Monthly margin review
A practical template to review monthly how your list margin evolves, detect problematic references and make decisions before profitability deteriorates.
The downloadable file is in English.
Why review margins monthly?
Many restaurants detect too late that they're losing margin due to cost increases, poor price calibration or references no longer defending profitability. This template helps review it monthly with criteria.
Cost increases eroding margin without being perceived until end of quarter
List prices not updated after last distributor negotiation
References with declining profitability remaining in list by inertia
Lack of structured process to compare evolution month to month
What's included in the template
Reviewing margins once isn't enough. This template helps you make monthly margin review a useful routine for pricing, purchasing, glass and real profitability.
Monthly summary
Consolidated view of average margin vs previous month
Number of references with margin deterioration
Estimated economic impact of detected deviations
Key indicators: average margin, average cost, average retail price
Detail by reference
Reference to reference comparison: current cost vs previous
Variation of gross margin and percentage
Automatic detection of references with significant deterioration
Space to note actions by reference
Analysis by wine type
Average margin by category: white, red, sparkling, rosé
Detection of types below target
Monthly comparison by category
Identification of improvement opportunities by type
Analysis by price bracket
Margin by bracket: entry, mid-range, premium, high-end
Distribution of sales volume by bracket
Detection of brackets with insufficient margin
List rebalancing recommendations
Monthly action plan
Decision table: what to raise in price, what to renegotiate, what to remove
Prioritization of actions by economic impact
Responsible person and deadline column
Follow-up of previous month's plan
Who is this resource for
- Restaurants with active lists changing or rotating references frequently
- Businesses reviewing prices periodically wanting structured process
- Purchasing or management teams needing financial list control
- Restaurant groups requiring periodic margin follow-up by location
When to use it
- Each month as part of close or operational review
- After receiving new distributor price lists
- When profitability decline is detected
- Before deciding list or pricing changes
- As basis for monthly management or purchasing meetings
What this resource gives you
Early detection
Identify margin erosion before it impacts quarterly result.
Pricing with criteria
Real data to decide which prices to adjust, what to renegotiate and what to remove.
Control routine
Convert margin review into monthly process with comparable data.
Frequently asked questions
How does this differ from the margin analysis template?▾
Margin analysis template is point diagnosis to understand profitability of each reference. This is designed for periodic follow-up: compares month to month, detects trends and closes recurring action plan.
How long does it take monthly?▾
With updated cost and sales data, about 30-45 minutes. If using Winerim, data can be extracted automatically.
Does it work for groups with multiple locations?▾
Yes. You can replicate template per location and consolidate results. The control template for groups complements this review at corporate level.
What if I detect several references with deteriorated margin?▾
The template includes action plan with fields to prioritize: raise price, renegotiate cost, substitute reference or remove. Each review should close with concrete decisions.
Related content
Want margin review to be automatic?
Everything this template offers — monthly comparison, erosion detection, action plan — Winerim automates with real-time data.