Company Results

Please choose Month: April FY '23

Customer Voice
Company Average Top 10%
Customer Connection Metric Score 94% 100%
Employees were friendly & focused 94% 100%
Employees recognized customers by name 84% 94%
Employees recognized customers by drink 83% 94%
Greeted 99% 100%
Thanked 99% 100%
Store Operations Metric Score 93% 98%
Speed of Service 93% 100%
Employees Provided Helpful Service 95% 100%
Employees Got the Order Right 95% 100%
Beverage Tasted Great 91% 98%
Interior Cleanliness 91% 98%
Food Tasted Great 92% 100%

Profit & Loss

COGS % 38.9%
Food Markout % 5.2%
RTE/RTD Markout % 0.6%
Food & RTE/RTD Markout % 5.0%
Controllable Expenses % 17.7%
Controllable Contribution % 45.2%
Non Controllable Expenses % 25.1%
SPC % 18.3%
Personnel % 10.9%
Occupancy % 10.2%
Supplies % 1.5%
Utilities % 4.2%
Security % 0.7%
Janitorial % 0.3%
Maintenance % 2.0%

Category Metrics
Drip Coffee % 4.2%
Espresso % 31.0%
Blended Sales % 26.3%
Other Bev Sales % 14.5%
Food Sales % 19.1%
RTD/RTE % 0.9%
Whole Bean % 0.8%
Brewing % 0.1%
Serveware % 2.3%
VIA % 0.2%
 Business Overview Summary
Please INPUT the following numbers on the worksheet. Numbers should be taken from the BSC and monthly CV Reports
Please choose Month: April FY '23

Customer Voice Sales

Customer Connection Metric Score 74% Sales (VAT exclusive) 12,391,465
Employees were friendly & focused 74% AWS 528,904
Employees recognized customers by name 65% ADS 75,558
Employees recognized customers by drink 55% Prior Year ADS 59,286
Greeted 101% Comp Sales % 19.1%
Thanked 101% ADT 392
Store Operations Metric Score 65% Prior Year ADT 316
Speed of Service 50% Comp ADT % 15.3%
Employees Went Above and Beyond 50% AT 193
Employees Got the Order Right 100% Prior Year AT 188
Beverage Tasted Great 75% Comp AT % 4.0%
Interior Cleanliness 100%
Food Tasted Great 75%
**all unfavorable / negative variances should be entered using Category Metrics
a "-" in front of the figure Drip Coffee Sales Mix % 2.3%
Profit & Loss Drip Coffee Comp % -13.6%
Net Sales 12,384,384 Drip Coffee USDs 22
Sales - Budget 10,566,045 Espresso Sales Mix % 29.0%
Sales Attainment 117% Espresso Comp % 17.0%
COGS 3,899,293 Espresso USDs 216
COGS % 31.5% Blended Sales Mix % 43.9%
Food Markout % 10.5% Blended Comp % 24.5%
RTE/RTD Markout % 2.3% Blended USDs 257
Food & RTE/RTD Markout % 5.7% Other Bev Sales Mix % 4.6%
Controllable Expenses 2,045,124 Other Bev Comp % 15.0%
Controllable Expenses % 16.5% Other Bev USDs 36
Controllable Contribution 6,439,967 Food Sales Mix % 11.4%
CC - Budget 4,860,140 Food Comp % 15.6%
Controllable Contribution 52.0% Food USDs 131
CC Attainment 132.5% RTD/RTE Sales Mix % 1.0%
SPC 2,593,100 RTD/RTE Comp % -24.4%
SPC Budget 1,302,353 RTD/RTE USDs 12
SPC % 20.9% Whole Bean Sales Mix % 1.8%
SPC Attaintment 199% Whole Bean Comp % 5.1%
Personnel Expenses 1,231,809 Whole Bean USDs 4
Budget 1,331,834 Brewing Sales Mix % 0.3%
Variance - Fav / (Unfavorable) 100,024 Brewing Comp % -15.5%
Personnel % to Sales 9.9% Brewing USDs 0
Occupancy 1,164,146 Serveware Sales Mix % 4.7%
Budget 955,750 Serveware Comp % 51.2%
Variance - Fav / (Unfavorable) (208,396) Serveware USDs 9
Occupancy % to Sales 9.4% VIA Sales Mix % 0.3%
Supplies 116,953 VIA Comp % -15.5%
Budget 197,338 VIA USDs 0
Variance - Fav / (Unfavorable) 80,385
Supplies % to Sales 0.9%
Utilities 445,206
Budget 490,431
Variance - Fav / (Unfavorable) 45,225
Utilities % to Sales 3.6%
Security 215,449
Budget 233,210
Variance - Fav / (Unfavorable) 17,761
Security % to Sales 1.7%
Janitorial 18,185
Budget 15,376
Variance - Fav / (Unfavorable) (2,809)
Janitorial % to Sales 0.1%
Maintenance 160,431
Budget 145,025
Variance - Fav / (Unfavorable) (15,406)
Maintenance % to Sales 1.3%
 Partner - Partner Endorsements & Bench Strength
Partner Endorsements
Endorsed Partners - Transitional Role Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

