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About this checklist
Download our Retail Daily Checklist, a ready-to-use PDF and Excel template that turns a quick store walkthrough into consistent, actionable insight. Every check adds to a clear picture of what’s working and what needs attention, so you can stop guessing and start knowing.
Who it’s for
- Store managers: use it to guide daily open and close routines, keeping standards high and the store customer-ready.
- Area or regional managers: complete it during visits to ensure consistency across sites and make performance measurable.
- New store leaders: learn what “good” looks like and focus attention where it counts most.
- L&D and compliance teams: track service quality, safety checks, and team behaviour all in one place.
When to complete it
- Daily store opens and closes: keep standards consistent and spot recurring issues early.
- After promotions or campaign launches: check execution and confirm the store is set up for success.
- During training and onboarding: use it to coach new team members and reinforce good habits.
- Following performance dips or feedback: understand what’s changed and coach improvements in the moment.
What it covers
| Section | Typical checks |
|---|---|
| Daily metrics | Record sales, footfall, queue time, and average basket size to measure performance. |
| Opening checks | Storefront appeal, team brief, safety review, lighting, and music setup. |
| Sales floor | Merchandising, pricing accuracy, and promo execution from a customer’s eye view. |
| Stock management | Delivery processed, replenishment done, waste logged, and high-shrink items secured. |
| Customer experience | Service standards, cross-sells, payment speed, and feedback collection. |
| Closing tasks | Cash reconciliation, waste staging, maintenance logging, and handovers complete. |
Each line is a simple tick, yes/no, or quick score, with space for comments and photos. On a tablet, it takes just 15–20 minutes: short enough for a quick walkaround, detailed enough to coach from.
Why it matters
Consistency: everyone follows the same structure, so standards stay high across every shift and store.
Focus: clear prompts mean managers spend more time supporting their team and less time second-guessing.
Insight: results build over time, showing patterns that help you act before small issues grow.
Performance: coaching is based on evidence, not opinion, creating better conversations and outcomes.
Customer experience: confident, well-prepared teams deliver smoother service and happier customers.
How to roll it out
- Download the checklist: get your free PDF or Excel version and brand it in minutes.
- Brief your team: a short walkthrough explains what’s being checked and why.
- Capture insight: photos and comments add context while scores track trends.
- Spot the patterns: drop data into a shared dashboard to see wins and hotspots.
- Coach in the moment: use findings for quick huddles or one-to-ones.
- Celebrate success: recognise top scores and standout service to reinforce what good looks like.
Ready to get started?
Download the free Retail Daily Checklist now and turn your daily checks into real performance insight. No strings, just a practical tool to help you and your team work smarter every day.
Created by Ocasta — the team behind the Frontline Operations Platform that helps retailers turn knowledge into action in every moment.
Ocasta’s Frontline Operations Platform brings together knowledge, learning, checklists, coaching, and comms. It gives your teams the know-how to perform brilliantly in every moment, and gives you the visibility to keep improving with confidence.
Included questions
Here's what's included in this checklist:
Daily Metrics (8)
Capture today's key trading numbers before starting checks.
-
Unit
Daily sales revenue
Total sales revenue recorded so far today. Tracking this figure highlights trading performance against daily targets and informs promotional decisions.
Scorable -
Unit
Customer footfall today
Number of visitors who have entered the store. Monitoring footfall helps align staffing levels and engagement plans with customer traffic.
Scorable -
Percentage
Conversion rate today
Current conversion rate from visitors to transactions. Maintaining a strong conversion rate indicates effective selling and responsive service.
Scorable -
Unit
Average transaction value
Average value of today's transactions. Understanding basket value supports decisions on upselling, promotions, and merchandising focus.
Scorable -
Unit
Average basket size
Average number of items per transaction. Tracking basket size highlights cross-selling success and product mix opportunities.
Scorable -
Number
Click & collect orders ready
Count of click and collect orders prepared for pickup. Staying on top of fulfilment avoids delays and protects customer satisfaction scores.
Scorable -
Unit
Average queue wait time
Average queue wait time observed today. Shorter waits improve the customer experience and reduce abandonment at the tills.
Scorable -
Yes/No
Opening float verified?
Confirm the opening float has been counted and reconciled. Accurate floats prevent till discrepancies and speed up end-of-day cashing up.
