Download the free Restaurant KPI Excel template
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What you have, and what to do next
What is in the file: a How To Use sheet, a Monthly Data Entry sheet (12 months), a Calculated KPIs sheet with 17 restaurant KPIs, a six-month colour-coded Dashboard, and a Targets & Benchmarks sheet where you set your own targets. It opens in Excel, Google Sheets or Numbers; no macros.
Your first 30 minutes:
- Open Monthly Data Entry and fill in last month from your POS sales report, supplier invoices, payroll total and a stock value. Leave anything you do not have blank.
- Go to Targets & Benchmarks and change the targets in column B to what makes sense for your concept — the reference ranges are rules of thumb, not standards.
- Read the Dashboard. Anything red is the first thing to look into; the restaurant KPI guide explains what moves each number.
- Put a monthly reminder in the calendar for the day after payroll and the stock count.
Where to read next: food cost percentage, labor cost, average check and break-even are the four most owners start with.
When the monthly numbers are not enough
The template tells you what your numbers are. The Restaurant Performance System is built to tell you, every week, which number moved and what to check, which issue matters most in dollars, and the one action to take — Input → KPI → Diagnosis → Priority → Action, in about 15 minutes. It uses the same KPI definitions as this template, so nothing you enter here is wasted.