Health

The Health page (/success/health) is the renewal-and-risk command center. Every account in your workspace gets a health score from 0–100, and Health surfaces the ones at the dangerous end first.

What's at the Top

Four summary cards across the top of the page:

• Critical accounts — count at the most-urgent risk level
• At-risk accounts — count one tier down from critical
• Renewing in 30 days — accounts approaching renewal soon
• Protected ARR — total ARR across the visible portfolio

Below the cards, a risk distribution bar chart shows ARR split across critical / at-risk / healthy buckets — useful for an at-a-glance sense of how much revenue is exposed.

The Live Health Table

The main content is the customer table. Each row shows:

Click any row to open the Customer Detail page — or for accounts without a clean domain match, the legacy detail sheet.

Filtering and Searching

• Risk filter — All / Critical / At risk / Healthy
• Search — by company name, domain, or contact email
• Untracked toggle — hide or show accounts you've explicitly excluded from monitoring

The Last-Updated Bar

Sits above the table:

• Last updated — timestamp of the last health refresh
• Refresh — manual sync button (kicks off a recompute)
• Settings — opens the Health Settings sheet (see below)

Health Settings Sheet

Click the Settings button to configure:

Scoring Weights

How much each input contributes to the score:

• Adoption — PostHog-driven active-user metrics
• Payment state — Stripe past-due / failed payments
• Renewal pressure — proximity to contract end date

Integration Status

Per-source health and connection state for Salesbricks, Stripe, PostHog. If any are disconnected, the page surfaces an inline warning with a quick-link to fix it.

Untracked Accounts

A free-form Untracked reason field for explaining why an account is excluded (e.g., "Test workspace", "Internal use"). The reason shows in the untracked filter view.

Risk Factors — Where the Scores Come From

Every account's health score breaks down into specific factors, each cited to a data source:

• "−8 Low product adoption (PostHog)"
• "−5 Payment failed (Stripe)"
• "−3 Approaching renewal (Salesbricks)"
• "−10 Multiple support escalations (BuildBetter signals)"

This is the why behind every score — and the basis for the conversation you'll have with the account.

Routing Accounts Out of Health

Health is the triage surface — but most accounts don't stay here. Use the row menu to route an account:

• Route to Convert — if a trial is looking ready to upgrade
• Route to Pipeline — if an expansion opportunity is forming
• Route to Contracts — when you need to review the renewal in detail
• Route to Re-engage — if you've decided to retire the account but want to keep a winback window open

The destination page shows the account at the top with a "Routed from Health" badge.

Demo Mode

If your integrations aren't connected, the "Preview with demo data" button loads the Pied Piper sample dataset so you can explore the layout, scoring, and filters before wiring up Salesbricks, Stripe, or PostHog. The page shows a subtle banner while demo mode is active.

Empty and Error States

• Not connected — "Health is not connected yet" alert with Open Integrations and Preview with demo data buttons
• Load error — alert with Retry and Preview with demo data options
• No results — "No accounts match the current filters" with a hint about the active filter

Tip: The Critical bucket should be small. If you have more than ~5–10 critical accounts at a time, the threshold is probably too generous. Open Health Settings and tighten the scoring weights so the queue stays actionable.