Restaurant Sales Forecast Free Excel Template – Plan Menus, Costs, and Profit Margins Easily

Create Your Restaurant’s Financial Forecast with Excel

Running a restaurant means constantly balancing costs, prices, and profit margins.
The Restaurant Sales Forecast Free Excel Template helps you plan and control all three — from ingredient and drink costs to menu sales forecasts and profitability — using a single, easy-to-use spreadsheet.

This free Excel tool is perfect for restaurant owners, chefs, or food business managers who want to understand how each menu item impacts overall profitability.

What You Can Do with This Excel Template

With this restaurant sales forecast and costing spreadsheet, you can:

🍽️ Calculate finished product and menu costs
🥂 Plan drink and menu sales forecasts for 12 months
💰 Estimate total income and gross margins by category
📊 Simulate profitability scenarios for products and menus

It’s an all-in-one tool to visualize the relationship between cost, sales, and margin — the key to running a profitable restaurant.

Template Features

The Excel model comes with several pre-configured sections that you can easily customize:

🧂 Ingredients and Drinks Setup

  • Configure up to 10 ingredient costs

  • Configure up to 3 drink costs

🍛 Finished Products and Menus

  • Define up to 10 finished product categories

  • Configure up to 5 product cost structures

  • Create up to 1 menu combining 1 recipe and 2 drinks

📅 Sales Forecast Planning

  • Plan monthly sales forecasts for 12 months

  • Forecast sales volumes for up to 5 recipes, 1 menu, and 3 drinks

  • Automatically calculate expected income and gross margin

Each section can be expanded if you need to manage more products, menus, or drinks.
The file is completely open — you can modify it freely to adapt to your restaurant’s needs.

How It Works

  1. Enter Ingredient and Drink Costs – define the purchase price per unit.

  2. Build Recipes and Menus – combine ingredients and drinks into finished products.

  3. Add Sales Forecasts – estimate how many units of each item you expect to sell monthly.

  4. View Results Automatically – the spreadsheet calculates:

    • Monthly and annual revenue

    • Monthly and annual gross margins

    • Profitability by product, menu, and category

This gives you a clear overview of your restaurant’s financial performance — before you start spending.

Benefits of the Restaurant Sales Forecast Excel Template

✅ 100% Free and editable
✅ Calculates costs, revenue, and gross margins
✅ Helps plan menus and forecast sales for a year
✅ Supports drinks, recipes, and finished products
✅ Ideal for restaurants, cafés, and catering businesses
✅ Fully open and customizable

Download the Restaurant Sales Forecast Free Excel Template

Start planning your restaurant’s future with data, not guesses.
Download the Free Excel Template for Restaurant Sales Forecast, calculate your costs and profits, and plan for success.

👉 Get it now – free, editable, and ready to use in Excel.

01 Sales and Margins forecast for Restaurants Free Excel Template

 

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