Sales and marketing template

Menu profitability matrix template

Sort every dish by how often it sells and how much it earns, then decide what to promote, rework, reprice or drop.

Free · Editable · Works with Claude and ChatGPT · Also in Strategy

Preview of the Menu profitability matrix template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Menu profitability matrix template

  1. Start a board from it

    Use this template opens a new Freero board with the Menu profitability matrix template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Menu profitability matrix”.

  2. Follow the instruction on the board

    “Use a month of till data: dishes sold and profit per plate after food cost. Place each dish, then act on the two right-hand corners first.”

  3. Fill in each part

    • Hidden gems Earn well but few order them: make them easier to notice.
    • Stars of the menu Popular and profitable: protect them.
    • Rethink or drop Rarely ordered and earn little: cut or replace.
    • Popular, thin margin Sell well but earn little: reprice or rework.
    • Profit per plate ↑
    • Times ordered →
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Menu profitability matrix board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.