Pipeline Health & Efficiency
Pipeline Health helps you understand whether your outreach process is generating enough qualified prospects and where improvements can be made. This article explains each metric and how exporting your data can support reporting and analysis.
New: use the Company domain filter next to the date selector to see Pipeline Health for specific companies. You can select several domains at once, and every metric below recalculates for your selection.
Potential: Best practice is to send around 20–25 connection requests per day per profile. This metric reflects the number of requests sent compared to your total available potential within the selected period.
Review Rate: This graph shows the efficiency of your review process, indicating how many suggested prospects have been reviewed during the selected time frame (e.g., 99% reviewed).
Approval Rate: Breaks down the decisions made on prospects, showing the percentage Approved, Monitored, or Denied. If you want to learn more about what each prospect status means, refer to the complete guide.
Top Denial Reasons: A bar chart that categorizes why prospects were rejected (e.g., wrong Title, Industry, or Competitor), providing insights to refine your targeting criteria.
Export Data
The Export to CSV button, located in the top-right corner, downloads a CSV containing prospects with a 'Sent' status that match your currently applied filters, including the Company domain filter. This is useful for CRM logging or offline performance analysis.
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Ready to ensure your reports reflect reality? Now that you know how to interpret your performance metrics, read our guide on How to override funnel statuses to learn how to adjust prospect status when the data needs a correction manually.