Initial customer health score calculated property

Outcome. A company gets a numeric health score during the onboarding window, built from onboarding-specific signals rather than the steady-state usage metrics a mature health score usually relies on, so CS can flag risk before the customer has any product history.

Workflow map Enrollment, branches and actions at a glance customer-onboarding-018

flowchart TD
    A[Initial Health Score recalculates] --> B{Score >= 80?}
    B -->|Yes| C[Set Health Score Status = Healthy]
    B -->|No| D{Score >= 50?}
    D -->|Yes| E[Set Health Score Status = At Risk]
    D -->|No| F[Set Health Score Status = Critical]
    C --> G{Status = Critical?}
    E --> G
    F --> G
    G -->|Yes| H[Alert Onboarding Owner]
    G -->|No| I[End]

When to use it, when not to

• UseUse it when you want an early-warning number during onboarding, before there is enough product usage data for a full lifecycle health score.
• UseUse it when the signals feeding the score already exist as properties on the company or its associated tickets and deals (overdue tasks, escalations, CSAT).
• SkipDo not use it as a replacement for a full post-onboarding health score, this fiche is deliberately narrow and should be retired or superseded once the customer graduates from onboarding, see the renewal-expansion category for ongoing health scoring.
• SkipDo not use it if calculated properties are not available on your subscription, use the workflow-only fallback in Known pitfalls instead.