Take the Market

Pipeline arithmetic in the open, for the people who own the number.

Sections

3 pages

Templates

Working documents to copy: service levels, scoring sheets, dashboards. Each one explains every field.

Index

Templates index
PageStageUpdated
Demand Generation Dashboard Template: 15 Metrics, Formulas, CRM Fields and the Weekly ReviewCopy a demand generation dashboard: 15 metrics in volume, conversion and efficiency layers, each with a formula, source field and review cadence.Opportunity
Lead Scoring Model Template: Fit and Engagement Scores, Decay, and a Threshold Set from Closed-Won DataA lead scoring model template pairs a fit score and an engagement score with negative points, decay and a qualified lead threshold set from closed-won data.MQL
Marketing and Sales SLA Template: Stage Definitions, Response Times and Handoff RulesMarketing and sales service level agreement template: signed stage definitions, 24-hour follow-up (4 hours for demos), 48-hour rejection and quarterly review.MQL

Tools

Newest pages

Elsewhere

  • Guides (4): Explanations of the ideas demand teams argue about, with the definitions and the numbers on the table.
  • Calculators (5): Each calculator shows its formula and a worked example before you touch an input, so you can check the arithmetic by hand.
  • Funnel benchmarks (5): Stage-by-stage conversion, cost and cycle numbers from published sources, with the median, the middle half and where each number came from.
  • Playbooks (6): Programs written as steps, each ending in the number it should move and how to read it.
  • Methods (3): How to measure: attribution, scoring, service levels between marketing and sales, and the definitions behind them.
  • Glossary (12): The words of pipeline work, defined once, the way this site uses them.
  • Tools (11): every calculator and template, with its formula and a worked example.
  • Agencies: demand and pipeline agencies, listed alphabetically and never ranked, with facts from their own pages.
  • Voices: what practitioners published that a reader can learn from, with our take.

How pages are made

Pages are written by the Take the Market Desk, which uses AI models to find sources, read them and draft, and are edited before they are published. Every factual sentence is checked against a passage on a source page that was read for that page, numbers are computed in code from those sources, and each page lists its sources. Every page shows the day it was first published and the day a fact last changed. How we work