0 Total

"Ready Now" Bench Partner Endorsements & "Ready Now" Bench

(Partners finalized with the DM and ready for the next level mgmt. position
in 0 - 3 months) Action Plans

Store Manager position 0 •

Shift Supervisor position 0 •

•
 Partner - Labor Metrics
Labor Metrics Graphs

Please "Copy" all 5 graphs from Labor Metrics Report (press "Ctrl" right click on all graphs) & under "Paste" click "Paste Special" and then click as "Bitmap" as seen below (fit on space provided).
*For lower versions, please Please "Copy" all 5 graphs from Labor Metrics Report (press "Ctrl" right click on all graphs) & under "Paste" click "Paste Special" and then click as "Picture Enhanced Metafile". Fit on space
provided.

g rap hs
al
c e actu
- pl a
pl e
sam

Labor Metrics Summary & Action Plans

Please "Copy" tables from Labor Metrics Report & under "Paste", click "As picture" as seen below

Labor Metrics Summary & Action Plan Operations and Manpower Summary & Action Plan
Labor Hours • Trading Hrs. •

le
Personnel % •
t u al tab
ce ac
Partners/str •
le - pla
s am p
IPLH •

TPLH •
 Customer -Customer Voice
Customer Voice Are you within 5% of the Top 10%?
Results Top 10% Company (Y/N)
Customer Connection Metric Score 74% 100% 94% No. Please formulate action plans.
Employees were friendly & focused 74% 100% 94% No. Please formulate action plans.
Employees recognized customers by name 65% 94% 84% No. Please formulate action plans.
Employees recognized customers by drink 55% 94% 83% No. Please formulate action plans.
Greeted 101% 100% 99% Yes. Keep up the great work!
Thanked 101% 100% 99% Yes. Keep up the great work!
Store Operations Metric Score 65% 98% 93% No. Please formulate action plans.
Speed of Service 50% 100% 93% No. Please formulate action plans.
Employees Went Above and Beyond 50% 100% 95% No. Please formulate action plans.
Employees Got the Order Right 100% 100% 95% Yes. Keep up the great work!
Beverage Tasted Great 75% 98% 91% No. Please formulate action plans.
Interior Cleanliness 100% 98% 91% Yes. Keep up the great work!
Food Taste Great 75% 100% 92% No. Please formulate action plans.
tomer Voice
Customer Voice Action Plans

•
•
•
•
•
•
•
•
•
•
•
•
•
 Business -Business Overview Worksheet
Sales Summary Instructions Explanations Action Plans
Net Sales 12,384,384 Sales Attainment Sales Attainment
Sales - Budget 10,566,045
Sales Attainment Ü •Example: Renovation •
Sales Attainment 117% 117% On target. Well Done! No need for explanation or Action Plans. Sales vs. Budget •Example: U-Turn Slot Sales vs. Budget •
Sales (VAT exclusive) 12,391,465 •Example: MMDA Pink line initiative •
AWS 528,904 Comp Sales Comp Sales
ADS 75,558
Comp Sales Ü • •
Prior Year ADS 59,286 Comp Sales • Comp Sales •
Comp Sales % 19.1% 19.1% State Comp Sales highlights on space provided. • •
ADT 392 Comp ADT Comp ADT
Prior Year ADT 316
Comp ADT Ü • •
Comp ADT Comp ADT
Comp ADT % 15.3% 15.3% State Comp ADT highlights on space provided. • •
AT 193 Comp AT Comp AT
Prior Year AT 188
Comp AT Ü • •
Comp AT Comp AT
Comp AT % 4.0% 4.0% State Comp AT highlights on space provided. • •

