canceled or stopped using your service

📋 Data Columns You’ll See

Each row in the table represents one company/sub-account and includes the following:

Column	Description
Company Name	The name of the sub-account (click to open the full Company Profile)
Active Users	How many users have recently logged in
Product Adoption	Low, Medium, or High – based on key feature usage
Health Status	Thriving, Steady, At Risk – based on GoCSM’s smart scoring system
Status	Active or Churned
Premium	A toggle for marking a sub account as “Premium”
Feedback	A toggle for switching on 'Feedback' for a sub account
Widget Button	One-click to open or share the Feedback Widget for that company

✅ Bulk Actions

Select multiple accounts and take quick actions

• Update Company Status:

  • Active

  • Churned

• Mark/Unmark as Premium

• Send Feedback Request Instantly trigger the GoCSM Feedback Widget to collect insights from selected companies.

• Open Feedback Widget Share or view the widget directly for all selected accounts.

2. What You Can Do From Here

• Spot At-Risk Accounts Instantly Use health indicators to identify which companies need attention before they drop off.

• Track Engagement with Confidence See who's logging in and using your core features—and who’s going quiet.

• Request Feedback in One Click Need insight on the spot? Trigger the GoCSM feedback widget right from the overview.

• Prioritize with Premium Flag your high-touch, high-value accounts so your team knows where to focus.

• Export for Action Download a filtered view for internal reviews, strategy sessions, or CSM workflows.

This view gives you the pulse of your entire agency—all in one place.