Advanced Restaurant Menu Engineering Matrix Form

Business Type: Fine Dining / High-Volume Hospitality


The Goal: To find the "Stars" (High Profit, High Popularity) and the "Dogs" (Low Profit, Low Popularity).


1. The Strategy (The Logic)

  • Contribution Margin (CM): Menu Price minus Recipe Cost. This is the actual cash left to pay the rent.
  • Popularity Index: How many units were sold compared to the average of all items.
  • The Matrix Logic:
    • High Profit + High Popularity = STAR (Leave it alone.)
    • High Profit + Low Popularity = PUZZLE (Needs better marketing.)
    • Low Profit + High Popularity = PLOWHORSE (Price increase needed.)
    • Low Profit + Low Popularity = DOG (Remove from menu.)

2. The Advanced Menu Table (With Numbers)

Menu Item

Units Sold

Recipe Cost

Menu Price

Contribution Margin (CM)

Total Gross Profit per Item

Menu Matrix Status

Ribeye Steak
150
$12.50
$38.00
$25.50
$3,825.00
⭐ STAR
Pasta Primavera
120
$3.50
$18.00
$14.50
$1,740.00
🐎 PLOWHORSE
Ahi Tuna Tartare
45
$7.00
$26.00
$19.00
$855.00
🧩 PUZZLE
Grilled Chicken
60
$6.00
$16.00
$10.00
$600.00
🐕 DOG
TOTALS
375
 
 
 
$7,020.00
 

Total Gross Profit

$7,020.00

Total Units Sold

375

Average Sales

93.75

Weighted Average CM

$18.72

Form Template Insights

Please remove this form template insight sections before publishing.

The Formulas

A. The Contribution Margin (Column E)

  • Formula: =(Menu Price - Recipe Cost)
  • The Insight: Even though the Pasta has a better food cost %, the Ribeye brings in nearly double the actual cash ($25.50 vs $14.50).

B. The Matrix Logic (The "Brain" of the Form)

This formula compares each item against the Average CM ($18.72) and Average Sales (93.75).

  • Formula (Simplified): =IF(AND(CM > AvgCM, Sales > AvgSales), "STAR", IF(AND(CM > AvgCM, Sales < AvgSales), "PUZZLE", IF(AND(CM < AvgCM, Sales > AvgSales), "PLOWHORSE", "DOG")))

C. Visual Alerts (Conditional Formatting)

  • Blue Background: ⭐ STAR (These are your "Money Makers").
  • Yellow Background: 🧩 PUZZLE (Tastes great, high profit, but nobody is ordering it—tell the servers to push this!).
  • Red Text: 🐕 DOG (These are taking up space in your fridge and on your menu—kill these items).

D. The Weighted Average CM

Use the SUMPRODUCT function to find the Weighted Average instantly:

  • Formula: =SUMPRODUCT(Sales Range, CM Range) / SUM(Sales Range)

Why this is "Expert Level" for your Platform

  1. Decision Support: A Chef usually thinks a dish is good if it "tastes great." This form tells the Chef if the dish is actually paying the bills.
  2. Dynamic Benchmarking: As the restaurant gets busier or food prices change, the Average CM and Average Sales update automatically. A "Star" today might become a "Plowhorse" tomorrow if inflation eats the margin.
  3. Marketing Strategy: It tells the owner exactly where to spend their energy. You don't need to discount "Stars," but you might want to run a "Daily Special" on a "Puzzle" to move it into the Star category.
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