1. Choose a confidence level
Select 90%, 95%, or 99%. Higher confidence generally requires a larger sample.
2. Set the margin of error
Enter the maximum desired half-width in percentage points, such as 3 for ±3 percentage points.
3. Enter the expected proportion
Provide the expected pipeline success percentage. If you have little prior information, 50% is conservative because it usually produces the largest sample.
4. Optionally enter population size
Use the total number of records in the finite batch or dataset. Leave it blank to use the large-population result.
5. Review the required sample
The calculator rounds up to the next whole record and shows both the uncorrected and finite-population-adjusted sizes.