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How do I update my Healthy Pipeline Index?

The Healthy Pipeline Index is calculated from seven metrics about your pipeline that you enter yourself. We recommend updating it regularly, preferably monthly, as your pipeline changes.

 Open the calculator

Select "Update Your Numbers" on the Healthy Pipeline Index card in your dashboard. A window opens over the page, so you do not lose your place.

What you will need

  1. Your LinkedIn Social Selling Index
  2. Your annual new business goal
  3. Total revenue in your pipeline
  4. Total number of opportunities in your pipeline
  5. Opportunities added in the last three months
  6. Opportunities that came through referral
  7. Opportunities at or above your target revenue

All seven are needed before a score can be calculated. Anything left blank is flagged when you submit.

After you submit

Your score appears on the card immediately, with the date updated. There is no page to reload and nothing else to confirm.

Coming back to it

Next time you open the calculator, your last set of numbers is visible. Change what has moved and leave the rest.

Frequently asked questions

Why is this one different from the other three analyses?

The other three ask you to rate yourself across sixteen questions. This one is derived from figures you already track, so it is quicker to keep up to date.

Can I close it without saving?

Yes. Close the window with the X or by clicking outside it, and nothing has changed.