App / Customer success and renewals
Build a reviewable customer health scorecard
Use Proforma to build a reviewable customer health scorecard. Produce customer health review app and health score explanation table from your business data.
Customer success leader · Account manager
Bring this question into Chat
Your starting prompt.
Build a customer health App for [customer segment] using our approved indicators and weights. Show each account’s component values, overall score, data freshness and missing evidence, with filters for owner and renewal month. Make the scoring formula inspectable and display why a rating changed. Keep the score as a prioritization aid, showing its validation status instead of claiming a calibrated churn probability.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
A weighted health score needs outcome validation before it can be interpreted as churn likelihood.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Governed Data covering the listed inputs
- Workspace App authoring access
Build one App from data you have permission to query. Review its definitions and calculations with your team.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
Start exploringYour prompt is carried by copy and paste. Signing up does not submit it or start this work automatically.
Or start with your own agent
The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.