Skip to main content

Overview

Health scores are calculated from individual metrics across five categories. Each metric is scored from 0-100, then combined using category weights to produce the overall health score. This guide explains how the scoring system works conceptually. For specific metric configuration, see the Configuration page.

How Scoring Works

Thresholds and Buckets

Each metric uses three threshold values that create four scoring buckets:
BucketScore RangeMeaning
Critical0-24Severe risk, immediate attention needed
High Risk25-49Warning signs present
Medium50-74Stable but room for improvement
Healthy75-100Performing well
Example: For a “Days Since Last Call” metric with thresholds [14, 30, 60]:
  • 0-14 days → Healthy (score: 100)
  • 15-30 days → Medium (score: 74)
  • 31-60 days → High Risk (score: 49)
  • 60+ days → Critical (score: 24)

Direction

Each metric specifies whether higher values are better or lower values are better:
  • Higher is better: MRR, active users, call frequency
  • Lower is better: Days since last call, open tickets, outstanding balance

Time Periods

Many metrics support configurable time periods for analysis:
  • 30 days - Recent activity focus
  • 60 days - Short-term trends
  • 90 days - Standard trend analysis
  • 180 days / 1 year - Long-term patterns

Category Overview

Revenue

Measures financial health from your billing integration. Typical metrics:
  • Monthly Recurring Revenue (MRR)
  • Outstanding invoice balances
  • Days until renewal

Product Usage

Measures how actively customers use your product. Metrics are automatically discovered from your data warehouse integration based on the usage data you send to Quivly. Scoring options for usage metrics:
  • Trend + Volume: Combines usage level with growth/decline direction
  • Absolute Value: Raw usage numbers
  • Trend Percent: Growth or decline rate
  • Absolute Difference: Change vs. previous period

Engagement

Measures interaction frequency with your team from call recordings or CRM. Typical metrics:
  • Days since last call
  • Call frequency over time

Support

Measures support experience from your support integration. Typical metrics:
  • Open ticket count
  • Ticket volume trends
  • Response and resolution times

Market Signals

Measures external company health based on news and events. Signal types:
  • Positive: Funding rounds, hiring growth, acquisitions (as acquirer)
  • Negative: Layoffs, financial trouble, executive departures
Scoring is automatic based on detected signals over the configured time period (30 or 90 days).

How Scores Combine

  1. Metric scores (0-100) are calculated for each enabled metric
  2. Category scores are computed by averaging the metric scores within each category
  3. Overall health score is the weighted sum of category scores based on your configured weights
Example:
Revenue (30% weight):      85 → contributes 25.5
Product Usage (25% weight): 60 → contributes 15.0
Engagement (20% weight):   70 → contributes 14.0
Support (15% weight):      40 → contributes 6.0
Market Signals (10% weight): 80 → contributes 8.0

Overall Health Score: 68.5

Next Steps