Customer Health Compass
Customer Health Compass: A free, configurable health-scoring dashboard for small teams using Google Sheets. Ranked #21 of 26 in Customer Health Score Software by our editors (7.3/10); pricing: Free plan; best for small teams needing free configurable scoring.
At a glance
- Editor score7.3 / 10
- PricingFree plan
- Best forSmall teams needing free configurable scoring
- Free planYes
- Paid fromFree
- Custom scoring modelsYes
- Facts checked20 Sep 2026
Where it wins
- Fully free access to all features
- Configurable weighted scoring with daily and manual updates
- Historical backfill, trends, thresholds, and six analytical views
Where it doesn't
- Web-only platform with Google Sheets as its listed integration
- Traditional Software template is the available template
- SaaS product and renewal metrics template is coming soon
Our verdict on Customer Health Compass
Customer Health Compass is a customer intelligence dashboard built inside Google Sheets. It is designed for small teams that need a free way to calculate and review customer health scores from configurable business metrics. The available Traditional Software template supports project- or license-based businesses, with metrics such as payment performance, order value, collection rate, profitability, opportunity value, and industry position. A customer overview organizes accounts by health categories and displays metric values.
Scoring is the product’s central strength. Teams can adjust metric weights, define custom scoring criteria and thresholds, and update scores automatically each day or manually when needed. Bulk historical backfill supports reviewing prior customer health, while interactive metric trend analysis helps show how scores change over time. The strategic customer matrix adds six analytical views for examining account health from different angles. These capabilities give smaller teams more control than a fixed health-rating model, without adding a paid tier: the Free User Program provides full access to all features, priority support, and direct influence on product development.
The tradeoff is focus. Customer Health Compass runs on the web and lists Google Sheets as its integration, so its ecosystem is narrower than a full customer-success platform. The available template is centered on Traditional Software businesses, while a SaaS template with product and renewal metrics is described as coming soon. Choose Customer Health Compass if free configurable scoring, historical analysis, and spreadsheet-based workflows match your operating model. Consider another option if you need a broader customer-success platform, a wider integration ecosystem, or SaaS-specific metrics today.
Your product? Our editors can test Customer Health Compass in depth and publish a review, labelled as paid · from $149/mo →
Customer Health Compass pricing
All 1 Customer Health Compass plans and prices →
Customer Health Compass fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Free |
| Product usage data | Not verified |
| Support data | Yes |
| Outcome data | Not verified |
| Custom scoring models | Yes |
| Automated score updates | Yes |
| Health score segments | Yes |
| Risk alerts | Not verified |
| Deployment | Self-hosted |
| Platforms | Web |
| Support | Email, Docs |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 1 integrations: Google Sheets |
| Pricing | Free plan (source) |
| Website | customerhealth.co |
| Facts checked | 20 Sep 2026 |
Customer Health Compass integrations
Customer Health Compass lists 1 integrations on its own site.
- Google Sheets
Alternatives to Customer Health Compass
- Gainsight Customer SuccessA full customer-success platform built around configurable health scoring and broader account operations.9.4
- VitallyFlexible health scoring and playbooks for B2B Customer Success teams.9.2
- ChurnZeroA broad customer success platform for complex lifecycles, renewals, and health scoring.9.1
See all Customer Health Compass alternatives →
Used Customer Health Compass? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Customer Health Compass for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Customer Health Compass is listed in our Customer Health Score Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/customer-health-compass/"><img src="https://www.itechguides.com/best/badge/customer-health-compass.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update