Inventory control, cash flow, pricing, recipe cards, customer records… The day-to-day of running a restaurant involves a whole series of processes, and every one of them needs to be carefully recorded, tracked and analyzed to keep the business healthy.
The most traditional tool for this is the Excel spreadsheet. This software is widely used across every industry to compile, analyze and present data, making management easier. In restaurants, spreadsheets are a great way to keep the whole operation under control.
So how about checking out a few templates and putting them to use right now? Below, take a look at six restaurant spreadsheet templates and download them for free!
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1. Cash Flow Spreadsheet
O cash flow is essential to a restaurant's financial control.
It's how management tracks all the financial transactions of the establishment, controlling the inflows and outflows of money. This way, you can identify whether the business is turning a profit or losing money.
The cash flow spreadsheet for restaurants helps you:
- Control the money coming in and going out
- Get clarity on operating costs
- Understand what's most profitable
- Avoid errors and fraud in the cash register closeout
- Monitor the financial health of the business
- Make better decisions to get better results
See how it works in practice: download the free cash flow spreadsheet now!
2. Restaurant Opening and Closing Spreadsheet
For everything to run smoothly and your restaurant to deliver excellent service, it's essential to have well-defined opening and closing processes for the establishment. The most efficient way to do this is with a checklist in a spreadsheet.
Our restaurant opening and closing spreadsheet template includes a list of the main activities that need to be carried out when starting and ending the shift. It can be edited easily: just add or remove actions according to the needs of your business.
With it, the team can see every activity that has to be done and check whether everything is set to open or close the restaurant, simply and quickly.
Want to try it? Then download the restaurant opening and closing spreadsheet now and bring more efficiency to your operation!
3. Planilha de Ficha Técnica
The recipe card is an essential document not only for correctly calculating the cost of each dish at your restaurant, but also for controlling inventory and buying supplies without generating waste.
Based on the information it contains, you can also identify which menu items generate the most profit.
It also guides the preparation of food and drinks, helping to maintain a quality standard.
With restaurant recipe card spreadsheet, you'll have an editable template to fill in with all your restaurant's products, quickly and easily. Download it now!
4. Inventory Control Spreadsheet for restaurants
O controle de estoque is one of the most complex processes in a restaurant — and also one of the most important.
It involves a range of activities aimed at managing supplies from the moment of purchase through to the sale, ensuring availability and flagging when restocking is needed.
The restaurant inventory control spreadsheet is a tool that makes it easier to monitor goods coming into and going out of inventory. Every movement is recorded in it, making control simpler.
With our spreadsheet template, you'll be able to:
- Keep products from expiring in inventory
- Know which supplies your restaurant can't run out of
- Control outflow and plan purchases better
- Run analyses to devise sales and promotion strategies
Download the inventory control spreadsheet for free!
5. pricing spreadsheet for restaurants
Pricing the dishes and drinks served at your restaurant correctly is very important for good profitability and to keep the business financially healthy.
To do the math, you need to factor in every cost involved in producing each menu item. Although it seems simple, it's very common to forget costs that make a difference in the end and can end up causing losses.
In the pricing spreadsheet for restaurants, you'll find a template to do the math without slipping up. Download it right now!
6. Customer Registration Spreadsheet
Keeping a customer database for your restaurant is a good practice for building sales, promotion and loyalty strategies.
Based on the information collected in the database, you can identify your audience's demographic profile and consumption patterns. That way, you make decisions based on data and stand a much better chance of your actions paying off.
Take a look at our free customer registration spreadsheet template.
Restaurant spreadsheet or restaurant system? When it's time to migrate
Although restaurant spreadsheets are great tools for keeping the operation under control, they have some limitations and may not be as efficient as a restaurant system.
Since data is entered into the spreadsheet manually, it's prone to typos, oversights and even fraud. Over time, the volume of data can get so large that the spreadsheets become heavy and slow to load.
On top of that, using several separate spreadsheets for each of the restaurant's processes makes it harder for information to flow between areas, such as between sales and inventory, for example.
So, if you have a high sales volume and your operation is already more complex, it's worth considering adopting a restaurant management system.
It centralizes your business's information, integrating every area and automating a range of processes.
With that, you get far more efficiency and security, and you can set manual, repetitive tasks aside to focus on strategies to grow your business.
Get to know EPOC and optimize your business management
EPOC is the most complete restaurant system on the market. Here are some of its features:
- PDV for counter service, standard and split tables, individual prepaid and postpaid tabs. With product cards, scales, turnstiles and all-you-can-eat service.
- KDS display to optimize production. It can be integrated with the pickup screen to speed up order handoff at the counter.
- Self-service solutions via kiosk and QR Code. Your customers can browse the menu, place their order and pay with autonomy and freedom.
- Integration with the leading apps for Delivery (Ifood, Rappi, Delivery Direto) and major ERPs (SAP, Everest, Omie)
- Back office with inventory control, recipe cards and a production module.
- Gestão financeira with accounts payable and receivable, cash flow and income statements.
- CRM with customer registration, Loyalty program and exclusive promotions.
If you want to optimize your operation end to end, Request a conversation with our consultants and learn more about EPOC's benefits for your business!
