Retail KPI: Checklist Template

1. Conversion & Traffic Infrastructure 6 items

Are the overhead foot-traffic counters functional, clear of dust, and unobstructed by hanging signage? Yes / No 10 pts
Are employee "go-backs," breaks, and test-walks strictly logged to avoid inflating traffic data? Yes / No 9 pts
Is the active daily conversion goal written on the backroom huddle board and communicated to all staff? Yes / No 9 pts
Are floor schedules aligned precisely with historical peak traffic hours to maximize conversion opportunities? Yes / No 10 pts
Do associates demonstrate the ability to pull real-time traffic or conversion data from store tablets? Yes / No 8 pts
Traffic & Conversion Readiness: Rating
- Data-Driven & Ready 10 pts
- Minor Traffic Counter Lag 5 pts
- Blind Operation/No Metrics 0 pts

Are high-margin cross-merchandising items (accessories, batteries, add-ons) placed within arm's reach of core displays? Yes / No 9 pts
Are impulse-buy fixtures at the cash wrap fully stocked, front-faced, and priced correctly to drive ATV? Yes / No 8 pts
Did observed associates pitch a minimum of one complementary item to customers on the sales floor? Yes / No 10 pts
Are clear promotions (e.g., "Buy 2, Get 1") clearly signed to encourage multi-unit transactions (UPT)? Yes / No 9 pts
Is the clearance or markdown section organized neatly to protect full-price average unit retail (AUR) sightlines? Yes / No 8 pts
Basket Building Execution: Rating
- Maximizing Every Ticket 10 pts
- Passive Add-On Culture 5 pts
- Transactional Only 0 pts

Are daily cycle counts completed and transmitted before opening to maintain stock ledger accuracy? Yes / No 10 pts
Is the out-of-stock (OOS) rate for top-50 volume items below the corporate threshold (typically <2%)? Yes / No 10 pts
Are unworked freight pallets or delivery totes cleared from the floor within the mandated turnaround window? Yes / No 9 pts
Is damaged, defective, or customer-returned product processed daily to minimize stagnant asset hold times? Yes / No 9 pts
Are electronic shelf labels (ESLs) or price tags 100% accurate, eliminating price overrides at checkout? Yes / No 10 pts
Inventory Velocity Control: Rating
- High-Velocity Precision 10 pts
- Stockroom Backlog Present 5 pts
- High Shrink/OOS Exposure 0 pts

Is the dedicated Buy Online, Pick Up In Store (BOPIS) staging area organized numerically or alphabetically? Yes / No 9 pts
Are inbound digital orders picked, packed, and staged within the corporate 30-minute SLA? Yes / No 10 pts
Are aged digital orders (unclaimed over 7 days) systematically cancelled and returned to active floor stock? Yes / No 9 pts
Do associates consistently pitch the brand's loyalty app during BOPIS pickups to bridge offline-online data? Yes / No 8 pts
Is shipping and packaging material (branded boxes, tape, void fill) fully stocked at the fulfillment station? Yes / No 8 pts
Fulfillment Speed Efficiency: Rating
- Seamless Omnichannel Flow 10 pts
- Picking/Staging Bottlenecks 5 pts
- Fragmented Operation 0 pts

Is the store's labor-cost-to-sales ratio matching or beating the weekly corporate target budget? Yes / No 10 pts
Is a dynamic cross-training matrix utilized so floor staff can instantly support checkout when lines form? Yes / No 9 pts
Is the average customer checkout wait time kept under 3 minutes during peak traffic surges? Yes / No 9 pts
Are POS exception logs (voids, heavy manager discounts, post-voids) reviewed daily by management? Yes / No 10 pts
Are employee hours, shift adjustments, and punches verified and finalized daily in the workforce management system? Yes / No 9 pts
Operational Throughput: Rating
- High Efficiency Level 10 pts
- Minor Front-End Friction 5 pts
- Uncontrolled Labor Spend 0 pts
Final summary Comments