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Budget
Total
Allocated
Remaining
Set budget on Setup tab ← Edit Budget
TOTAL BIDS
Financial Projections

Enter Total Budget

Enter your total available capital. As you allocate funds in the Development Budget, the remaining balance will track automatically.

Total Budget
Project Name
Year Label
Team Members
Pre-Opening Costs
ItemAssignQtyUnit CostTotalStatus
Sub-Total Pre-Opening
Working Capital
Working Capital Reserve
Leasehold Improvements — Renovations
ItemAssignQtyUnit CostTotalStatus
Sub-Total Renovations
Kitchen Equipment
ItemAssignQtyUnit CostTotalStatus
Sub-Total Kitchen
Bar Equipment
ItemAssignQtyUnit CostTotalStatus
Sub-Total Bar
FF&E — Furniture, Fixtures & Equipment
ItemAssignQtyUnit CostTotalStatus
Sub-Total FF&E
TOTAL DEVELOPMENT BUDGET
Monthly Disposable Supplies — Item Detail

Monthly Qty × Unit Cost = Monthly Total. The grand total feeds the P&L and scales with capacity utilization.

Item Monthly Qty Unit Cost Monthly Total
TOTAL MONTHLY DISPOSABLE SUPPLIES
How This Feeds the P&L

The total above becomes Disposable Supplies in the P&L. It scales proportionally with monthly capacity — at 50% capacity, disposable costs are ~50% of the total entered here. This makes the model realistic: busier months spend more on supplies.

Dinner Service (5pm – 12am)
Seats
Guest Check Average$
Food %%
Beverage %%
Turn Factors by Day
MonTueWedThuFriSatSun
Weekly Output (at 100%)
MetricPer WeekMonthly Base
Covers
Food Sales
Beverage Sales
Total Sales
Brunch Service (10:30am – 5pm, Sat–Sun)
Seats
Guest Check Average$
Food %%
Beverage %%
Turn Factors by Day
MonTueWedThuFriSatSun
Weekly Output (at 100%)
MetricPer WeekMonthly Base
Covers
Food Sales
Beverage Sales
Total Sales
Lunch Service (12pm – 5pm)
Seats
Guest Check Average$
Food %%
Beverage %%
Turn Factors by Day
MonTueWedThuFriSatSun
Weekly Output (at 100%)
MetricPer WeekMonthly Base
Covers
Food Sales
Beverage Sales
Total Sales
Combined Weekly Totals (at 100% Capacity)
ServiceWeekly CoversWeekly FoodWeekly BevWeekly TotalMonthly Base
Dinner
Brunch
Lunch
TOTAL
Capacity Utilization % — Enter % of Full Capacity per Service per Month

The per-service breakdown below updates automatically as you change these values.

ServiceM1M2M3M4M5M6M7M8M9M10M11M12Avg
Dinner
Brunch
Lunch
FOH Hourly Staff

Each employee's weekly hours = Days/Wk × Hrs/Shift. Weekly pay = Weekly Hrs × Rate × Count.

Note / Name Position Shift Days/Wk Hrs/Shift Hrly Rate Count Wkly Hrs Wkly Pay Monthly
TOTAL HOURLY FOH
FOH Salaried Management
Role Annual Salary Monthly Cost
TOTAL SALARIED FOH
Weekly FOH Labor
Monthly FOH Labor
Annual FOH Labor
BOH Hourly Staff

Kitchen staff weekly hours = Days/Wk × Hrs/Shift. Weekly pay = Weekly Hrs × Rate × Count.

Note / Name Position Shift Days/Wk Hrs/Shift Hrly Rate Count Wkly Hrs Wkly Pay Monthly
TOTAL HOURLY BOH
BOH Salaried Staff
Role Annual Salary Monthly Cost
TOTAL SALARIED BOH
Weekly BOH Labor
Monthly BOH Labor
Annual BOH Labor
Combined FOH + BOH Labor Summary
CategoryWeeklyMonthlyAnnual
FOH (Hourly + Salaried)
BOH (Hourly + Salaried)
TOTAL COMBINED LABOR
Labor total auto-syncs to the Labor & Costs tab — no manual sync needed.
Labor (Monthly)
ItemMonthly
Total Labor + Payroll Tax (20%)
Health Insurance
Workers Comp
TOTAL LABOR

Labor includes all hourly + salaried staff with 20% payroll tax applied. Adjust based on your staffing model.

Occupancy (Monthly Flat)
ItemMonthly
Rent / CAM / Taxes / Insurance
Business Insurance
Utilities (Electric / Water / Gas)
TOTAL OCCUPANCY
General & Administrative (Monthly)
ItemMonthly
Accountant
Bookkeeper
Payroll Processing Fees
Office Expenses
Telephone
Management Fee (% of sales)%
Professional Fees
Liquor Licenses & Fees
TOTAL G&A (excl. mgmt fee)
Depreciation & Amortization
ItemUseful Life (years)
Equipment Depreciation Life
Leasehold Amortization Life
Cost of Goods Sold
ItemRate
Food COGS %%
Beverage COGS % (Months 1–6)%
Beverage COGS % (Months 7–12)%
Taxes & Payment Mix
ItemRate
Sales Tax Rate%
Liquor Tax Rate%
Credit Card % of Sales%
Credit Card Processing Fee%
Controllable Expenses (Monthly)
ItemEarly MonthsLater Months
Carting / Trashsame
Cleaningsame
Equipment Leasesame
Cable / Internet / Phonesame
Exterminator (M1–5 / M6+)
Music Licensesame
POS Systemsame
Security Monitoring (M1–5 / M6+)
Linen & Uniformssame
Maintenancesame
R&Dsame
Travelsame
Disposable Supplies (from Tab 2)scales w/ capacity
Miscellaneous (M1–6 / M7+)
Discounts & Promos by Month (%)
M1M2M3M4M5M6M7M8M9M10M11M12
Projected P&L — Month by Month
Assets
ItemValueNote
Liabilities
ItemValue
Shareholders' Equity
ItemValue
Operating Activities
Investing Activities
Financing Activities
ROI Summary
Distribution Assumptions
ItemRate
Company Fund (% of Net Profit reinvested)%
Class B Dividends (% of distributable)%
Managing Partners (% of distributable)
Distribution Waterfall
Projection
Opportunity at a Glance
Capital Requirements
CategoryAmount% of Raise
Year 1 Revenue Ramp (Month by Month)
MonthAvg Cap %Monthly RevenueCumulative
Year 1 Profitability Summary
Line ItemAnnual% of Revenue
Break-Even Analysis
Key Operating Assumptions
Returns to Investors
MetricValue
Distribution WaterfallAmount