Build a Health Score Tracker in a Spreadsheet

No fancy tools. Just clarity.

Client health scores don’t need to live in an expensive dashboard. You can track the right signals in a shared spreadsheet — Excel or Google Sheets — that your whole team can update and understand.

Here’s how to build one that’s simple, useful, and gets used.

Step 1: Choose the Right Health Signals

Don’t overthink it. Stick to under 10 columns or it becomes shelfware.

Examples of what to track:

• Product Usage – Are they logging in or ghosting?

• Support Volume – Too many tickets… or none at all?

• Renewal Timing – Is the contract up this quarter?

• CSAT or NPS – Actual score or latest comment

• Last Touch – Days since last contact

Optional: Tier, ARR, implementation phase, etc.

Step 2: Score It Manually or Automatically

You’ve got two ways to assign a health score:

1. Manual (Team Judgment)

• Create a dropdown: Green / Yellow / Red

• Let account owners use their best judgment

2. Calculated (Weighted Formula)

• Assign weights (e.g., Usage = 40%, CSAT = 30%, etc.)

• Use a formula to calculate a score out of 100 (e.g., =ROUND(Usage*0.4 + CSAT*0.3 + (100–Tickets*10)*0.2 + (100–LastTouch)*0.1) )

Then apply color-coding so people can scan it fast:

• Green = 80–100

• Yellow = 50–79

• Red = below 50

Most spreadsheet apps support conditional formatting for this.

Step 3: Make It Actionable

Don’t stop at scoring. Add:

• Owner – Who’s responsible?

• Next Step – What’s the plan?

You’re not building a report. You’re building a tool that helps your team act.

Step 4: Keep It Collaborative

• Lock formula columns

• Make a version with comment access for stakeholders

• Use consistent update rhythms (e.g., Fridays or pre-QBR)

Bonus: Steal This Template

📥 Download the Health Score Tracker Template (Excel) Fully editable with formulas, dropdowns, and color rules already set. Works in Excel or Google Sheets.

A basic spreadsheet, updated weekly, will outperform a $10k CS tool that no one checks. You don’t need more software — just better visibility and follow-through.