Customer Health Compass

Customer Health Compass turns a Google Sheet into a customer intelligence dashboard for scoring accounts. It suits teams that want to define their own health criteria and work inside Google Workspace. Its free program includes full feature access, though the currently available template targets traditional software businesses.

Overview

The product is a spreadsheet-based alternative to a standalone customer health application: users make a private copy of its template in Google Sheets, where the dashboard calculates customer scores. That approach keeps the working spreadsheet in the user's Google Drive and may fit teams already managing customer data there. It also means setup and ongoing use are tied to Sheets rather than a hosted platform designed around a separate workflow.

Setup is a one-time process guided by a video and manual, with no coding required. The terms grant a limited, non-exclusive, non-transferable, perpetual license for use within Google Sheets. This is a clear fit for teams comfortable with that environment, but not for buyers seeking an already available cloud product.

Key features

Teams can adjust scoring criteria and metric weights to reflect their own business priorities, rather than being locked into a single scoring model. Scores can be refreshed manually or automatically each day, and a selected historical date range can be backfilled. Together, these capabilities support both routine account reviews and a retrospective look at customer health.

Reporting combines customer overviews and metric trends with radar charts and a strategic customer matrix. The traditional software template is designed for project- or license-based businesses. The SaaS template is marked “Coming Soon,” so SaaS teams should not choose the product on the assumption that a SaaS-specific template is ready.

The product operates within Google Sheets, and the copied template is stored in the user's Drive. Its privacy policy says spreadsheet data is not collected, stored, accessed, or transmitted to the maker's servers or third-party services. It also says calculations run within Google Workspace and data benefits from Google's encryption in transit and at rest. There is a separate licensing step: the library accesses the user's Google Account email, then sends the email and license key to Lemon Squeezy for validation.

Pricing

The Free User Program costs nothing and provides full access to all features, priority support, and a way to influence the roadmap through feature feedback. Applicants use a form to join. That makes it a strong option for teams able to work with the existing template and Sheets workflow without paying for a separate platform.

There is no paid tier described for this program, so there are no tiered feature cuts or seat and usage quotas to weigh against its price. The important limitation is product fit, not a free-plan cap: the SaaS template and the planned cloud-based platform are not yet available. The support page gives users direct access to the development team and lists [email protected].

Platforms

Customer Health Compass is for the web through Google Sheets and Google Drive. Its calculations run within Google Workspace; it is not currently the upcoming cloud-based SaaS platform described by the product.

Who it's for

This is best for project- or license-based software businesses that want configurable health scoring, daily updates, historical backfills, and reporting while keeping their working data in Sheets. It is less suitable for SaaS businesses that need a ready-made SaaS template now, or for teams that want customer health managed in an independent hosted application.

Pros and cons

• Pros: Custom weights and criteria let teams shape scores around their own priorities.
• Pros: Manual or daily automatic updates, plus historical backfills, cover ongoing and retrospective scoring.
• Pros: The free program offers all features and priority support, with spreadsheet data remaining in the user's Sheet according to the privacy policy.
• Cons: The ready template is for project- or license-based businesses; SaaS teams must wait for the SaaS template.
• Cons: Users must copy and set up a Google Sheets template, which is a less direct fit for teams seeking a hosted application.

Alternatives

For a broader category comparison, browse Customer Health Score Software.

Exeechain has an API and web presence and a free plan that provides full access on sample data, with no card or expiry but no ability to contact customers. It is a better starting point for evaluating an API-oriented workflow on sample data; its Shield plan is $299 a month.

FirstDistro offers a Pro plan at $49 a month with unlimited customer accounts, no per-account overage, health scores, quiet-account alerts, AI prep notes, and email drafts. Choose it when those account and outreach tools matter more than working from a customizable Google Sheet.

GainTrace has an API and web offering with a free tier capped at 25 companies, 100 contacts, 5,000 events per month, three live connectors, 100 automations per month, 12-hour sync, and three months of history. It is worth considering when connector and automation quotas fit the intended scope.

UserMotion provides a free plan for up to 1,000 accounts, including ICP and intent scoring, real-time signals, and email and chat support. It is a better fit for readers prioritizing those signals and account capacity.

SaaSy is a paid option with a free trial and apps for Android, iOS, macOS, Windows, web, and API. Its Starter plan costs $49 a month and includes one business, three team seats, and 1,000 CRM contacts, making it a candidate for teams wanting a wider platform footprint and defined team capacity.

Custify is a paid web and API option with a free trial and custom pricing; consider it when requesting a demo suits the buying process.

UserIQ is a paid web option with a free trial, unlimited seats, and pricing dependent on monthly active customers. It may suit teams comparing seat capacity against a customer-volume-based price.

ZapScale is a paid web alternative.

Verdict

Customer Health Compass is a sensible choice for project- or license-based software teams that want full-featured, configurable customer health scoring in Google Sheets without a program fee. Its strongest reasons to choose it are the adaptable scoring, daily and historical score handling, and spreadsheet-centered data model. Look elsewhere if the team needs a SaaS-specific template today or wants a cloud platform rather than a Sheets setup.