Juice Bar Smoothie Shop Profit Tracker

Juice Bar Smoothie Shop Profit Tracker Excel for your drinks — drinks and smoothies, produce cost, and a monthly P and L dashboard. Know what every drink actually earns — and whether the month actually made money.

Built for juice bars and smoothie shops who need to know, drinks by drinks and drinks by drinks, what produce really costs — without accounting software. If the cheapest smoothie on the menu is also the thinnest margin, this workbook shows it before the next menu goes to print.

WHAT'S INCLUDED (6 sheets):

- Drinks & Sales — drink, category, drinks sold, price per drink, produce cost per drink, margin per drink, add-on revenue, and total revenue, for 12 drinks.

- Sales Log — date, drink, sale or task, drinks, price per drink, amount, produce cost, and billable flag, for 15 rows in October 2026 (12 drinks, 2 cleanse orders, 1 complimentary staff tasting).

- Expenses — item, category, unit, quantity per month, cost per unit, monthly cost, and notes, for 12 expense items.

- Monthly P and L — revenue, produce cost, rent, utilities, staff, marketing, insurance, supplies and other expenses by month, Jan-Dec, with net profit and margin. Revenue and produce cost are formulas from the Sales Log.

- Dashboard — total revenue, drinks, drinks sold, billable vs non-billable drinks, capacity used, average revenue per drink, produce cost, gross profit and margin, expenses, net profit and margin, best and weakest drinks, revenue by drink, costs by category, and drinks by drink.

- Cover and How to Use — start here. Yellow cells are the only ones you edit.

EXAMPLE DATA (October 2026 — replace with your own numbers):

- 12 drinks; 2525 drinks; base revenue 22,260; add-on revenue 240; total revenue 22,500.

- 2542 drinks logged (2527 billable, 15 non-billable); capacity used 90.8 percent of a 2800-drink month; average revenue per billable drink 8.90.

- Direct cost 9,136; gross profit 13,364; gross margin 59.4 percent.

- rent 1,500, utilities 340, staff 1,200, marketing 130, insurance 120, supplies 710, other 129; total expenses 13,265; net profit 9,235; net margin 41.0 percent.

- Best drink by revenue: 3-Day Juice Cleanse, 4,155. Best margin: 3-Day Juice Cleanse, 51 per unit. Lowest margin: Protein Smoothie, 2.60 per unit.

- Average price per unit 14.27; average revenue per drink 1,875; best add-on revenue 150 (3-Day Juice Cleanse).

HOW IT WORKS:

1. Download the Excel file instantly after purchase.

2. On sheet 1, enter each drink's category, quantity, price per unit, cost per unit, and add-on revenue. Margin per unit and total revenue fill in by formula.

3. On sheet 2, add a row per sale: date, drink (spelled exactly as on sheet 1), task, quantity, price per unit, and whether it was billable. Amount and cost fill in by formula. Main rows pull the price and cost from sheet 1.

4. On sheet 3, enter each month's item, quantity, and cost per unit.

5. On sheet 4, enter the seven expense columns each month, then check gross profit, capacity and net profit on the Dashboard.

HOW THE NUMBERS WORK:

Margin per unit is price per unit minus cost per unit. Total revenue is quantity times price plus add-on revenue. Gross profit is revenue minus direct cost. Average revenue per billable drink is total revenue divided by billable drinks. Capacity used is drinks logged divided by a 2800-drink month. Net profit is revenue minus direct cost and rent, utilities, staff, marketing, insurance, supplies, other — before the owner's own pay, which comes out of profit as drawings.

WHO IT'S FOR:

Juice bars, smoothie shops, and acai bowl shops who want drink sales, produce cost per drink, margin per drink, and a monthly P and L in one workbook — without accounting software.

PLEASE NOTE:

- This is a digital download. No physical item will be shipped.

- Works in Microsoft Excel and Google Sheets (upload to Google Drive to open in Sheets).

- Example data for October 2026 is included (12 drinks, 2525 drinks, 2542 drinks logged in total, 12 expense items). Replace it with your own numbers.

- The example is simplified: net profit is before the owner's own pay — the owner takes drawings from profit, so add an owner-pay line on the P and L if you draw a salary. Capacity is measured against a 2800-drink month; change it on the Dashboard if your month is different.

- This is a bookkeeping and planning tool only, not tax, legal, or CPA advice.

- Due to the nature of digital downloads, refunds are not available. Message me before buying if you have a question.

Built by an accountant: B.S. Accountancy, ASU W. P. Carey, with revenue-reconciliation experience at Marriott and audit work at PwC.