Customer health status gives you an at-a-glance understanding of relationship strength and engagement levels. This real-time indicator helps you prioritize which customers need attention and which are ready for expansion.
Health Indicators
uman uses five health status levels:
Status | Meaning |
Critical | Requires immediate attention — significant risk of churn |
At Risk | Showing signs of disengagement that need proactive outreach |
Neutral | Stable, no strong signals either way |
Positive | Healthy engagement and active relationship |
Strong | Excellent relationship health with strong engagement |
Where Health is Visible
Customer health status appears consistently throughout uman:
Customer list — In search results when browsing your customer list
Customer detail page — At the top of each customer's profile
Homepage goals dashboard — In the Account Management column, showing overall health distribution
Account research sidebar — When reviewing opportunities for existing customers
This consistent visibility ensures you never lose sight of relationship health, wherever you're working in the platform.
How Health is Calculated
Customer health is calculated based on platform activity and engagement patterns. The system analyzes interactions, meeting frequency, deal momentum, offering utilization, and product feedback from meetings to produce a real-time indicator of relationship strength.
Each health assessment includes key drivers — the specific factors influencing the score — and tracks changes since the last assessment, so you can see what's improving or declining. Because it's calculated in real-time, health status always reflects the current state of your customer relationships — not a stale snapshot.
Setting Health Targets
You can set a customer health percentage target (0-100%) on your dashboard. This target represents your desired overall health level across your customer base.
Unlike other targets that use timeframes (week, month, quarter, year), the health target doesn't use a timeframe — it represents the overall health you want to maintain across your customers at all times.