For customer success · Planned
Which customer might leave?Health score and churn: planned.
Customer success teams want to see early which customer is unhappy, who uses less and who might cancel. Peak Analytics is meant to offer a traceable health score and churn evaluations for that. It is planned and not built. Today the preview shows open customer tasks and payments per customer.
Put the goal into words. Add perspectives and timing right below.
Planned, not available. Health score, churn and retention are specified and not built; there is no subscription or usage source. Examples are fictional.
Bring together signals per customer / Customer × month, score / Customers with a falling score as a task
Who needs us to reach out this week?
- Health score
- „Which customers have had a falling health score for three months?“ → Customers with a falling score as a task
- Giữ chân khách hàng
- „How many spring customers are still with us after six months?“ → Weakest cohort in the shared snapshot
- Today
- „Which customer has the most open requests?“ → Board with most open tasks as „Check“
Your question
How do you notice today that a customer is getting unhappy?
The answer needs signals from contracts, usage and requests. Peak Analytics doesn't read those sources today; a health score is planned. The example runs only in this browser window; the evaluation it describes is planned.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Câu hỏi
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
How do you notice today that a customer is getting unhappy?
Two fictional CS teams show the planned evaluation; the third example shows what works today.
Talwerk Booking Software (fictional)
„Which customers have had a falling health score for three months?“
- The action
- Customer × month, score
- The intent
- Customers with a falling score as a task
Health score
- Câu hỏi
- Which customers have had a falling health score for three months?
- Peak Analytics is meant to
- Bring together signals per customer
- Why
- A score with a visible definition says why a customer stands out, not just that they do.
Two fictional situations make the planned idea tangible. Below is what of it exists today.
To the source and limitIs this for you?
Look early, don't guess.
Which customer might leave?
Health score and churn: planned.
This is where Peak Analytics helps.
- A score with a visible definition says why a customer stands out, not just that they do.
- Retention needs the start and end of a contract, not single payments.
- The preview answers this one already, if customer requests are kept as tasks per customer board.
No real data
What doesn't exist yet.
- Planned, not available
- No CS sources
- What works today
What already exists today
The Peak Analytics preview already exists.
This page describes a planned capability. In the preview today: pivot evaluations over orders, receipts, tasks, goals and files, the largest value with its share, „Check“ as a task, CSV export and sharing a released snapshot. The planned part is meant to build on that. Tasks from Peak Work are one of the five Peak Analytics sources, and „Check“ turns a finding into a task of its own there, with a link back to the evaluation.
Look at Peak WorkPeak Analytics / Your next step
Look early, don't guess.
Read the guide to measuring retention and see what customer tasks and payments already show today.
Read the retention guide
Look early, don't guess.
„Which customer has the most open requests?“ → Board with most open tasks as „Check“
Frequently asked questions
Can I use this in Peak Analytics yet?
No. This capability is planned and not built yet; there is no launch date. Available today is the Peak Analytics preview: pivot evaluations over orders, receipts, tasks, goals and files with CSV export and sharing.
How is the health score meant to work?
The plan is a score made only from signals whose origin and weighting you see and change. It doesn't exist yet.
Can I read churn from receipts?
Not as a metric. A month without payment is a hint, not a cancellation. Churn needs contract data and is planned.
What can customer success evaluate today?
Open tasks per customer board by status and week and income from receipts per customer and month.