Audit

Profitability Diagnostic: End-to-End Audit

An interactive, end-to-end profitability audit that captures scored observations, red-flag triggers, evidence notes, and recommended immediate (0–30d), near-term (30–90d) and strategic (>90d) actions. Saveable responses support prioritization of the top three improvement projects and handoff to owners for follow-up.

Interactive Tool

Profitability Diagnostic: End-to-End Audit

Use this structured audit to quickly identify where profit is leaking across sales, costs, labor, waste, suppliers and one-off drains. Score each area, add evidence, and select red flags. The scoring helps prioritize the top three improvement projects. Aim to complete the audit during or immediately after a shift walk-through. Saved audits become a record you can compare across locations and over time.

Name of the person completing the audit.
YYYY-MM-DD
Store name, site code, or address.
0 = serious mismatch or dominant low-margin items; 5 = healthy, balanced mix contributing to margin.
1.0 10.0
Examples: Items dominating sales but with low margin, high-volume discounting, or promotions that reduce average check.
Assess whether popular items are also profitable and whether menu mix supports margin goals.
1.0 10.0
Attach or reference POS item reports, recent recipe cost checks, or sample plate checks.
Consider recipe adherence, portion control, invoice vs. expected price, and yield issues.
1.0 10.0
Examples: observed recipe deviations, inconsistent portions, invoices higher than expected, missing waste tracking.
Consider schedule vs. covers, productivity during peak and slow periods, and reliance on overtime or call-ins.
1.0 10.0
Examples: long ticket times, understaffed peaks, frequent overtime, improper role mix.
Assess visible waste, storage/rotation problems, overproduction, and spoilage rates.
1.0 10.0
Examples: expired inventory, large daily prep waste, frequent remakes or plate returns.
Consider price competitiveness, delivery reliability, invoice accuracy and lead-time risk.
1.0 10.0
Examples: repeated short deliveries, frequent price changes, product quality variation.
Large unexpected costs such as equipment failure, refunds, promotions gone wrong, or theft.
1.0 10.0
List recent incidents and estimated cost impact (e.g., equipment repair cost, refund totals).
Select any triggers you observe that need immediate attention.
Practical fixes you can implement quickly.
Projects that need a month to three months to implement.
Examples: menu redesign, forecasting tools, enterprise-wide standards or technology projects.
Summarize the main drivers of profit leakage in this site.
A simple average or weighted view across the scored areas. Use this to compare locations.
List the three highest-impact, feasible projects with an owner and target date.
Provide a conservative estimate to motivate action.
Person responsible for driving the top priority projects.
YYYY-MM-DD
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