How to eliminate manual interpretation and provide instant clarity of customer health scores for customer success teams

using Coefficient google-sheets Add-in (500k+ users)

Eliminate manual health score interpretation with AI-powered explanations. Give customer success teams instant clarity on what scores mean and what actions to take.

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Customer health scores create more questions than answers when CSMs have to ask “What does a score of 72 actually mean?” or “Why did it drop 5 points?” Manual interpretation creates bottlenecks between data analysis and customer engagement.

Here’s how to automatically translate complex health scores into clear, actionable narratives that customer success teams can immediately understand and act upon.

Automate health score interpretation with AI-powered clarity using Coefficient

Coefficient ‘s GPTx functions solve the interpretation challenge by automatically providing contextual answers. Instead of seeing “Health Score: 68,” your CSMs get “Customer health is moderate (68/100) with strong product adoption (+15%) offset by declining support satisfaction.”

How to make it work

Step 1. Set up automated score contextualization.

Create GPTx formulas that interpret scores with business context:

Step 2. Generate change explanations automatically.

Instead of showing score changes without context, create formulas that explain why:. This transforms “-8 points” into “Health declined due to 3 factors: missed payment (-3), reduced login frequency (-3), and unresolved critical ticket (-2).”

Step 3. Add comparative context and benchmarking.

Include meaningful comparisons in your interpretations: “Score of 72 is above segment average (65) but below this customer’s 6-month average (78). Performance consistent with seasonal usage patterns.” This gives CSMs immediate context for whether action is needed.

Step 4. Create traffic light summaries with root cause analysis.

Generate instant clarity with visual summaries: 🟢 “Healthy: Strong engagement, expansion opportunity” or 🔴 “Critical: Multiple risk factors, escalate immediately.” Include root cause breakdowns: “Score breakdown: Product usage (85/100) ✓, Support satisfaction (45/100) ⚠️, Financial health (90/100) ✓.”

Step 5. Implement persona-based explanations.

Customize interpretations for different roles – technical explanations for solutions engineers, business impact focus for account executives, executive summaries for leadership. Add historical context integration: “Current issues similar to Q2 2023 pattern which was resolved through technical training program.”

Democratize customer health insights across your organization

Automated interpretation ensures every CSM, regardless of experience level, has the same deep understanding of customer health. No more waiting for ops team explanations or guessing what scores mean. Start providing instant health score clarity today.

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