Last updated: July 9, 2026. Micro breweries and pubs often run on narrow margins, fast-moving orders, seasonal demand, and highly local customer behavior. A few weak spots in brew style profitability, server performance, event cost, or order completion can quietly reduce profit even when the bar looks busy. The Micro Breweries Pubs Dashboard in Excel gives owners and managers a ready reporting workbook for tracking revenue, cost, pints, orders, quality, service, targets, and trends in one place.
This template is built for teams that already use Microsoft Excel and want a practical dashboard without paying for monthly brewery software or waiting for a custom BI project. You can replace the sample data, refresh the pivot tables, use slicers, and review performance across 5 dashboard pages.
Micro Breweries Pubs Dashboard in Excel
Click here to purchase the Micro Breweries Pubs Dashboard in Excel
Key Features of Micro Breweries Pubs Dashboard in Excel
- 5 dashboard pages: Overview, Pub Sales, Beer Mix, Service, and Trend.
- 5 KPI cards: Total Revenue, Gross Profit Value, Total Pints, Total Orders, and Avg. Quality Score.
- 18 chart views: Analyze revenue, cost, gross profit, profit margin, pints, orders, quality score, target achievement, and completion rate.
- Excel slicers: Filter the workbook quickly by region, city, pub, brew style, product, sales channel, event type, server, status, and month.
- Data Sheet included: Replace the sample records with your own pub or brewery data in the same structure.
- Support Sheet included: Pivot tables power the dashboard and can be hidden after setup.
- No subscription: One-time downloadable Excel workbook.
Dashboard Pages Explanation
1 – Overview Page
The Overview Page is the leadership snapshot. The top cards show Total Revenue, Gross Profit Value, Total Pints, Total Orders, and Avg. Quality Score. This gives a manager a quick view of sales scale, profit, beer volume, order activity, and quality without opening multiple reports.
Total Revenue Vs Total Cost by Month compares monthly income against cost. It helps spot seasonal peaks and months where higher sales did not produce better profit.
Gross Profit Value by Region shows which regions contribute the most profit. It is useful for deciding where promotions, events, or operational support should go first.
Profit Margin % by Brew Style compares profitability across beer styles. It helps identify whether the most popular brews are also the most profitable.
Total Revenue by Pub Name ranks pub locations by revenue. Multi-location operators can use it to compare performance and find outlets that need attention.
2 – Pub Sales
The Pub Sales page focuses on city, sales channel, customer segment, and brew style performance. Gross Profit Value by City shows which cities are strongest from a profit point of view. Profit Margin % by Sales Channel compares taproom, dine-in, takeaway, event, online, wholesale, or other channels. Total Pints by Customer Segment shows where drink volume is coming from. Total Revenue Vs Total Cost by Brew Style connects product mix with cost control.
Pub Sales
3 – Beer Mix
The Beer Mix page helps teams understand product, region, event, and server-level contribution. Gross Profit Value by Product highlights which beers or menu items are producing the best returns. Total Orders by Region shows order activity across territories. Total Revenue Vs Total Cost by Event Type helps compare tasting nights, live music, private events, festivals, and regular service. Gross Profit Value by Server can support coaching, staffing, and incentive discussions.
Beer Mix
4 – Service
The Service page connects order status, yearly revenue and cost, customer experience, and monthly completion. Total Orders by Status shows completed, pending, cancelled, delayed, or returned orders. Total Revenue Vs Total Cost by Year gives a longer-term view of whether the business is scaling profitably. Avg. Quality Score by Customer Segment shows how different customer groups experience the pub or beer offering. Completion % by Month tracks service execution and operational discipline.
Service
5 – Trend
The Trend page is designed for time-based and region-based movement. Profit Margin % by Quarter shows whether margins are improving or slipping across the year. Target Achievement % by Region compares actual results against targets. Profit Margin % by Region highlights stronger and weaker geography. Total Pints by Month shows demand seasonality and helps with production planning, staffing, and event timing.
Trend
6 – Data Sheet Tab
The Data Sheet is where users add their own records in the same format as the sample data. Keep the same column structure so all pivot tables, slicers, cards, and charts stay connected.
Data Sheet tab
7 – Support Sheet
The Support Sheet contains the pivot tables used to create the entire dashboard dynamically. After updating the Data Sheet, go to the Data tab in the Excel ribbon and click Refresh All. The pivots and charts refresh together. This sheet can be kept hidden for regular users.
