Free Checklist Templates for Analytics

Analytics

OR

Campaign Reporting and Analytics Checklist

KPI & Measurement Setup

Confirm campaign objectives with the account lead

Define primary KPIs and benchmarks

Document attribution model and lookback windows

Align on incrementality methodology

Data Collection & Tagging

Verify UTM taxonomy across placements

Confirm pixel and conversion tag firing

Escalate tag issues to ad ops

Validate platform connectors in Funnel.io

Reconcile CM360 placements against the media plan

Data Validation & QA

Reconcile spend against Mediaocean Prisma

Review IAS viewability and IVT rates

Document anomalies and data-quality status

Escalate major anomalies to media trafficking

Analysis & Insight Development

Refresh the performance dashboard in Looker

Calculate ROAS, CPA, and CPM trends

Integrate brand lift study results

Draft three insights with recommended actions

Client Report Build & Delivery

Populate the monthly report template

Write the executive summary

Run internal review with strategy and account

Deliver the report to the client

Optimization & Follow-up

Schedule the optimization working session

Issue change orders for budget shifts

Update next month's pacing forecast

View Workflow Use Workflow

Customer Analytics Checklist

Data Collection & Governance

Inventory CRM, CDP, and GA4 sources

Audit consent flows for GDPR and CCPA

Confirm UTM convention is enforced

Validate GA4 conversion events fire correctly

File a tracking-fix ticket with engineering

Customer Segmentation

Define segmentation criteria against the ICP

Run clustering on the warehouse cohort

Validate segments with a holdout sample

Write personas with PMM and sales input

Sync segments to MAP and ad platforms

Predictive Modeling

Pick the model type for the use case

Train on 18 months of historical data

Evaluate AUC, precision, and recall

Iterate on features and retrain

Deploy scores to CRM and MAP

Set up drift monitoring on production scores

Customer Journey Mapping

Map touchpoints from awareness to renewal

Pull interaction data from CDP and CRM

Visualize the journey in Figma or Miro

Identify the top 3 friction points

Hand off improvements to lifecycle and product

Reporting & Stakeholder Review

Lock the KPI list with the CMO

Build the executive dashboard in Looker or Tableau

Publish the monthly business review deck

Run the stakeholder review meeting

Capture analyst feedback and tune next cycle

View Workflow Use Workflow

Customer Behavior Analysis Checklist

Data Collection and Preparation

Pull session and order data from GA4 and Shopify

Reconcile attribution in Triple Whale or Northbeam

Audit the dataset for bots and duplicate orders

Confirm GDPR and CCPA consent coverage

Segment sessions by acquisition channel and cohort

Behavioral Segmentation

Calculate AOV, purchase frequency, and LTV per cohort

Build RFM segments in Klaviyo

Flag at-risk subscribers in Recharge

Map customers to buying-journey stage

Identify top affinity segments by SKU velocity

Engagement and Funnel Analysis

Review add-to-cart and checkout completion rates

Diagnose cart abandonment by step

Score Klaviyo and Postscript flow performance

Evaluate Meta and Google ad ROAS by audience

Pull Microsoft Clarity session replays for friction

Customer Feedback and Sentiment

Tag Yotpo reviews by issue type

Mine Gorgias tickets for recurring complaints

Run a post-purchase NPS survey in Klaviyo

Monitor social mention sentiment

Document the top three customer pain points

Predictive Analysis and Action

Score churn risk for subscription cohorts

Forecast next-90-day demand by SKU

Test pricing elasticity on top movers

Trigger a win-back campaign for high-risk subscribers

Schedule a product-team review of the pain-point pattern

Sign off on findings and assign owners

View Workflow Use Workflow

Marketing Analytics Checklist

Tracking & Data Collection

Inventory data sources and pixels

Audit GTM container and tag firing

Verify GA4 conversion events

File a tracking-fix ticket with engineering

Confirm UTM convention compliance

Data Quality & Analysis

Reconcile GA4 against MAP and CRM

Filter bot and internal traffic

Calculate channel performance metrics

Run attribution model comparison

Identify the top three insights

