Use this checklist to define a manageable set of metrics for a marketing review.
Last reviewed: September 30, 2026 Editorial standard: Martzine Editorial Team.
What this resource is for
Use Marketing KPI Checklist when Marketing work needs one place for the inputs, the decision and the follow-up that comes from the review.
Use marketing kpi checklist when the work needs a repeatable way to check the important inputs before the next decision.
What to check
- Acquisition
- Conversion
- Cost
- Revenue
- Retention
How to use it
Step 1: Acquisition
Record the part that changes the decision, then attach an owner and a date to anything that still needs evidence.
Step 2: Conversion
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
Step 3: Cost
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
Step 4: Revenue
Start by writing the current state without trying to improve it. That keeps the review anchored to what actually happens today.
Step 5: Retention
Work through the checks in the order the task happens. Mark missing information instead of filling the gap with an assumption.
What a useful result looks like
Finish Marketing KPI Checklist with an owner and a review point so the record does not become a static worksheet. Use this checklist to define a manageable set of metrics for a marketing review.
Common mistakes
Leaving ownership undefined and assuming the next person will pick up the work.
Related Martzine work
The surrounding work is usually easier to handle when the resource sits next to the relevant calculation, tool or guide.
UTM Builder · Content Strategy Guide.
Sources and further research
For Marketing KPI Checklist, use the primary source when the subject depends on current rules, technical specifications or definitions outside Martzine’s own working framework.
- U.S. Small Business Administration: Business Planning (Official small-business planning guidance, including business-plan structure and planning resources.)
- Federal Trade Commission: Business Guidance (Official U.S. guidance covering advertising, consumer privacy, data security and business practices.)
Martzine note
The resource is a starting point for a working decision. Add local requirements where the business, industry or jurisdiction requires something more specific.