v3 · Investor-ready · Audit-ready
15 consultant-grade Excel workbooks for restaurant and cafe operators.
Built the way a senior analyst, finance lead, or board reviewer would build them. Every workbook ships with a Dashboard, Inputs, Calc, Audit Checks, Scenarios, Action Plan, Assumptions, KPI Glossary, README, and Document Control — a 10-tab structure designed for monthly review, lender packs, franchise governance, and investor diligence.
Currency-neutral by default. Real formulas (CAC, ROAS, payback, contribution-margin ROI, prime cost, gross margin, LTV/CAC, sensitivity heatmaps, weighted health scores). Conditional formatting and traffic lights surface drift before it becomes damage. Sample data is illustrative — replace it with yours and the dashboard recalculates.
Performance
Weekly KPI dashboard with prime cost, gross margin, repeat rate, and a single weighted operating health score. CEO weekly flash report with WoW and store movers.
Commercial
Marketing ROI calculator with LTV/CAC, kill list, sensitivity heatmap. Annual budget control with planned vs actual, channel mix, contribution ROI.
Store level
Store launch control tower with GO / NO-GO score across 13 workstreams. Local store marketing planner with trade-area clusters and per-tactic ROI.
Scale
Franchise rollout governance with per-store readiness score. Delivery aggregator audit with per-listing WIN / FIX / CRITICAL verdict. GBP audit with weighted local-SEO scorecard.
Toolkit library · 15 workbooks
The full v3 pack — board-ready, audit-ready, operator-friendly.
Strategy brief
Excel · v3 · investor-readyRestaurant brand positioning brief
A boardroom-grade brand clarity workbook. Brand canvas, personas, competitor matrix, proof points, weighted brand-clarity score (0–100), section health flags, audit checks, scenarios, and action plan. Built so a third party can read your positioning and stress-test it.
Founder-led cafes, new concepts, and operators repositioning a store that feels commercially active but strategically vague.
Annual plan
Excel · v3 · investor-readyAnnual restaurant marketing plan
A strategic 12-month operating plan: initiatives by month, channel, owner, objective, KPI, and readiness %. Rolls up to channel mix, objective mix, monthly load, and a single plan-readiness score. Pairs cleanly with the Annual Marketing Budget Planner for spend tracking.
Operators who need a proper 12-month marketing rhythm instead of a reactive list of ad hoc promotions.
Tracker
Excel · v3 · investor-readyRestaurant promotion tracker
Per-promotion governance with matched-period baseline, incremental revenue, cannibalisation %, gross profit, net contribution after promo cost, and contribution ROI. Auto-flags WIN, HOLD, and KILL candidates so margin stops being subsidised by existing demand.
Restaurant teams running recurring offers, bundle pushes, daypart campaigns, or seasonal activations that need a commercial feedback loop.
Content system
Excel · v3 · investor-readyCafe content calendar
A content operations system with pillars, formats, platforms, owners, approvers, production status, and post-publish performance. Rolls up to per-pillar reach, per-platform engagement, top performers, and pipeline health — so the calendar stops drying out at week 3.
Cafe and restaurant teams who want content to feel like a repeatable system rather than last-minute posting pressure.
Budgeting
Excel · v3 · investor-readyAnnual marketing budget planner
A finance-grade budget control model: planned vs actual by month and channel, variance, utilisation, blended ROAS, and contribution-margin ROI. Surfaces overspend before it gets out of hand and gives a CFO the channel-mix and monthly-burn views they will ask for.
Founders, marketing managers, and multi-unit teams who need budget discipline before channel spend starts drifting.
Measurement
Excel · v3 · investor-readyMarketing ROI calculator
Campaign-level ROI: per-row CAC, ROAS, payback, contribution-margin ROI, plus an LTV/CAC table, an automatic kill-list of unprofitable campaigns, and a 2-D sensitivity heatmap on AOV × gross margin. The model a marketing lead uses to defend spend to finance.
Operators who want to review campaign economics like a commercial lead, not just celebrate impressions and traffic.
Launch
Excel · v3 · investor-readyStore launch marketing checklist
A launch control tower across 5 phases (pre-launch 90-30 / 30-7, launch week, post-launch wk 1-4, month 2-3) and 13 workstreams (permits, landlord, fit-out, hiring, brand, local marketing, digital, PR, CRM, aggregator, ops, day-1 trade plan). Risk register + GO / NO-GO score.
Teams opening a new outlet that need launch control across digital, local, and in-store activation before the first month slips away.
Local marketing
Excel · v3 · investor-readyLocal store marketing planner
Maps trade-area clusters (offices, residential, schools, malls, hospitals, transport, hotels) and assigns hyperlocal tactics. Per-tactic CAC and contribution, per-cluster rollup, and a single management view of where local marketing is paying back vs leaking budget.
Single-outlet stores and branch marketers who need a sharper local demand plan than “boost a few posts and hope”.
Delivery
Excel · v3 · investor-readyDelivery & aggregator audit
Per-platform per-store audit across 8 dimensions (menu visibility, photography, rating, delivery time, discount, commission, cancel, AOV). Single 0-100 score, monthly economics net of commission and discount, and per-listing WIN / HOLD / FIX / CRITICAL verdict.
Delivery-first brands and multi-channel stores that need to improve aggregator quality without wrecking channel contribution.
CRM & loyalty
Excel · v3 · investor-readyCRM & loyalty campaign planner
RFM-style segments (Champion, Loyal, At-risk, Lapsed, Hibernating, New) combined with a per-campaign returns calculator. Surfaces value concentration, inactivity risk, programme ROI, and which lifecycle moments actually compound — so you stop subsidising the inactive.
Restaurant teams trying to increase repeat visits with better segmentation, timing, and campaign accountability.
Local SEO
Excel · v3 · investor-readyGoogle Business Profile checklist
30 weighted audit items across 10 categories (basics, hours, categories, photography, posts, reviews, Q&A, menu, local-pack signals, tracking). Category scores + overall GBP audit score + action callouts so a multi-location brand can drive local without guessing.
Independent operators and multi-store teams who need store discovery, map visibility, and profile governance handled properly.
Franchise rollout
Excel · v3 · investor-readyFranchise campaign rollout tracker
Per-store deployment audit across 8 checkpoints (assets received, brief signed, launch date set, signage, PR, aggregator, CRM, local promo). Per-store readiness score, per-region rollup, per-checkpoint compliance, and a single GO / NO-GO programme score.
Franchise-led and multi-unit brands trying to keep central campaign control without losing local execution quality.
Dashboard
Excel · v3 · investor-readyRestaurant KPI dashboard template
13-week weekly performance pack. 12 KPIs (sales, transactions, AOV, footfall conv, delivery mix, prime cost, gross margin, marketing %, repeat rate, complaints) vs target, with a weighted operating health score (0-100) — the single number a CEO or board reviews.
Operators and growth leads who need one management view of demand, retention, and channel performance across the trading week.
CEO weekly pack
Excel · v3 · investor-readyWeekly flash report
A one-page CEO / investor weekly pack. This week vs target, sales WoW, top + bottom store movers, blended marketing ROAS, four CEO call-outs, plus a structured slot for risks and opportunities so the weekly review is disciplined, not anecdotal.
Founders, CEOs, CFOs, operators, and investors running a weekly performance cadence — single-store or multi-unit.
Need more than templates?
Use the toolkit as a starting point, then tighten it to your actual operating model.
The files are intentionally practical, but every business has its own mix of store realities, delivery pressure, brand ambition, and reporting needs. If you want a version tailored to your concept, store count, or growth stage, use the audit or strategy-call path.