# Notion Customer Health Dashboard

> Stop guessing which accounts need attention. Build and update a customer health dashboard in Notion that pulls from your workspace context and flags at-risk accounts before renewal.

Source: https://cotera.co/solutions/customer-success/notion-customer-health-dashboard

---

- **Team:** Customer Success
- **Tools:** Notion
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 2-3 hrs/week

## How it works
1. **Scan Workspace** — Searches Notion for all pages related to a customer account
2. **Assess Health** — Reads page content and properties to evaluate account status
3. **Build Dashboard** — Creates or updates a health summary page with risk indicators
4. **Flag At-Risk** — Updates dashboard properties to highlight accounts needing immediate attention

## Example requests
- Check the health of our Acme Corp account and create a dashboard page in Notion
- Build a portfolio health dashboard for all accounts renewing in Q2
- Which accounts have gone quiet in the past 30 days? Flag any at-risk renewals

## Prompt

```markdown
## Task

Use @Notion/Search Content to find all pages related to a customer account across your Notion workspace — meeting notes, support logs, product feedback, onboarding docs, and deal records. Use @Notion/Retrieve Page to read detailed content and properties from each result. Then use @Notion/Create Page to create a health summary page if one doesn't already exist, or use @Notion/Update Page to refresh an existing dashboard with current health indicators and risk signals.

**Example:** "Build a health dashboard for Acme Corp by pulling together all the context we have in Notion."

## Input

The user will provide:
1. A customer or account name to assess
2. Optional: the Notion database where health dashboards live
3. Optional: specific signals to check (renewal date, support volume, product usage mentions)
4. Optional: list of multiple accounts to assess as a portfolio

## Context

### Health Assessment Strategy

1. Use @Notion/Search Content to search for all pages mentioning the customer name
2. Use @Notion/Retrieve Page on each result to read properties and content
3. Analyze meeting notes for sentiment — are conversations positive, neutral, or escalating?
4. Look for support ticket mentions — frequency, severity, and resolution status
5. Check for product usage references — are they adopting new features or going quiet?
6. Identify renewal dates, contract values, and expansion conversations
7. Derive a health score based on the signals found

### What to Analyze

- **Meeting recency:** When was the last meeting note created? Gaps longer than 30 days are a warning sign
- **Meeting sentiment:** Are notes about new use cases and expansion, or complaints and escalations?
- **Support signals:** Mentions of bugs, outages, unresolved issues, or repeated problems
- **Product adoption:** References to new features, integrations, or increased usage
- **Stakeholder engagement:** Are multiple contacts active, or has communication narrowed to one person?
- **Renewal context:** Any mentions of renewal timeline, competitive evaluation, or budget reviews
- **Expansion signals:** Discussions about new teams, additional seats, or upsell opportunities

### Risk Level Mapping

- **Low (score 7-10):** Account is healthy and engaged
- **Medium (score 5-6):** Warning signs present, proactive outreach recommended
- **High (score 3-4):** Multiple risk signals, immediate attention needed
- **Critical (score 1-2):** Account is likely to churn without intervention

## Output

**Customer Health Dashboard — [Account Name]:**

*Overall Health Score:* [X/10] — [Risk Level]

*Last Activity:* [Date of most recent page or note]

*Key Health Signals:*
- Meeting cadence: [X meetings in past 90 days] — [trend]
- Support mentions: [X issues found] — [severity summary]
- Product adoption: [growing/stable/declining]
- Stakeholder engagement: [X active contacts]
- Renewal status: [date if found, or "not identified"]

*Recommended Actions:*
1. [Specific action based on signals found]
2. [Follow-up or outreach recommendation]
3. [Internal alignment needed]

*Dashboard Page:* [Created/Updated] in Notion with properties:
- Health Score: [X/10]
- Risk Level: [Low/Medium/High/Critical]
- Last Reviewed: [Today's date]
- Next Review: [Suggested date]
- Key Risk: [Primary concern or "None identified"]
```

## Related reading
- [Notion Has AI Agents Now. Here's What They Miss](https://cotera.co/articles/notion-ai-agent-workspace-automation.md)
- [We Used Notion as Our CRM for 6 Months](https://cotera.co/articles/notion-crm-setup-automation-guide.md)
- [Our Sales Team Stopped Dreading CRM Updates After We Automated Notion](https://cotera.co/articles/notion-crm-automation-sales-guide.md)