Sales Navigator — Utilization & Value Report

Occams Advisory · Sales Operations · data available to 18 Aug 2026

Is the Sales Navigator investment working?

Verdict — 90 days of evidence

The tool is being used as a research database, not as an outreach channel.

Across 21 May – 18 Aug, the account produced 376 searches, 1,551 profile views and a saved book of 297 leads across 292 accounts. That half of the product is working: the seat holder is competent, carries an Advanced Coach level, and finds people efficiently.

The other half — the part that actually distinguishes a paid licence from ordinary LinkedIn — is close to dormant. 81 InMails produced a single acceptance. Zero direct messages were sent to a network of 683 connections. Zero Smart Links were created, so no collateral is tracked. Two of the six things the licence pays for have never been switched on.

Set against 51 active days of effort, the measurable relationship outcome for the period is 38 new touchpoints: one accepted InMail and 37 accepted connection requests. That is roughly 51 research actions for every outcome.

Conversion at each step

Each ratio is calculated from the 90-day export. They isolate where effort stops converting.

What the licence pays for, and what gets used

2 of 6 never used

Six core capabilities of a Sales Navigator seat

Search, saved lists and lead/account saving are in active use. InMail is used but converting at 1.23%. Messaging and Smart Links have never been touched in 90 days.

Where the 90-day effort landed

4% of actions were outreach

Recorded actions by category, 21 May – 18 Aug

Research covers searches and profile views. Outreach covers InMails and messages. Outcomes are accepted InMails plus accepted connection requests.

Reading the two halves together

Usage says the tool is understood

Strong

Search intensity is rising — 7.4 searches per active day across 90 days, 11.3 across the last 30. Profile views run at roughly 4 per search, which is the pattern of someone qualifying rather than skimming. Lists are being built and accounts saved in focused sessions, notably 51 accounts on 5 August.

Nothing in the usage data suggests a training problem or a tool the team can't operate.

Effectiveness says it is not converting

Weak

One acceptance from 81 InMails is not a volume problem — sending more of the same message would burn more credits at the same rate. The SSI breakdown points the same way: 'Engage with insights' scores 3.35 of 25, the behaviour that warms a recipient before an InMail arrives.

The cheapest available fix costs nothing in credits: 683 existing connections have never received a message.

Ratios in this section describe Anthony Friese's seat, the only one with recorded activity in the window. Steven Miltonberg was added too recently to have a baseline, and the two inactive seats contribute nothing — adding them to the denominator makes every ratio worse, not better.

Seat roster

Click a name to filter the whole dashboard to that seat.

AgentStatusActivatedCoach levelActive days (30d)Searches (30d)InMails (30d)Connections

Seat-day map — 20 Jul to 18 Aug

Hover any tile for that day's detail; the seat you pick stays highlighted.

Daily seat activity

Green = seat ran searches. Amber = logged in but ran none. Grey = no activity.

Longest unbroken gap on Anthony's seat: nine days, 25 July to 2 August. The 16 active days and 180 searches reconcile exactly to LinkedIn's reported totals.

Spotlight panels

Daily activity explorer

Daily charts cover 20 Jul – 18 Aug, the window shown on the LinkedIn Usage tab. Period totals for both windows sit in the KPI strip above.

Metric trend

Daily values are reconstructed from the LinkedIn charts and reconcile to the published period totals.

Usage metrics at a glance

Searches performed

Profile views

Leads saved

Accounts saved

Lists created

LinkedIn reports this as a running total, not a per-period count.

Days active

Outreach effectiveness

InMail messages sent

InMail acceptance rate

Messages sent

Zero across the record

Smart Link views

No Smart Links created

Connection requests accepted

Total unique connections

Action plan

Ordered by impact and tagged by owning seat. The list filters with the dropdown; tick items off as they are agreed.