Shiftmate
Menu engineering analysis tool
Classify menu items according to profitability and popularity from sales quantity, sales price and product cost.
Prepared by:Shiftmate Product and Operations Team · Son kontrol:
Step by step usage
Enter actual period data
Replace the sample values with your own business's data for the same date range and the same unit of measure.
Read the result and assumptions together
The tool calculates the contribution margin and sales quantity of the products and divides them into four menu engineering groups based on the average of the two measures. Examine the result not just as a single number but for its sensitivity to change in inputs.
Save the scenario and measure again
Once you make a decision, write down the input and the date. Analyze categories separately. Read the absolute contribution together with the ratio. Give the new product sufficient observation time.
What does this tool calculate?
Classify menu items according to profitability and popularity from sales quantity, sales price and product cost.
formula
Contribution margin = selling price - product cost; class = number of sales and position of contribution relative to the menu average
Calculation method
The tool calculates the contribution margin and sales quantity of the products and divides them into four menu engineering groups based on the average of the two measures.
Worked example
Product A: high sales / high contribution. Product B: high sales / low contribution. Product C: low sales / high contribution. Result: A is classified as star, B as workhorse, C as puzzle; price, cost and visibility action are selected based on product role.
How should the result be interpreted?
Analyze categories separately. Read the absolute contribution together with the ratio. Give the new product sufficient observation time
Common usage mistakes
Using turnover as contribution margin. Collecting all products from different period. Looking at the class and forgetting the cost of the operation
Limits of the model
The four groups do not fully model customer preferences, lead time, brand role, and cross-selling impact.
Is your data safe?
Calculation and file analysis runs in your browser. The operation files you upload are not sent to a server by this tool.
Frequently asked questions
Should the product in the dog category be removed immediately?
No. Check for brand, assortment or cross-selling role; then perform a healing or removal test.
How often should menu analysis be done?
Repeat periodically after price or menu changes and when sufficient sales patterns occur.