PQL Tracking Spreadsheet Template

Keep on top of how your demand generation activities are performing by tracking your Product Qualified Lead conversion rates.

Marketing data framework template

Private Equity Firms we've worked with

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What's inside

Compare month-by-month PQL data

Show how the number of product qualified leads tracks to your marketing and sales activities.


Track conversion rates     

Monitor the conversions between trials, PQLs and closed-won to see where the funnel is leaking.    


Incorporate PQLs into your marketing metrics

Track PQLs alongside metrics like organic and paid traffic to show correlations and opportunities.


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Michael Libert

SVP, TA Associates

“We always pull in the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

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Bryce Youngren

Managing Partner, Polaris

“The How To SaaS team is my first call when my investments need help with digital marketing."

Get the template

Instantly receive the PQL Tracking Spreadsheet Template in your inbox.

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