Free Checklist Templates for Reporting

Reporting

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OR

Campaign Reporting Checklist

Data Collection

Confirm the campaign KPIs and reporting window

Audit UTM parameters across campaign links

Validate GA4 conversion events and pixel firing

Pull spend and impression data from ad platforms

Export CRM-side pipeline and revenue data

Performance Analysis

Compare results against the campaign benchmarks

Calculate ROAS, CPA, and payback period

Analyze the conversion funnel for drop-off

Rank channels by efficiency and contribution

Flag whether the campaign hit its primary target

Run a root-cause analysis on the miss

Report Build & Review

Draft the executive summary and key findings

Build channel and funnel visualizations

Write actionable recommendations

Run peer review with the demand-gen lead

Distribution & Follow-Up

Distribute the report to stakeholders

Present findings at the next marketing WBR

Log follow-up actions in the team tracker

Archive raw data exports and the final report

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Marketing Performance Review Checklist

Reporting Setup

Lock the reporting window and currency

Audit UTM conventions in GA4

Verify GA4 conversion events fire correctly

Re-tag broken events and rebuild affected reports

Campaign Effectiveness

Pull ROAS and CPA by campaign

Review MQL-to-SQL conversion by source

Compare channel pacing against quarterly plan

Rank top and bottom creatives by CTR

Decide whether to greenlight an incrementality test

Scope the incrementality test design

Audience and Targeting Review

Validate ICP fit against closed-won accounts

Audit lookalike and retargeting audiences

Review GDPR and CCPA consent state by region

Open a privacy ticket and pause affected campaigns

Content Strategy Review

Pull organic performance from GSC and Ahrefs

Identify pillar pages eligible for refresh

Review email engagement and list health

Spot-check FTC disclosure on influencer posts

Rank content topics by SQL contribution

Customer Feedback and Sentiment

Summarize NPS and CSAT trends

Review social listening sentiment

Categorize support tickets tagged as marketing

Team Performance Review

Review per-role KPIs against quarterly goals

Identify professional-development needs

Audit agency and freelancer spend

Findings and Next-Quarter Plan

Draft the quarterly findings document

Walk findings through with the CMO

Publish the next-quarter marketing plan

View Workflow Use Workflow

Monthly Marketing KPI Review Checklist

Campaign Performance

Pull paid-media spend and ROAS

Compare ROAS against monthly target

Verify CPA against payback model

Audit UTM tagging consistency in GA4

Verify GA4 conversion events fired correctly

Audience Engagement

Export social engagement from Sprout Social

Pull email open, click, and unsubscribe rates

Review sender reputation in Postmaster Tools

Review GA4 engaged sessions and bounce rate

Lead Generation

Export MQL volume from the MAP

Calculate MQL-to-SQL conversion rate

Review CPL by channel against target

Audit the lead-scoring model accuracy

Reconcile lead-source attribution in the CRM

Content Effectiveness

Pull top-performing pages from GA4

Review GSC impressions and query CTR

Check ranking changes in Ahrefs or Semrush

Evaluate content-attributed conversions

Sales and Pipeline Performance

Pull marketing-sourced pipeline from the CRM

Calculate the pipeline-to-spend ratio

Review deal velocity by lead source

Verify the attribution model in the CRM

Findings and Sign-Off

Flag whether any KPI missed target

Document the root cause for the miss

Schedule the mid-month optimization review

Sign off on the monthly KPI report

View Workflow Use Workflow

Quarterly Financial Reporting Checklist

Pre-Close Preparation

Confirm the close calendar and cutoff

Confirm the reporting period

Pull custodian and clearing-firm statements

Stage GL and trial balance

Reconciliation and Data Capture

Reconcile advisory fee billing to custodian debits

Reconcile AR, AP, and accrued expenses

Update depreciation and amortization schedules

Eliminate intercompany transactions

Attach supporting documentation

Variance and Compliance Review

Run quarter-over-quarter and YoY comparison

Document variance explanations

Review key financial and regulatory ratios

Confirm GAAP and regulatory compliance

Flag material adjustments for management

Drafting and Disclosures

Draft the quarterly financial report

Hold the pre-issuance escalation review

Circulate draft to senior management

Hold the management review meeting

Incorporate management edits

Sign-Off and Distribution

Obtain CFO and audit committee approval

File regulatory submissions

Distribute to shareholders and stakeholders

Archive the close package for books and records

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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

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