Understanding health scores

Sean McAuliffe

Last Update 2 days ago

Every profiled customer in RevLogic carries a health score from 0 to 100 and a matching churn-risk badge. Together they tell your sales team, at a glance, how solid an account is and whether it needs attention.

What the health score measures

The health score is a single 0-100 number that combines three things — the classic ingredients of customer value:

  • Recency — how recently they ordered, measured against their own normal rhythm rather than a fixed calendar. A customer who orders every two weeks and is a week late reads very differently from one who orders once a year.
  • Frequency — how often they order. More orders per year lifts the score.
  • Monetary — how much they spend over their lifetime. Bigger accounts score higher.

RevLogic blends these into the composite score, nudging it up for customers whose spend is trending up and down for those trending down. Higher is healthier.

Active, at-risk, and churned

The churn-risk badge sorts customers into three plain buckets, based on how far past their normal reorder rhythm they've slipped:

  • Low risk (active) — ordering on or close to their usual rhythm. Nothing to worry about.
  • Medium risk (at-risk) — meaningfully overdue for a reorder. Worth a call before they drift further.
  • High risk (churned or churning) — well past their rhythm. These accounts are slipping away and are the most valuable to save.

Because risk is measured against each customer's own cadence, RevLogic won't panic about a customer who orders once a quarter just because a few weeks have passed. It also applies a short absolute floor so customers who order in bursts (every few days) aren't flagged after a single quiet week.

Why the two badges always agree

The health score and churn-risk badge are designed to tell one story. A customer flagged high risk can never show a glowing health score — RevLogic caps the score so the two never contradict each other. If you see high risk, the score will reflect it.

Where you'll see them

  • On a customer card in the Dashboard, the risk badge sits next to the customer's name, with the trend arrow beside it.
  • In the Customers table, the Risk column shows Low / Medium / High for each profiled account.
  • The score and its inputs feed the Biggest impact sort mode on the call list, so at-risk high-value accounts rise to the top.

Hover over any of these labels in the app and you'll get a plain-English definition — the same wording used across the cockpit, the Customers table, and Settings.

How they stay current

Health scores and risk badges recompute whenever a customer's data changes (a new order). The time-based part — how far past their normal rhythm they've slipped — refreshes every time you open the app, so the score and badge always reflect today's date as days pass. You don't need to do anything to keep them up to date.

Next steps

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