Monthly wine list review template
A structured process to review your list each month: what works, what doesn't, what to change and what to investigate. Move from managing by intuition to managing with method.
The downloadable file is in English.
How often do you systematically review your wine list?
Most restaurants only review their list when a supplier stops serving something or when the sommelier decides to. Without a periodic process, problems accumulate: dead wines, outdated prices, lost opportunities and a list that ages without anyone noticing.
No review calendar: reviewed 'when it's time'
References that haven't sold for months still occupy space
Supplier prices that have changed but retail prices haven't updated
Seasonal opportunities lost due to lack of planning
What's included in the template
A monthly working document with 5 blocks covering the complete list review cycle.
Performance analysis
Top 10 and bottom 10 references by month sales
References with no movement in the last 30 and 60 days
Evolution of average ticket in wine vs previous month
Ratio of tables ordering wine and evolution
Pricing review
Verification of updated purchasing costs
Detection of margins below target by reference
Analysis of price ladder consistency
Recommended adjustments for next month
Rotation and composition
Candidates to remove (low rotation + low margin)
Gaps detected: styles, regions or price brackets not covered
New candidate references to enter (with selection criteria)
Review of glass vs bottle balance
Seasonality and opportunities
Seasonal wines to incorporate or highlight next month
Events, holidays or special menus requiring adjustments
Seasonal pairings to communicate to service team
Rotation opportunities: liquidate slow-moving stock in events
Action plan
Summary of decisions: what enters, what leaves, what changes price
Responsible person and implementation date for each action
Communication to service team: what they need to know for next month
Objectives for next month: average ticket, sales, rotation
Who is this resource for
- Sommeliers and purchasing managers wanting a systematic process
- Restaurant managers needing monthly list visibility
- Owners wanting to stop managing by inertia
- Restaurant groups needing a review standard for all locations
When to use it
- First Monday of each month as management routine
- Before making distributor orders
- After high-activity periods (Christmas, summer, holidays)
- When adding new wines or changing seasonal list
What this resource gives you
Proactive management
Stop reacting to problems and start anticipating with monthly process.
Data, not intuition
Every list decision is based on actual performance, not feelings.
Protected margin
Detect cost/pricing gaps before they erode profit.
Frequently asked questions
How long does the monthly review take?▾
With prepared data, between 45 and 90 minutes. It's a minimal investment to avoid much more costly problems.
Do I need a POS to have the data?▾
It's ideal, but you can start with manual sales records. What matters is measuring, even approximately. Winerim automates all this data collection.
How does this differ from the monthly scorecard?▾
The scorecard measures KPIs. This template is a complete review process including analysis, decisions and action plan. The scorecard feeds this review.
Related content
Automate your monthly review with Winerim
Winerim automatically generates the performance, rotation and pricing data you need for your monthly review. No manual data collection.