Expansion Engine · plain-English guide

How to read Health Monitor

Health Monitor account health scoring. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.

Takes

Account + usage + support history

Gives

Health score + change driver

The data it uses: Account signals: usage, support, sentiment, renewal.

Watch how it works

How to read the output

Tier

Health per account: critical → at-risk → watch → healthy. Critical means call today.

Driver + evidence

The single strongest signal behind the tier, with the numbers behind it.

Playbook

The action per tier — grounded, not generic.

The terms it uses

Escalation gate
Critical accounts jump ahead of any renewal motion.
Health driver
The one signal — usage, support, sentiment, renewal proximity — doing the most work.

How it stays honest

Every agent separates what it measured from your data from what it inferred. You always know which is which.

Measured

  • Account signals (as provided)
  • Tier distribution (computed)

Inferred

  • ~Tier per account
  • ~Driver emphasis
  • ~CSM actions

Questions people ask

Can a green average hide a red account?+

Not here. Accounts are tiered individually; a strong portfolio average never masks one collapsing account.

Now read the real thing.

Run Health Monitor on your own data and compare the output to this guide. If it matches, you can trust it.