Reporting & Visualization

Refresh the executive KPI dashboard

Build the channel performance scorecard

Draft the monthly marketing report

Review the report with the marketing director

Apply requested revisions to the report

Distribute the report to stakeholders

Data Governance & Privacy

Audit consent banner and CMP behavior

Honor unsubscribe and CCPA opt-out requests

Confirm GA4 data retention settings

Document data ownership in the source registry

Sign off on the monthly governance review

View Workflow Use Workflow

Marketing Analytics Monthly Review

Data Pipeline Health Check

Audit GA4 conversion events for misfires

Verify UTM convention compliance across campaigns

Confirm tags fire only after consent

Reconcile CRM sync with the MAP

Document pipeline audit findings

Campaign Performance Review

Pull spend and conversions from each ad platform

Compare CPA and ROAS against monthly targets

Decide on pauses for underperforming ad sets

Notify the media buyer of pauses and reasoning

Document A/B test winners and losers

Customer & Funnel Insights

Segment MQL-to-SQL conversion by source

Map drop-off points in the GA4 funnel report

Run sentiment analysis on inbound feedback

Review session-replay reels for friction points

Attribution & ROI Analysis

Run the multi-touch attribution model

Calculate payback period by acquisition channel

Review pipeline contribution by campaign

Decide whether an incrementality test is needed

Design the geo-holdout test plan

Strategy & Budget Optimization

Reallocate budget to top-ROAS channels

Brief the growth team on next-month experiments

Update the monthly performance dashboard

Sign off on the monthly review

View Workflow Use Workflow

Marketing Dashboard Build and Review

Data Sources and Integration

Inventory active martech data sources

Audit UTM convention across active campaigns

Verify GA4 conversion event mapping

Connect sources to the dashboard platform

Schedule automated data refreshes

KPI Selection and Definition

Map KPIs to the current quarter's OKRs

Define MQL, SQL, and pipeline thresholds

Set benchmark targets from prior-quarter baseline

Document the attribution model in use

Confirm KPI owners across marketing pods

Dashboard Design and Stakeholder Review

Draft the dashboard layout

Build funnel and trend visualizations

Add channel, segment, and date filters

Test rendering on desktop and mobile

Run the stakeholder review session

Revise dashboard per reviewer feedback

Performance Monitoring and Reporting

Configure threshold alerts on critical KPIs

Schedule the WBR and MBR exports

Run the first KPI anomaly check

Investigate the flagged anomaly

Document insights and decisions taken

Security and Compliance

Configure role-based dashboard access

Confirm consent gating on tracking pixels

Review data retention against GDPR and CCPA

Run the quarterly access audit

View Workflow Use Workflow

Monthly Marketing Analytics Checklist

Customer Acquisition

Pull blended MER and ROAS in Triple Whale

Review Meta Ads CAC by campaign

Audit Google PMax and Search spend

Check Amazon Sponsored Products TACOS by ASIN

Customer Retention

Calculate 30/60/90-day repeat purchase rate

Review Klaviyo flow revenue contribution

Audit Recharge subscription churn

Run cohort churn analysis in Lifetimely

Pull review trends and NPS from Yotpo

Conversion Rate Optimization

Review GA4 checkout funnel drop-off

Check Core Web Vitals on key templates

Audit cart abandonment recovery rate

Identify the next A/B test candidate

Brief the A/B test to the dev team

Content Marketing

Pull organic sessions and keyword rank changes

Review short-form video engagement

Analyze Klaviyo campaign open and CTR by segment

Audit technical SEO issues in Screaming Frog

Sales and Revenue Analysis

Reconcile gross to net sales by channel

Analyze contribution margin by SKU

Review AOV, UPT, and promo lift

Sign off on the monthly marketing report

View Workflow Use Workflow

Sales Reporting Checklist

Channel Data Collection

Pull Shopify orders and refunds

Export Amazon Seller Central reports

Export eBay and Walmart Marketplace reports

Pull ad spend across Meta, Google, Amazon, TikTok

Confirm GA4 and Triple Whale sync status

Data Reconciliation and QA

Tie out gross sales to settlement deposits

