Annual Budget & Break-Even Planner: Restaurant Budget Spreadsheet

Know the covers you need every month. Build the year's budget from days open, covers and average spend. See the covers per day you need to break even, then track the actual results against the plan.

What's inside

• Budget: twelve months of sales, food and drink cost, labour, eight fixed cost lines, card fees and operating profit
• Break-even: break-even sales and covers per day for every month, with the headroom marked OK, Tight or Below
• Actual: monthly results from your accounts against the budget, marked On plan or Below plan
• Summary: the year at a glance and a chart of budget against actual sales

Good to know

• Works in Excel, Google Sheets and LibreOffice, in any currency
• Start Here guide and a full-year worked example
• Pairs with the Manager's Weekly KPI Report

Works well with

• 13-Week Cash Flow Forecast
• Manager's Weekly KPI Report

Read: The weekly numbers every restaurant manager should review

All 25 tools in one download: Complete Restaurant Collection

Created by Kali Safwat for The Off-Menu Circle.

Digital download (.xlsx). You'll receive the file instantly after purchase.