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What do the scores on my dashboard mean?

Four cards on your dashboard show your most recent result from each analysis: Agency Growth, Sales, Marketing and the Healthy Pipeline Index.

 What each card shows

  • A ring chart broken into segments, one per area of that analysis
  • Your score, with the date you last took it underneath
  • Colored labels below, one per area, matching the segments
  • An Improvement Opportunity label, always last, showing the distance between your score and the top of the scale

Hover over any label to see that area's score on the ring.

The areas in each analysis

  • Agency Growth: Marketing, Sales, Service, Leadership
  • Sales: Pipeline, Engagement, Impact, Discipline
  • Marketing: Intent, Audience, Message, Traction
  • Healthy Pipeline Index: Personal Marketing, High Probability Opportunities, Potential Revenue, Target Client Opportunities, Prospecting Momentum

If you have not taken one yet

The card invites you to start rather than showing an empty chart.

Seeing more, or taking it again

Agency Growth, Sales, and Marketing each have View Full Results, which opens the full breakdown, and Retake the Analysis.

The Healthy Pipeline Index works differently. It has one button, Update Your Numbers, which opens a calculator. See How do I update my Healthy Pipeline Index?

Frequently asked questions

What happens to my old results if I retake an analysis?

Your new results replace them once you finish. There is no confirmation step before you start, so only begin a retake when you are ready to update your numbers.

What is the Improvement Opportunity?

The gap between where you are now and the top of the scale for that analysis. It is the room you have left rather than a mark against you.

What does the information icon next to a card do?

It opens a short explanation of what that analysis measures.