Customer Health
Monitor customer health with AI-powered health scores. Identify at-risk accounts, track customer engagement trends, and predict churn before it happens.
Customer Health gives you an AI-powered health score for every customer, so you can see which accounts are thriving and which need attention before they churn.
Customer Health is available for Data Parrot Pro and Max customers. Churn prediction is a Max-tier feature.
How It Works
Data Parrot analyzes engagement patterns, deal activity, and communication signals across your customer accounts to generate a health score on a 1–5 scale:
| Score | Status | What It Means |
|---|---|---|
| 5 | Champion | Highly engaged, strong relationship, expanding |
| 4 | Healthy | Regular engagement, stable relationship |
| 3 | At-Risk | Declining engagement or concerning signals |
| 2 | Critical | Minimal engagement, high churn risk |
| 1 | Inactive | No recent engagement detected |
Using Customer Health
Filters
Filter your customer list by:
- Health Status: Champion, Healthy, At-Risk, Critical, Inactive
- Has Open Deals: Focus on customers with active pipeline
- Last Won Date Range: Filter by when the customer last closed a deal
- Time Period: 3M, 6M, 12M, or All
Summary Metrics
At the top of the page, you can see:
- Total Customers: The number of customers matching your filters
- Total Open Deal Value: Sum of open deal amounts across filtered customers
- Total Lifetime Revenue: Historical revenue from filtered customers
- Avg Health Score: Average health score across the filtered set
Customer Table
The customer table shows each customer with their health score, open deal value, lifetime revenue, and key engagement metrics. You can:
- Sort by any column
- Search for customers by name
- Customize visible columns
- Export data to CSV
Churn Prediction (Max Tier)
On the Max tier, Customer Health includes AI-powered churn prediction that identifies accounts most likely to churn based on engagement decay patterns, communication gaps, and deal activity trends.
Making the Most of Customer Health
- Weekly check-in: Review At-Risk and Critical customers weekly to catch problems early.
- Account planning: Use health scores to prioritize which customers get proactive outreach.
- Team allocation: Route your best CSMs to accounts showing early warning signs.
- Expansion signals: Champion accounts with high engagement are your best candidates for upsell.
Next Steps
- View Your Deals: See deal-level health for individual opportunities.
- Win/Loss Analysis: Understand why customers churned by reviewing lost deal patterns.
- Research Trends: Surface customer sentiment and feedback trends.
Research Trends
Uncover customer sentiment and sales patterns with AI analysis. Identify positive trends, pain points, and feature requests from your CRM data automatically.
Notifications
Get AI-powered sales alerts when deals need attention. Customize notification preferences, channels, and team settings for pipeline updates that matter.