Customer Health Compass
- Android app
- Not listed
- Free plan
- Yes
- Runs on
- Web
Summary
Customer Health Compass turns a Google Sheet into a dashboard for calculating and reviewing customer health scores. Users can set metric weights and scoring criteria to reflect business priorities, then update scores manually or automatically each day. It can also populate scores across a selected historical date range. Reports show customer overviews, metric trends, radar charts, and a strategic customer matrix. The traditional software template is intended for project- or license-based businesses; the SaaS template is marked “Coming Soon.” Setup involves making a private copy of the template in Google Drive and following the video and manual, with no coding required. The privacy policy says spreadsheet data remains in the user's sheet and is not collected, stored, accessed, or sent to the maker's servers or third-party services. License verification accesses the user's Google Account email and sends the email and license key to Lemon Squeezy for validation. The free user program includes access to all features and priority support. The separate cloud-based SaaS product is described as upcoming.
Who it is for
It suits teams that track customer health in Google Sheets and want adjustable scoring and reports without coding. The available template is specifically suited to project- or license-based businesses.
What is good
- Free user program includes all features.
- Scores can update manually or automatically each day.
- Can backfill scores across a selected date range.
- Reports include trends, radar charts, and a customer matrix.
- Spreadsheet data stays in the user's Google Sheet.
What to know first
- The SaaS template is marked “Coming Soon.”
- The cloud-based SaaS product is still upcoming.
- Setup requires a private template copy and one-time configuration.
Verdict
Customer Health Compass adds configurable health scoring and reporting to a Google Sheets workflow. Its currently described template is for traditional software businesses, while the SaaS template and cloud platform are not yet available.
Customer Health Compass plans and pricing
All plansCompared on customer health score software
- Free plan
- Yescustomerhealth.co
- Support data
- Yescustomerhealth.co
- Custom scoring models
- Yescustomerhealth.co
- Automated score updates
- Yescustomerhealth.co
- Health score segments
- Yescustomerhealth.co
Facts
- Purpose
- Customer Health Compass turns a Google Sheet into a customer intelligence dashboard that calculates health scores.customerhealth.co · 4 Oct 2026
- Custom scoring
- Users can adjust metric weights and scoring criteria to fit their business priorities.customerhealth.co · 4 Oct 2026
- Daily updates
- Health scores can be updated manually or automatically each day.customerhealth.co · 4 Oct 2026
- Historical scores
- The tool can backfill customer health scores across a selected historical date range.customerhealth.co · 4 Oct 2026
- Reporting
- Reports include customer overviews, metric trends, radar charts, and a strategic customer matrix.customerhealth.co · 4 Oct 2026
- Templates
- The traditional software template is available for project- or license-based businesses; the SaaS template is marked “Coming Soon.”customerhealth.co · 4 Oct 2026
- Integrations
- The product operates within Google Sheets, and a copied template is stored in the user's Google Drive.customerhealth.co · 4 Oct 2026
- Data handling
- The privacy policy says spreadsheet data stays in the user's Google Sheet and is not collected, stored, accessed, or transmitted to the maker's servers or third-party services.customerhealth.co · 4 Oct 2026
- License data
- For license verification, the library accesses the user's Google Account email; on activation, it sends the email and license key to Lemon Squeezy for validation.customerhealth.co · 4 Oct 2026
- Security
- The privacy policy says calculations run within Google Workspace and data is protected by Google's security infrastructure, including encryption in transit and at rest.customerhealth.co · 4 Oct 2026
- Setup
- Users create a private copy of the Google Sheets template and follow the video and manual for a one-time setup; coding is not required.customerhealth.co · 4 Oct 2026
- Limit
- The SaaS product is described as an upcoming cloud-based platform, with help guides still forthcoming.customerhealth.co · 4 Oct 2026
- Support
- The free user program offers priority support with direct access to the development team; the help page lists [email protected].customerhealth.co · 4 Oct 2026
- Terms
- The terms describe a limited, non-exclusive, non-transferable, perpetual license for use within Google Sheets.customerhealth.co · 4 Oct 2026
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Sources
- customerhealth.co· checked 4 Oct 2026
- customerhealth.co/privacy.html· checked 4 Oct 2026
- customerhealth.co/terms.html· checked 4 Oct 2026