Catering Business Profit Tracker Excel for your events — events and guests, food cost, and a monthly P and L dashboard. Know what every guest actually earns — and whether the month actually made money. Built for…
About this template
Catering Business Profit Tracker Excel for your events — events and guests, food cost, and a monthly P and L dashboard. Know what every guest actually earns — and whether the month actually made money. Built for caterers and small catering companies who need to know, events by events and guests by guests, what food really costs — without accounting software. If a big community picnic is feeding 180 guests at barely above food cost, this workbook shows it before the next quote goes out.
$49
Excel & Google Sheets template — instant download on Etsy
Clients & Events — client, event type, guests, price per guest, food cost per guest, margin per guest, add-on revenue, and total event revenue, for 12 events.
Event Log — date, client, event or task, guests, price per guest, amount, food cost, and billable flag, for 21 rows in October 2026 (12 events, 8 add-on services, 1 complimentary tasting).
Expenses — item, category, unit, quantity per month, cost per unit, monthly cost, and notes, for 12 expense items.
Monthly P and L — revenue, food cost, staff, rentals, transport, marketing, insurance, supplies and other expenses by month, Jan-Dec, with net profit and margin. Revenue and food cost are formulas from the Event Log.
Dashboard — total revenue, events, guests, billable vs non-billable guests, capacity used, average revenue per guest, food cost, gross profit and margin, expenses, net profit and margin, best and weakest events, revenue by event, costs by category, and guests by event.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Catering Business Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Catering Business Profit Tracker track?
The Catering Business Profit Tracker tracks Clients & Events; Event Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 events; 1295 guests; base revenue 40,145; add-on revenue 1,850; total revenue 41,995.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.
This template is a bookkeeping and planning tool only — not tax, legal, or CPA advice. Built by an accountant: B.S. Accountancy, ASU W. P. Carey.
VickeryFinance — “Know your numbers — without the accounting software.”
Gear that pairs with this tracker
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