Comments Images Scorable
Opening Checks (10)
Ensure the store is trade-ready before customers arrive.
-
Vibe
Storefront presentation
Rate the cleanliness and visual appeal of the storefront and entrance. A welcoming exterior draws customers in and sets expectations for their visit.
Comments Images Scorable -
Yes/No
Security alarm reset correctly?
Check that the alarm system was disarmed without triggering faults. A smooth reset prevents unnecessary delays and preserves security integrity.
Comments Images Scorable -
Yes/No
Walkways clear and hazard free?
Confirm aisles, entrances, and fire exits are unobstructed. Clear walkways protect customers and staff and reduce liability risks.
Comments Images Scorable -
Yes/No
Lighting and music set correctly?
Verify store lighting, scent, and music match brand guidelines. Consistent ambiance enhances dwell time and buying mood.
Comments Images Scorable -
Yes/No
Digital signage updated?
Ensure digital screens and point-of-sale messaging show today's promotions. Up-to-date content reinforces campaigns and boosts attachment sales.
Comments Images Scorable -
Yes/No
Cash drawers prepared?
Check that each till has floats, receipt rolls, and bags ready. Prepared tills minimise customer wait times during peak trading.
Comments Images Scorable -
Yes/No
Click & collect area ready?
Verify the collection point is tidy, stocked with bagging materials, and labelled. A smooth pickup experience drives repeat omnichannel purchases.
Comments Images Scorable -
Yes/No
Daily safety checks completed?
Confirm manual handling aids, fire extinguishers, and first aid kits have been inspected. Routine checks maintain compliance and readiness for incidents.
Comments Images Scorable -
Yes/No
Temperature and HVAC reviewed?
Check that heating or cooling settings keep the sales floor comfortable. Optimal temperature supports dwell time and protects sensitive stock.
Comments Images Scorable -
Yes/No
Team brief delivered?
Confirm a briefing has outlined daily targets, promotions, and priorities. Clear communication aligns the team and improves execution.
Comments Images Scorable
Sales Floor (10)
Walk the shop floor to validate merchandising and service readiness.
-
Vibe
Fixture fill levels
Rate how well fixtures are filled and faced up. Full displays reduce walkaways and highlight best sellers.
Comments Images Scorable -
Yes/No
Promotional bays executed?
Check that promotional bays and feature ends follow planograms. Accurate execution maximises promotional ROI and compliance.
Comments Images Scorable -
Yes/No
Pricing accurate?
Verify shelf edge labels and digital price tags match POS data. Accurate pricing prevents customer disputes and protects margin.
Comments Images Scorable -
Yes/No
Impulse zones ready?
Ensure till point and queue line fixtures are tidy and fully stocked. Effective impulse merchandising boosts add-on sales.
Comments Images Scorable -
Yes/No
Fitting rooms ready?
Check fitting rooms are clean, lit, and stocked with size markers. Well-presented fitting rooms improve conversion in apparel categories.
Comments Images Scorable -
Yes/No
Visual merchandising refreshed?
Confirm focal displays and mannequins reflect today's campaign. Fresh visuals keep the experience inspiring and relevant.
Comments Images Scorable -
Vibe
Sales floor cleanliness
Rate the cleanliness of floors, fixtures, and customer touchpoints. Clean environments support brand perception and hygiene standards.
Comments Images Scorable -
Yes/No
Accessibility compliant?
Ensure accessibility features such as ramps and signage are clear and usable. Inclusive layouts broaden customer reach and meet legal obligations.
Comments Images Scorable -
Yes/No
Seasonal table stocked?
Check seasonal or promotional tables are full and ticketed. Spotlighting seasonal stories drives urgency and lifts category sales.
Comments Images Scorable -
Yes/No
Damaged goods removed?
Confirm damaged or recalled items are taken off the sales floor. Removing risks protects customers and prevents compliance breaches.
Comments Images Scorable
Stock Management (10)
Review stockroom controls and replenishment discipline.
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Yes/No
Latest delivery processed?
Check that today's delivery has been received, checked, and booked in. Prompt processing keeps stock accurate and reduces shrink.
Comments Images Scorable -
Yes/No
Replenishment cycle completed?
Confirm scheduled replenishment from the stockroom has been actioned. Regular top-ups prevent gaps and protect sales.
