Health Lab
Customer portfolios aren’t flat lists - they’re living hierarchies of risk and opportunity. Planhat’s Health Lab lets you craft multi-dimensional health scores that blend usage trends, ticket deltas, and LLM-powered sentiment into a single priority signal, then apply portfolio filters so high-touch strategics aren’t judged like tech-touch SMBs. Feed the output into workflows, alerts, or lead scoring; the result is a real-time compass that tells every CSM exactly where their time drives retention and growth.
01
Build a score from last-touch recency, ticket volume vs. prior period, and conversation count - then layer AI summaries of call sentiment to surface silent churn risks early
02
Split scoring logic by segment: weight executive sponsorship for enterprises, adoption velocity for mid-market; toggle filters to see each cohort’s true health in one dashboard
03
Push rising-risk scores to automated workflows or predictive expansion models - turning “who’s unhealthy?” into “who needs me now and why?” across Sales and CS
