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Customer Health Compass
customerhealth.co
What it is
Customer Health Compass turns a Google Sheet into a dashboard for calculating and reviewing customer health scores. Users can adjust metric weights and scoring criteria to reflect business priorities, then update scores manually or automatically each day. It can also populate scores across a selected historical date range. Reports include customer overviews, metric trends, radar charts, and a strategic customer matrix. The traditional software template is available for project- or license-based businesses; the SaaS template is marked “Coming Soon.” Setup involves creating a private copy of the Google Sheets template in Google Drive and following the video and manual; coding is not required. The privacy policy says spreadsheet data remains in the user’s sheet and is not collected, stored, accessed, or transmitted to the maker’s servers or third-party services. For license verification, the library accesses the user’s Google Account email and sends the email and license key to Lemon Squeezy. The free user program offers access to all features and priority support. A separate cloud-based SaaS product is described as upcoming.
Spec sheet
- Purpose
- Customer Health Compass turns a Google Sheet into a customer intelligence dashboard that calculates health scores.Read 4 Oct 2026 · customerhealth.co
- Integrations
- The product operates within Google Sheets, and a copied template is stored in the user's Google Drive.Read 4 Oct 2026 · customerhealth.co
- Security
- The privacy policy says calculations run within Google Workspace and data is protected by Google's security infrastructure, including encryption in transit and at rest.Read 4 Oct 2026 · customerhealth.co
- Support
- The free user program offers priority support with direct access to the development team; the help page lists [email protected].Read 4 Oct 2026 · customerhealth.co
- Custom scoring
- Users can adjust metric weights and scoring criteria to fit their business priorities.Read 4 Oct 2026 · customerhealth.co
- Daily updates
- Health scores can be updated manually or automatically each day.Read 4 Oct 2026 · customerhealth.co
- Data handling
- The privacy policy says spreadsheet data stays in the user's Google Sheet and is not collected, stored, accessed, or transmitted to the maker's servers or third-party services.Read 4 Oct 2026 · customerhealth.co
- Historical scores
- The tool can backfill customer health scores across a selected historical date range.Read 4 Oct 2026 · customerhealth.co
- License data
- For license verification, the library accesses the user's Google Account email; on activation, it sends the email and license key to Lemon Squeezy for validation.Read 4 Oct 2026 · customerhealth.co
- Limit
- The SaaS product is described as an upcoming cloud-based platform, with help guides still forthcoming.Read 4 Oct 2026 · customerhealth.co
- Reporting
- Reports include customer overviews, metric trends, radar charts, and a strategic customer matrix.Read 4 Oct 2026 · customerhealth.co
- Setup
- Users create a private copy of the Google Sheets template and follow the video and manual for a one-time setup; coding is not required.Read 4 Oct 2026 · customerhealth.co
- Templates
- The traditional software template is available for project- or license-based businesses; the SaaS template is marked “Coming Soon.”Read 4 Oct 2026 · customerhealth.co
- Terms
- The terms describe a limited, non-exclusive, non-transferable, perpetual license for use within Google Sheets.Read 4 Oct 2026 · customerhealth.co
Plans and prices
Free User Program Free Full access to all features · priority support · feature feedback influences roadmap · apply through form Read 4 Oct 2026 · customerhealth.co
Strong points and limits
Strong points
- Users can customize metric weights and scoring criteria
- Scores can update automatically each day
- Can backfill scores for a historical date range
- Reports include trends, radar charts, and a customer matrix
- Free user program includes priority support
Limits
- SaaS template is marked “Coming Soon”
- The upcoming cloud-based product is not yet available
- Setup requires copying and configuring a Google Sheets template
- License verification sends account email and key to Lemon Squeezy
Who it suits
Customer Health Compass suits teams that use Google Sheets to score and review customer health, especially project- or license-based software businesses. It may also suit users who want to configure their own scoring criteria without coding.
Verdict
Customer Health Compass offers configurable customer scoring and reporting within Google Sheets, with spreadsheet data remaining in the user’s sheet under the stated policy. The available template is for traditional software businesses; the SaaS template and cloud product are still forthcoming.
Where Specifiction places it
- Customer Health Score Software#10 of 267.7