Support sheet tab
Micro Breweries Pubs Dashboard in Excel vs. Google Sheets vs. Paid Brewery SaaS – Feature Comparison
| Feature | This Excel dashboard | Google Sheets alternative | Paid brewery or pub SaaS |
|---|---|---|---|
| Cost | $17.99 one-time sale price | Low software cost, more setup work | Recurring subscription |
| Platform | Microsoft Excel | Browser spreadsheet | Vendor-hosted app |
| Setup time | Replace data and refresh pivots | Import data and maintain formulas | Implementation and onboarding |
| Real-time collaboration | Available through OneDrive or SharePoint | Native collaboration | Usually plan-dependent |
| Mobile access | Possible through Excel mobile or shared files | Good browser and mobile access | Usually included |
| Customizable fields | Editable sheets, pivots, charts, and labels | Editable with formula control | Depends on vendor permissions |
| Share with link | Available with OneDrive or SharePoint | Native link sharing | Depends on user seats |
| Year-1 cost at 5 users | $17.99 plus Microsoft licensing if needed | Low software cost plus setup time | Often hundreds or thousands |
| Pub and beer analytics | Revenue, cost, pints, orders, quality, margin, events, servers, targets, and trends | Must be built or adapted | May require premium reports |
Who Should Use This Template
This workbook is best for microbrewery owners, pub managers, taproom supervisors, hospitality finance teams, event managers, food and beverage analysts, and Excel consultants who report on pub or brewery operations.
It is not a POS system, inventory barcode app, recipe management platform, payroll tool, or live booking system. It works best as a reporting layer after your operational data is available in structured rows.
Real-World Use Cases
Elena, taproom manager: checks Total Pints by Month before planning seasonal promotions and rotating taps.
Marcus, microbrewery owner: compares Profit Margin % by Brew Style with Total Revenue Vs Total Cost to decide which products deserve more production capacity.
Priya, hospitality analyst: uses Gross Profit Value by City, Event Type, and Server to prepare a monthly operating review for a pub group.
Advantages of Micro Breweries Pubs Dashboard in Excel
- It keeps pub sales, beer mix, service quality, and trends in one workbook.
- It uses familiar Excel features such as pivot tables, charts, slicers, and tables.
- It supports fast monthly reviews after users update the Data Sheet and click Refresh All.
- It is editable, so teams can change labels, colors, fields, and chart formatting.
- It avoids recurring reporting software costs for teams that only need structured Excel analytics.
Opportunities for Improvement
The workbook is intentionally focused on dashboard reporting. Advanced users may extend it by adding POS import automation, inventory depletion logic, keg tracking, staff scheduling, recipe cost sheets, or a forecast page. Teams with complex production workflows may also pair it with dedicated brewery operations software and use this workbook for management reporting.
Best Practices
- Keep the Data Sheet headers unchanged unless you know how to update pivots.
- Refresh the workbook after every data update.
- Review profit margin and revenue together, not separately.
- Use slicers during weekly or monthly management meetings.
- Compare brew style and event type results before changing prices or production plans.
- Use Microsoft guidance for Excel tables and structured data if your source file needs cleanup: Create and format tables in Excel.
Explore Relevant Templates
You may also like Brewery & Winery Dashboard in Power BI, Winery KPI Scorecard in Excel, and the full Excel Dashboard templates library.
Frequently Asked Questions
What does the Micro Breweries Pubs Dashboard in Excel track?
It tracks total revenue, gross profit value, total pints, total orders, average quality score, total cost, profit margin %, target achievement %, completion %, product, brew style, pub, city, region, sales channel, event type, server, customer segment, status, month, quarter, and year.
Can I use my own brewery or pub data?
Yes. Replace the sample rows in the Data Sheet, keep the same column format, and click Refresh All from the Excel Data ribbon.
Does this Excel dashboard use macros?
No. The dashboard is built with Excel tables, pivot tables, charts, and slicers.
Can I customize the pages and charts?
Yes. You can edit sheet names, chart formatting, slicers, labels, colors, and pivot fields if you are comfortable with Excel pivot tables.
Is this a brewery production system?
No. It is a reporting dashboard. It does not replace POS, booking, inventory barcode, recipe, or production management software.
Is this a subscription product?
No. It is a one-time downloadable Excel template from NextGenTemplates.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
Conclusion
The Micro Breweries Pubs Dashboard in Excel is a practical way to turn everyday pub and brewery data into decision-ready visuals. It helps managers review revenue, cost, gross profit, pints, orders, quality, service, targets, events, servers, and trends without building a dashboard from scratch.
Click here to purchase the Micro Breweries Pubs Dashboard in Excel
Visit our YouTube channel for step-by-step Excel dashboard tutorials: youtube.com/@PKAnExcelExpert
