Blog · Board and management reporting
Measure campaign delivery, lead completeness, and reporting timeliness from team exports. A worked scorecard shows the counts, formulas, checks, and limits of each measure.
Marketing assistant KPI examples should measure work the assistant can control: campaign tasks delivered on time, lead records completed, and reports received by their deadlines. Use a separate numerator and denominator for each measure, with the same cutoff and written acceptance rules.
An assistant who prepares a campaign cannot control every sale it produces. A useful scorecard shows whether the work was ready, usable, and delivered when the team needed it, while preserving the evidence behind exceptions.
Begin with the job's actual responsibilities. If an assistant schedules approved assets, maintains lead records, and prepares weekly reports, those are reasonable measurement areas. If a manager controls creative approval, show that dependency alongside the delivery result.
Write the rule before the reporting period starts. A delivered task must meet an acceptance checklist, rather than merely have a completed status. A complete lead must contain the fields required for its next use. A timely report must reach its named recipient by its agreed deadline.
Use department KPI examples to place these measures in the wider scorecard. Keep message response and audience outcomes with marketing communication KPIs; they answer a different question from whether an assistant prepared the work correctly.
| Measure | Eligible denominator | Successful numerator | Main dependency to record |
|---|---|---|---|
| Campaign delivery | Assigned campaign tasks due in the period | Accepted tasks delivered by their frozen deadlines | Approval or asset availability |
| Lead completeness | Unique assigned leads due for processing | Leads passing all required-field checks at cutoff | Information supplied by the lead source |
| Reporting timeliness | Scheduled reports due in the period | Reports received by the agreed deadline | Availability of the underlying exports |
These are definitions for the example, not universal standards. Freeze the original deadline and keep any revised deadline in another column. Otherwise, moving a due date after a delay silently improves the score.
Bring the campaign work register, lead-processing export, and report schedule. Each needs a stable identifier. The task register also needs the assigned owner, original deadline, completion timestamp, acceptance result, and blocker reason. The report schedule needs both the due timestamp and actual receipt timestamp, using the same time zone.
For leads, retain the unique lead ID, campaign, processing deadline, required-field result, and failure reason. Decide whether completeness means presence or validated content. A filled email field does not establish that the address is usable, and a complete record does not establish permission to contact someone.
Keep the original files unchanged in your own working process. Produce the summary from those records, with an exception list that a manager can inspect. Campaign-level commercial measures belong with the B2B marketing KPI scorecard, rather than being substituted for these operational counts.
A fictional US industrial distributor closes September 2026 with the following counts for one assistant. The three campaigns contain distinct assigned tasks, distinct lead records, and separately scheduled reports. A task delivered after its deadline stays outside the on-time numerator even if it was finished before month-end.
| Campaign | Tasks due | Delivered on time | Leads due | Complete leads | Reports due | Timely reports |
|---|---|---|---|---|---|---|
| Email launch | 10 | 9 | 80 | 76 | 4 | 4 |
| Webinar | 8 | 6 | 60 | 54 | 3 | 2 |
| Partner campaign | 6 | 6 | 40 | 38 | 3 | 3 |
| Total | 24 | 21 | 180 | 168 | 10 | 9 |
Calculate the rates from the total counts:
Campaign delivery rate = Tasks delivered on time / Tasks due
Lead completeness rate = Complete lead records / Lead records due
Reporting timeliness = Timely reports / Reports due
| Measure | Calculation | Actual | Illustrative target | Actual minus target |
|---|---|---|---|---|
| Campaign delivery | 21 / 24 | 87.5% | 90.0% | -2.5 percentage points |
| Lead completeness | 168 / 180 | 93.3% | 95.0% | -1.7 percentage points |
| Reporting timeliness | 9 / 10 | 90.0% | 100.0% | -10.0 percentage points |
Percentages and gaps are rounded to one decimal place from unrounded calculations. The targets are choices for this fictional team. They are not industry benchmarks.
The webinar work is the first discussion item because it contains missed delivery deadlines and the late report. That does not establish fault. Read the blocker reasons before deciding whether to change the assistant's process, the approval schedule, or the team's expectations.
In a Google Sheets working copy, label accepted, timely tasks with an explicit Yes field after comparing each completion timestamp with its own deadline. Google's COUNTIFS documentation explains counting records that meet multiple criteria; all criteria ranges must have matching dimensions.
For an assigned-work sheet where column A is campaign, B is eligibility, and C is on-time acceptance, the email-launch numerator is:
=COUNTIFS(A2:A1000,"Email launch",B2:B1000,"Yes",C2:C1000,"Yes")
When the campaign summary above occupies rows 2 through 4, with tasks due in B and on-time tasks in C, the combined delivery rate is:
=SUM(C2:C4)/SUM(B2:B4)
If several teams share that summary, use a team column to filter the counts. Google's SUMIFS documentation supports summing a range subject to multiple criteria. Sum the numerator and denominator separately before dividing.
Check the identities: 21 delivered on time plus 3 exceptions equals 24 tasks due; 168 complete plus 12 incomplete equals 180 leads; 9 timely plus 1 late equals 10 reports. A zero denominator means no eligible work, so show N/A instead of a perfect score. The existing KPI dashboard template provides a general layout for actuals, targets, and status rules.
Covirage is not affiliated with Google.
Suppose the webinar report arrives by its deadline instead. Change only its timely-report count from 2 to 3; every other count stays fixed. The total becomes 10 / 10 = 100.0%, an improvement of 10.0 percentage points.
Campaign delivery remains 87.5%, and lead completeness remains 93.3%. This is why the measures should stay separate. Fixing report timing does not repair missing lead information or late campaign assets.
Bring your campaign register, lead-processing file, and report schedule, or a Google Sheet containing the same records. Covirage maps the columns, and its tools compute and check the rates; the external AI model explains the results with every figure traced to its rows. Create a free Covirage account and bring a sample of your own export.
See metrics governance for the supporting approach to consistent definitions and checks.
Start with campaign delivery, lead completeness, and reporting timeliness when those duties belong to the role. Define the eligible work, deadline, and acceptance rule before measuring. Add measures only when the assistant can influence the result and the source records support it.
Revenue can provide campaign context, but it rarely makes a fair standalone assistant target. Pricing, budget, sales follow-up, and campaign strategy also affect it. Use operational measures for individual accountability and discuss commercial outcomes with the people who control those decisions.
Review the underlying exceptions when work is due, then summarize a consistent reporting period. A monthly scorecard can support a manager discussion, while a shorter work queue helps resolve blockers. Keep deadline changes and exclusions recorded so successive reports remain comparable.
Set the target from the fields needed for the next business action and the information the assistant receives. There is no universal percentage for every lead source. Report missing fields separately from invalid values, and agree how records awaiting external information enter the denominator.