Coffee Shop Profit and Inventory Tracker Excel with menu food cost and margin on every drink and pastry, inventory with reorder alerts, daily sales by category, a monthly P and L, and a dashboard. Know what every cup…
About this template
Coffee Shop Profit and Inventory Tracker Excel with menu food cost and margin on every drink and pastry, inventory with reorder alerts, daily sales by category, a monthly P and L, and a dashboard. Know what every cup actually makes — after ingredients — and what is running low before the morning rush.
$39
Excel & Google Sheets template — instant download on Etsy
Drink and Food Costs — ingredient cost, price, food cost percent, margin in dollars and percent, average daily units, and daily revenue for 14 menu items. Change a price or a cost and every margin follows.
Inventory — ingredient and supply, unit, on hand, reorder point, cost per unit, stock value, and a LOW STOCK flag when you hit the reorder point. The Dashboard names the low items.
Daily Sales — one row per day: covers, drinks revenue, food revenue, total revenue, average ticket, ingredient cost, and gross profit. Example covers June 2026, 30 days.
Monthly P and L — revenue, ingredient cost, rent, labor, utilities, marketing, supplies, loan payment, net profit, and margin for each month, Jan-Dec. June is actuals from the Daily Sales sheet; other months use daily revenue times days open times a seasonal factor.
Dashboard — June and annual revenue, profit and margin, average ticket, best sellers by revenue and by units, busiest day, stock value, and low-stock items.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
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 Coffee Shop Profit & Inventory Tracker track?
The Coffee Shop Profit & Inventory Tracker tracks Drink and Food Costs; Inventory; Daily Sales; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: Daily (menu sheet): 250 units sold, revenue 1,216.50, ingredient cost 213.40, food cost 17.5 percent, margin 82.5 percent. Best seller is the Latte: 38 units a day, 199.50 in daily revenue. Drip Coffee has the lowest food cost at 11.7 percent; the Breakfast Sandwich is the highest at 28.0 percent.
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.”
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