Monthly restaurant marketing report worksheet

Location / reporting period / prepared by: ________________________________ Business question and intended decision: _________________________________ Comparison period and relevant differences: _______________________________ ## 1. Record four layers separately WORK — agreed deliverable / completed date / evidence / outstanding work. _________________________________________________________________________ ATTENTION — metric / count / platform definition / source / update date. _________________________________________________________________________ ACTION — metric / count / exact event / source / denominator if a rate. _________________________________________________________________________ RESTAURANT OUTCOME — completed transaction type / count / source / reconciliation. _________________________________________________________________________ For every headline number, record what counts, exclusions, location, dates, update time, and whether it is observed, estimated, or unavailable. “Unavailable” is not zero. Exclude test and demonstration data. ## 2. Inspect attributed revenue Transaction source and value definition: _________________________________ Attribution rule / window / platform: _____________________________________ Duplicate, cancellation, refund, tax, and tip handling: ____________________ Overlap between platforms and reconciliation method: ______________________ What supports an incremental effect, if anything: _________________________ Known limitations: _______________________________________________________ ## 3. Put costs beside the result Attributed net revenue: $________ Media spend: $________ Reported revenue / media spend ratio: ________ (only if spend is positive) Relevant variable costs of those transactions: $________ Other incremental campaign costs: $________ Contribution after these costs: $________ This last figure is a scenario for the stated transactions, not proof of incremental profit. If sales would have happened without the campaign, adjust the interpretation. Keep the restaurant’s broader fixed costs and accounting separate. ## 4. Record operating context Price or menu changes: ___________________________________________________ Opening days / capacity / staffing changes: _______________________________ Weather, local events, roadworks, or other relevant conditions: ____________ Guest or staff feedback: __________________________________________________ ## 5. Finish with a decision Finding supported by the evidence: _______________________________________ Most important uncertainty: ______________________________________________ Action: Continue / Change / Pause / Fix data / Gather more evidence Owner / due date / next review: ___________________________________________ Illustrative closing note: “Menu-page visits increased, but order completion is not connected. Repair and test the handoff before increasing spend. The website manager owns the fix; review next Tuesday.” Do not use email opens as a count of interested diners, direction requests as confirmed arrivals, or a percentage change without its underlying counts.