Winerim
Monthly scorecard

Monthly wine list performance scorecard

A monthly dashboard with essential KPIs to evaluate if your wine list is working: sales, rotation, margin and trends.

Essential KPIs Instant download

The downloadable file is in English.

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How do you know if your wine list is working?

Without clear metrics, list management is based on feelings. The scorecard converts intuition into data: it tells you exactly what works, what doesn't, and where the opportunities are.

Wine sales are not measured regularly or by reference

Unknown monthly evolution of average ticket in wine

No tracking of cellar rotation

Real wine margin is not calculated or compared to target

Content

What's included in the scorecard

A monthly document that groups the most important indicators of your wine list at a glance.

Sales KPIs

Total wine revenue: bottle + glass

Weight of wine in average ticket (%)

Ratio of tables ordering wine (%)

Comparison with previous month and same month last year

Rotation KPIs

Number of references sold vs total in list

References with no sales in the last 30 and 90 days

Total cellar stock (units and value)

Cellar rotation rate

Margin KPIs

Wine gross margin (%)

Wine food cost vs target

Top 5 references by margin contribution

Bottom 5 references by margin

Glass wine KPIs

Glasses sold per service

Average ticket per glass

Monthly waste (units and value)

Glass to bottle ratio in revenue

Who is this resource for

  • Restaurant managers who want to manage with data
  • Finance controllers of restaurant groups
  • Sommeliers who need to justify list decisions
  • Owners who want monthly visibility of performance

When to use it

  • At the end of each month as routine review
  • In management meetings to report wine performance
  • When preparing quarterly list reviews
  • Before negotiating with suppliers

What this resource gives you

Complete visibility

All your list KPIs in one document each month.

Informed decisions

Stop managing by feel and start deciding with data.

Clear trends

Detect improvements or deteriorations before they become problems.

Frequently asked questions

How long does it take to fill in the scorecard?โ–พ

With data from your POS and cellar system, between 30 and 60 minutes per month. It's a minimal investment for the visibility it provides.

What if I don't have all the data?โ–พ

Start with what you have. Even with partial data, the scorecard gives you more visibility than measuring nothing. Complete the fields as you improve your recording system.

Related content

Automate your scorecard with Winerim

Winerim automatically generates your list scorecard each month: sales, rotation, margin and glass in a real-time dashboard.