Winery & Vineyard Profit Tracker Excel — menu and pricing with food cost, a sales log, expenses, and a monthly Profit and Loss dashboard. Know what every item actually pays — and whether the month actually made money.…
About this template
Winery & Vineyard Profit Tracker Excel — menu and pricing with food cost, a sales log, expenses, and a monthly Profit and Loss dashboard. Know what every item actually pays — and whether the month actually made money. Built for winery and tasting-room owners who need to know, bottle by bottle and flight by flight, what a price is really worth after cost — without accounting software. If an item is eating its price in ingredient cost, or delivery commissions are quietly taking the margin, this workbook shows it before the next menu change.
$49
Excel & Google Sheets template — instant download on Etsy
Menu and Pricing — category, ingredient cost, menu price, food cost %, margin per unit, units sold, revenue, and total food cost for every item. Change a cost or a price and the whole workbook follows.
Sales Log — date, item, channel, quantity, unit price, amount, and whether it was paid for every sale batch. Main-item prices are pulled from sheet 1 by formula; comp rows are priced at 0.
Expenses — rent, labor, utilities, packaging, delivery fees, marketing, and other overhead, with a monthly cost for each, including delivery-app commissions and spoilage.
Monthly Profit and Loss — revenue, food cost, rent, labor, utilities, packaging, delivery fees, marketing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Sales Log; food cost is a formula from sheet 1.
Dashboard — total revenue, menu items, units sold, paid vs comp units, average price, food cost, expenses, net profit and margin, best and weakest items, revenue by item, costs by category, and units by item.
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 Winery & Vineyard Profit Tracker track?
The Winery & Vineyard Profit Tracker tracks Menu and Pricing; Sales Log; Expenses; Monthly Profit and Loss; Dashboard.
What do the example numbers show?
The included example shows: 12 items; total revenue 49,020; food cost 12,283; units sold 2,095; comp / unpaid units 20.
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.