Comments Images Scorable -
Vibe
Stockroom layout orderliness
Rate the organisation and accessibility of the stockroom. A tidy layout speeds replenishment and reduces damage risks.
Comments Images Scorable -
Yes/No
Cycle count completed?
Verify scheduled cycle counts have been finished and variances investigated. Routine counts maintain data integrity and deter theft.
Comments Images Scorable -
Yes/No
Top sellers stocked?
Ensure top-selling lines have on-hand stock in both stockroom and sales floor. Prioritising best sellers prevents missed revenue.
Comments Images Scorable -
Yes/No
Markdowns actioned?
Check markdown or clearance actions have been executed and recorded. Timely markdowns free space and recover cash from slow movers.
Comments Images Scorable -
Yes/No
Returns processed?
Confirm customer returns are processed, re-ticketed, and either resalable or quarantined. Efficient handling protects inventory accuracy.
Comments Images Scorable -
Yes/No
High shrink items secured?
Check high-risk SKUs are locked, tagged, or displayed according to policy. Strong controls reduce shrink and protect margin.
Comments Images Scorable -
Yes/No
Waste logged?
Ensure damaged, expired, or unsellable goods are recorded and disposed of correctly. Accurate waste logging supports compliance and loss analysis.
Comments Images Scorable -
Text
Stock exceptions to report?
Note any stock variances or supplier issues requiring follow-up. Documenting exceptions ensures timely resolution and prevents recurrence.
Customer Experience (8)
Observe team interactions and service standards throughout the day.
-
Vibe
Greeting standard
Rate how consistently customers are greeted within the first few steps. Warm greetings set the tone for engaging service.
Comments Images Scorable -
Vibe
Needs assessment quality
Assess how well colleagues ask open questions to understand customer needs. Strong discovery enables tailored recommendations and higher conversion.
Comments Images Scorable -
Yes/No
Cross-sell attempted?
Check whether team members suggest complementary products. Cross-selling increases basket value and enhances the shopper experience.
Comments Images Scorable -
Vibe
Service speed
Rate the speed of assistance at key service points. Fast support reduces abandonment and improves customer sentiment.
Comments Images Scorable -
Yes/No
Payment process efficient?
Verify tills, mobile payment devices, and receipt printers are operating smoothly. Efficient payment experiences keep queues moving.
Comments Images Scorable -
Yes/No
Customer feedback collected?
Check if customer feedback tools or prompts are in use today. Active feedback loops surface insights and highlight service wins.
Comments Images Scorable -
Yes/No
Service recovery observed?
If an issue occurred, was it resolved following the service recovery process? Effective recovery retains loyalty and protects brand advocacy.
Comments Images Scorable -
Text
Experience highlights or issues?
Capture standout examples of great service or areas needing attention. These insights support coaching and celebrate best practice.
Closing Tasks (8)
Confirm close-of-trade routines are complete and the store is secure.
-
Yes/No
Cash reconciliation complete?
Ensure each till is counted, signed off, and banked according to policy. Accurate reconciliation prevents loss and supports audit readiness.
Comments Images Scorable -
Yes/No
Daily reports submitted?
Verify trade, incident, and cash reports are completed and shared. Timely reporting keeps leadership informed and supports trend analysis.
Comments Images Scorable -
Yes/No
Stockroom secured?
Check stockroom doors, cages, and high-value cabinets are locked. Secure storage overnight reduces theft risk.
Comments Images Scorable -
Yes/No
Sales floor reset?
Ensure fixtures are faced up, fitting rooms cleared, and shop floor tidied. Resetting nightly reduces morning preparation time.
Comments Images Scorable -
Yes/No
Waste and returns staged?
Confirm waste, recycling, and supplier returns are bagged and staged for collection. Organised staging prevents missed pickups and keeps back-of-house clean.
Comments Images Scorable -
Yes/No
Maintenance issues logged?
Verify any maintenance needs discovered today are logged with photos. Prompt logging accelerates fixes and avoids compounding damage.
Comments Images Scorable -
Yes/No
Final security walk completed?
Confirm the duty manager has completed a final walk, checking doors, safes, and alarms. A thorough close secures the business overnight.
Comments Images Scorable -
Text
Handover notes prepared?
Document any follow-up actions or messages for the next shift or store manager. Clear handovers keep momentum and ensure accountability.