Tool

Incrementality test planning template

Basis: contributor columns and surveys covered on this site in October 2026 on incrementality, retail media measurement and vendor lift claims. The template is a structure, not a method guarantee.

1. The question

  • Channel or tactic being tested:
  • Decision this test will inform (cut, hold, grow):
  • Who owns the decision:

2. The design

  • Test type (user holdout, geo holdout, time-based):
  • Test and control groups, and how they are chosen:
  • Duration, and why (include a full buying cycle):
  • Outcome measure (for example contribution profit, not only ROAS):

3. Thresholds agreed in advance

  • Result that would make you increase spend:
  • Result that would make you cut spend:
  • Minimum sample or effect size you need to act:

4. After the test

  • Compare the incremental result with the platform’s reported figure.
  • Record limits: results can change as budgets scale or competitors react.
  • Decide the next test.

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