Marketing Performance Review Template

A complete performance review template for demand gen, content, brand, and marketing operations roles. Connects marketing activity to business outcomes and cross-team impact.

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IC Track (Demand Gen / Content / Brand / Marketing Ops)

Individual Contributor Template

1. Pipeline & Revenue Contribution

Marketing-sourced and marketing-influenced pipeline. Quality of leads generated vs. conversion downstream.

Exceeds Marketing-sourced pipeline exceeds target. Lead quality results in above-average MQL-to-SQL rates. Clear attribution to closed revenue.
Meets Pipeline contribution meets target. Lead quality is acceptable. Attribution is tracked and directionally accurate.
Below Pipeline misses consistently. Lead quality issues flagged by Sales. Attribution is unclear or inconsistently tracked.
Example phrases:
  • "Launched the ABM program that sourced 38% of Q3 enterprise pipeline—highest contribution in two years."
  • "Webinar series generated 240 MQLs with a 34% MQL-to-SQL rate, 12 points above team average."

2. Execution Quality

On-time delivery, production quality, and brief adherence for campaigns, content, and programs.

Exceeds Consistently delivers on time with high quality. Proactively identifies risks before they affect launch. Work requires minimal revision.
Meets Campaigns and content launch on schedule. Quality is solid and meets brand standards. Minor scope or timeline issues are escalated early.
Below Launches are frequently delayed or require significant rework. Quality issues affect downstream teams (Sales, CS). Risks surface late.

3. Cross-Team Collaboration

Partnership with Sales on enablement, with Product on launches, and responsiveness to internal stakeholders.

Exceeds Sales team proactively requests their collateral. Product relies on them for launch comms. Consulted cross-functionally beyond their formal remit.
Meets Works effectively with Sales and Product. Delivers enablement materials on time. Responds to cross-team requests promptly.
Below Sales team doesn't use materials without prompting. Product team works around marketing on launches. Cross-team friction is recurring.
Example phrases:
  • "Built the competitive battlecard library that Sales referenced in 60% of deals—measurable impact on win rate."
  • "Coordinated the product launch across 6 teams without a single missed deadline—exceptional cross-functional ownership."

4. Data-Driven Decision Making

Use of data to optimize campaigns, test hypotheses, and allocate budget or effort.

Exceeds Runs structured tests. Decisions are backed by data, not intuition. Identifies trends before the team does. Shares insights that improve others' work.
Meets Reviews performance data regularly. Adjusts campaigns based on results. Reports accurately on program metrics.
Below Relies on gut feel. Under-reports performance or reporting is inconsistent. Doesn't adjust based on data signals.
Manager Track (Marketing Manager / VP Marketing / CMO)

Marketing Manager Template

1. Team Pipeline Performance

Marketing team's aggregate contribution to pipeline and revenue. Program portfolio performance.

Exceeds Team consistently exceeds pipeline targets. CAC is improving. Attribution model is clean and trusted by Sales and Finance.
Meets Pipeline targets generally met. Program portfolio is diversified. Attribution is tracked and reported consistently.
Below Pipeline misses are recurrent. Heavy reliance on one or two channels. Attribution is disputed by Sales or Finance.

2. Team Development & Retention

Growth and retention of direct reports. Flight risk in the marketing team.

Exceeds Team members are growing and promoted at strong rates. Attrition is low. Confirm flight risk signals are healthy. Top performers stay.
Meets Development is visible. Attrition is at company average. Team members know their growth path.
Below High turnover in the team. No clear development framework. Top performers are leaving for competitors.

3. Strategic Alignment with Business

Degree to which marketing strategy maps to company priorities, ICP, and revenue goals.

Exceeds Marketing strategy directly advances company revenue goals. Positioned as a strategic partner by leadership. Plans are credible and executed.
Meets Marketing plan aligns with company goals. Priorities are communicated clearly. Delivers on committed programs.
Below Marketing strategy disconnected from revenue priorities. Plans change frequently without clear rationale. Leadership lacks confidence in marketing execution.

Marketing reviews that show the full picture.

Confirm surfaces cross-functional collaboration data, flight risk signals, and calibrated ratings across your entire marketing org—so reviews aren't just based on pipeline numbers.

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time saved on performance reviews
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reduction in rating bias
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review completion rate
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