Ask for the view. Get a dashboard connected to the real numbers.
Filters, live sync, and every metric you asked for.
The standard customer health review: someone builds a spreadsheet, pulls a manual export from the CRM, formats it, shares it in Slack, and by Thursday the numbers are already stale. The meeting happens anyway. The decisions get made on data that's a week old.
This is the Customer Health Dashboard built in Coworker. One ask. Live data.
Active accounts: 1,243. Up 12%. At-risk: 38, down 9%. Average health score: 74, up 6 points. Churn this quarter: 3, down 2 versus prior. Engagement up 23% week over week, with Sunday the strongest day of the week.
Not a snapshot. Not an export. A dashboard that updates when the underlying data updates.
The metrics that used to require a recurring ops task now require a prompt. The view that used to live in one person's spreadsheet now lives anywhere you want it.
What customer metric does your team not have a clean view of right now?