Menu Engineering Worksheet

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How to use (60–90 minutes)

  1. Export a sales report for the last 4–8 weeks.
  2. Fill in the worksheet table for your top 20–50 items.
  3. Calculate contribution margin + classify each item.
  4. Write your action plan (what changes next menu cycle).

Worksheet (fill-in)

Category Item Price Plate cost CM (Price−Cost) Qty sold Total CM Complexity (L/M/H) Travel score (1–5) Class (Star/PH/Puz/Dog) Decision

Classification rules (simple)

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Set your thresholds using your data:

  • High popularity: above median Qty sold
  • High profitability: above median Contribution Margin (CM)
  • Star: high pop + high profit → feature + protect quality
  • Plowhorse: high pop + low profit → re-portion / re-price / add-ons
  • Puzzle: low pop + high profit → rename / reposition / photo / staff script
  • Dog: low pop + low profit → remove or replace

Action Plan (premium)

Category Item Issue Action Owner Due date