Multi-source account scoring

One score per account.
Every signal. Every source.

EvaluationsHub combines feedback, delivery data, engagement signals, and commercial indicators into a single weighted account health score. Fully configurable weights per customer segment. Transparent by design. No black box.

Unlimited accounts · No credit card · ISO 27001 Certified
An illustrative scorecard

Every signal visible. Every weight explained.

This is the kind of scorecard your team sees. Signal categories, their weights, and the contribution to the overall score — configured by you for each customer segment.

Example — illustrative weights, configurable per segment
Northstar Industries · Enterprise AccountMultiple signal sources active · contract renewal in 7 months
64
Health score
Stakeholder NPS trend configurable weight
38
C-suite sponsor health configurable weight
22
Delivery & SLA compliance configurable weight
84%
Contract renewal clock configurable weight
7 mo
Meeting cadence & engagement configurable weight
−55%
Revenue & fee realisation configurable weight
96%
Illustrative example only. Signal categories, weights, and metrics are fully configurable per customer segment.
Where the signals come from

Any source. One score.

EvaluationsHub aggregates signals from across your tech stack. Each source feeds the relevant signal category, which feeds the weighted score. Configured to your workflow, not ours.

Stakeholder surveys & NPS
Structured feedback from every contact at the account. Tracked over time. Weighted by seniority and role. Sent via the platform or your existing survey tool.
CRM & Salesforce activity
Meeting logs, email cadence, contact coverage, and opportunity context from Salesforce via native custom objects. Engagement signals without any manual entry.
ITSM & delivery data
SLA compliance, incident trends, and ticket resolution times from your ITSM tool via REST API or AWS AppFlow connector.
QBR structured notes
Every QBR produces a structured record in EvaluationsHub. Summary sentiment, action commitments, and follow-up scores feed the account health score automatically.
ERP & financial signals
Revenue trend, payment behaviour, and contract value changes from SAP, Oracle, or Microsoft Dynamics via AWS AppFlow. Commercial signals in the score.
Manual scorecard entries
For signals that don’t come from an integration. Account managers rate relationship health, political risk, and strategic alignment directly in the platform — structured, not freeform.
Configurable weights

Your weights. Your priorities. Per segment.

Signal weights are fully configurable. Set them differently per customer segment, account tier, or relationship type. Changes take effect immediately across all accounts in that segment.

Every weight is yours to set.

Choose which signals matter most for each customer segment — and by how much. Satisfaction, engagement, delivery, commercial indicators, expansion signals — weighted exactly as your business model requires.

Per customer segmentPer account tierPer relationship typeChanges apply immediatelyFull audit trail
Transparency by design

No black box. Every score explained.

Every driver, every weight, every data point visible to your team — and optionally to your client. Account health you can stand behind in a QBR.

Score breakdown on every accountEvery metric shown with its contribution to the total score. Your team can explain any score to a client in 30 seconds.
Weight logic documentedEvery weight rationale is recorded when set. Auditable, exportable, and shareable with client-side procurement teams who ask.
Score trend over timeRolling score history per account. See whether the relationship is improving or declining before the next QBR.
Source attribution per signalEvery data point traces back to its source. No ambiguity about what moved the score or when.
Portfolio benchmarkingCompare any account score against your portfolio average or account tier. Identify outliers before they become churns.
Client-visible scorecardShare the scorecard directly with your client via the customer portal. Same score, same drivers — full mutual visibility.

One score. Every signal. Every account.

21-day pilot, unlimited accounts. Connect your data sources during onboarding. No credit card required.

Unlimited accounts. No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.