Menu Profit Maximizer Worksheet

08

Turn Your Menu Into a 2026 Profit Engine

With operations stabilizing and automation on the horizon, it’s time to boost the revenue side. The Menu Profit Maximizer Worksheet helps you spot underpriced winners, hidden losers, and quick changes that can lift profit across your venues.

Use it with your existing menu, POS data, and COGS. One focused working session: ~30–45 minutes.

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So far, you’ve mainly attacked waste, leaks, and chaos:

  • Baseline and COGS / variance leaks (Days 1–2)
  • Operational and workflow issues (Days 3–5)
  • Cost trends and manual work (Days 6–7)

Day 8 shifts the focus:

“With operations stabilizing, it’s time to increase revenue. Start with your highest-impact profit lever: your menu.”

Most groups leave serious money on the table because:

  • High-margin items aren’t highlighted or pushed
  • Low-margin “favorites” dominate sales mix
  • Pricing doesn’t reflect 2026 cost reality
  • Menus are designed for aesthetics, not profit

This worksheet fixes that.

What’s Inside the Menu Profit Maximizer Worksheet

You’ll get a structured, step‑by‑step process to:

  • Map your menu items
    • Pull top sellers from your POS (by category)
    • Add COGS per item using the work you’ve done in earlier days
  • Classify each item by performance
    • Stars: high margin, high volume
    • Plowhorses: low margin, high volume
    • Puzzles: high margin, low volume
    • Dogs: low margin, low volume
  • Identify your biggest opportunities
    • Where a small price increase is safe and meaningful
    • Which “dogs” to kill, shrink, or de‑emphasize
    • Which stars and puzzles to feature harder (menu placement, server focus, promos)
  • Quantify impact
    • See how a few percentage points of mix shift or price change affect monthly and annual profit
    • Tie it back to your 2026 profit target from Day 1

You finish with a clear, prioritized list of menu changes that move real dollars, not guesswork.

See How Operators Win with WISK

Why Day 8 Matters

  1. Export your top‑selling items by category from your POS.
  2. Pull COGS per item (or best estimate using your current recipe / cost data).
  3. Fill out the worksheet and classify each item.
  4. Circle:
    • 2–3 items to raise in price
    • 2–3 items to feature harder
    • Any obvious dogs to remove or shrink
  5. Decide on a target date to test these changes in one venue or across the group.

You’re designing your menu with a calculator, not just with taste and habit.

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How to Use It Today

To get the most from Day 1, have this ready:

Latest P&L (last full month or last 12 months)

POS summary for sales by category (food, bev, etc.)

Any internal COGS / inventory reports you already use

If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.

  • Days 1–7: You focused on stopping leaks and removing manual work.
  • Day 8 (today): You turn your menu into a deliberate profit lever for 2026.
  • Day 9: You’ll tackle the #1 metric operators misunderstand: actual vs theoretical, and how it ties back to everything you’ve done so far.

We’re now combining tighter operations with smarter revenue design.

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How Day 8 Fits Into Your 12-Day Journey

To get the most from Day 1, have this ready:

Latest P&L (last full month or last 12 months)

POS summary for sales by category (food, bev, etc.)

Any internal COGS / inventory reports you already use

If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.

DOWNLOAD NOW

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Want Us To Walk Through Your Baseline With You?

See How WISK Would Work in Your Business. In a short live demo, we’ll:
  • Show how invoices, inventory, and purchasing all connect in one place

  • Highlight where your current process is leaking time and margin

  • Map what a simple 2026 rollout could look like for your venues

We’ll walk you through the platform, answer your questions, and you decide if it makes sense to move forward.