Investigate variance flags above threshold

Document the variance root cause

Refresh SKU master against PIM

Sales Performance Analysis

Calculate net sales, AOV, and UPT by channel

Calculate ROAS, MER, and TACOS

Rank top and bottom SKUs by contribution margin

Review returns rate and reason codes by SKU

Compare actuals to forecast and KPI targets

Report Pack Build

Build the executive summary deck

Build the marketing channel detail report

Build the finance reconciliation pack

Trigger the escalation review for missed target

Distribute reports and capture sign-off

Data Governance and Archive

Archive raw exports to the data warehouse

Apply role-based access on the report folder

Log the report in the reporting register

View Workflow Use Workflow

Social Media Analytics Checklist

Data Collection & Source Setup

Confirm reporting scope and channel mix

Verify UTM tagging against the link-builder doc

Pull native platform analytics exports

Pull GA4 acquisition and conversion data

Sync the Sprout Social engagement export

Data Cleaning & Normalization

Dedupe cross-posted content across platforms

Filter bot and spam engagement

Separate paid versus organic metrics

Reconcile GA4 events against platform conversions

Tag posts by campaign and content pillar

Engagement & Audience Analysis

Run sentiment analysis on brand mentions

Flag mentions for brand-safety review

Calculate engagement rate by platform and post type

Identify top and bottom decile posts

Segment audience growth by source and demographic

Reporting & Stakeholder Review

Build the monthly performance deck

Refresh the executive Looker dashboard

Send the report to marketing leadership

Hold the monthly social review meeting

Capture review decisions and action items

Performance Monitoring & Iteration

Investigate flagged metric anomalies

Brief leadership on anomaly root cause

Document campaign performance against ROAS targets

Update the content calendar from findings

Refresh competitor share-of-voice benchmarks

Schedule the next reporting cycle

View Workflow Use Workflow

Web Analytics Checklist

Tracking Setup and Tag Verification

Audit GA4 base tag deployment via GTM

Validate tag firing in GTM Preview mode

Confirm consent mode gating before pixel load

Fix consent gating issue

Verify cross-domain linker on flow handoffs

Conversions and Event Tracking

Document the UTM tagging convention

Map primary and secondary conversion events

Validate signup event fires on submit, not blur

Configure ecommerce or LTV parameters

Reporting and Dashboards

Build the channel performance dashboard

Schedule weekly automated email digest

Reconcile GA4 conversions with CRM

Audience and Behavior Analysis

Segment traffic by ICP-fit firmographics

Review user paths to demo request

Pull heatmaps on top three landing pages

Compare new vs. returning engagement

CRO Testing and Iteration

Prioritize test backlog with PIE or ICE

Launch landing-page A/B test in Optimizely or VWO

Reach statistical significance before deciding

Ship the winning variant to 100% of traffic

Document learnings in the test repository

View Workflow Use Workflow

Website Analytics Checklist

Traffic Analysis

Pull weekly sessions and users in GA4

Break out traffic by channel and campaign

Identify top landing pages by sessions

Flag pages with rising bounce or exit rate

Investigate the bounce-rate spike

User Behavior

Map the path-to-purchase in GA4 Explore

Review on-site search queries

Check session duration and pages per session

Identify funnel drop-off points

Review heatmaps for top product pages

Conversion Metrics

Pull conversion rate and AOV by channel

Audit cart abandonment in Klaviyo

Review live A/B tests in VWO or Convert

Compare conversion by collection or category

Segment conversion by new vs. returning

Content and SEO Performance

Review blog and PDP organic rankings

Track engagement on social and email content

Measure content-attributed revenue

Identify content gaps from search data

Technical Performance

Check Core Web Vitals in Search Console

Confirm uptime and checkout availability

Compare mobile vs. desktop conversion

Crawl for broken links and 404 errors

Verify GA4 and pixel tracking are firing

Sign off on the weekly analytics review

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.