Profit & Loss Company Average Instructions Explanations Action Plans

COGS 3,899,293 COGS / Markout COGS / Markout
COGS % 31.5% 38.9% COGS hitting average range. No need for explanation or Action Plans. • •
Food Markout % 10.5% 5.2% Food Markout off target. Please explain on space provided. ACTION PLAN REQUIRED. • •
COGS / Markout COGS / Markout
RTE/RTD Markout % 2.3% 0.6% RTE/RTD Markout % off target. Please explain on space provided. ACTION PLAN REQUIRED. • •
Food & RTE/RTD Markout % 5.7% 5.0% Food & RTE/RTD Markout % on target! No need for explanation or Action Plans. • •
Controllable Expenses 2,045,124 Controllables Controllables
Controllable Expenses % 16.5% 17.7% Controllabe Expenses hitting average range. No need for explanation or Action Plans. • •
Controllable Contribution 6,439,967 • •
CC - Budget 4,860,140 Ü Controllable
Contribution
• Controllable
Contribution •
Controllable Contribution 52.0% 45.2% Controllabe Contribution % hitting acceptable range. No need for explanation or Action Plans. • •
CC Attainment 132.5% 132.5% CC Attaintment on target. Well Done! No need for explanation or Action Plans. • •
SPC 2,593,100 Store Profit Store Profit
SPC Budget 1,302,353 Ü • •
SPC % 20.9% 18.3% SPC % hitting average range. No need for explanation or Action Plans. Store Profit • Store Profit •
SPC Attaintment 199% 199.1% SPC Attaintment on target. Well Done! No need for explanation or Action Plans. • •
Personnel Expenses 1,231,809 Personnel Personnel
Budget 1,331,834 Ü • •
Variance - Fav / (Unfavorable) 100,024 Personnel • Personnel •
Personnel % to Sales 9.9% 10.9% Personnel % hitting average range. No need for explanation or Action Plans. • •
Occupancy 1,164,146 Occupancy Occupancy
Budget 955,750 Ü • •
Variance - Fav / (Unfavorable) -208,396 Occupancy • Occupancy •
Occupancy % to Sales 9.4% 10.2% Occupancy % hitting average range. No need for explanation or Action Plans. • •
Supplies 116,953 Supplies Supplies
Budget 197,338 Ü • •
Variance - Fav / (Unfavorable) 80,385 Supplies • Supplies •
Supplies % to Sales 0.9% 1.5% Supplies % hitting average range. No need for explanation or Action Plans.. • •
Utilities 445,206 Utilities Utilities
Budget 490,431 Ü • •
Variance - Fav / (Unfavorable) 45,225 Utilities • Utilities •
Utilities % to Sales 3.6% 4.2% Utilities % hitting average range. No need for explanation or Action Plans. • •
Security 215,449 Security Security
Budget 233,210 Ü • •
Variance - Fav / (Unfavorable) 17,761 Security • Security •
Security % to Sales 1.7% 0.7% Security % off average range. Please explain on space provided. ACTION PLAN REQUIRED. • •
Janitorial 18,185 Janitorial Janitorial
Budget 15,376 Ü • •
Variance - Fav / (Unfavorable) (2,809.0) Janitorial • Janitorial •
Janitorial % to Sales 0.1% 0.3% Janitorial % hitting average range. No need for explanation or Action Plans. • •
Maintenance 160,431.00 Maintenance Maintenance
Budget 145,025.00 Ü • •
Variance - Fav / (Unfavorable) (15,406.00) Maintenance • Maintenance •
 Maintenance Maintenance
Maintenance % to Sales 1.3% 2.0% Maintenance % hitting average range. No need for explanation or Action Plans. • •
 Restaurant & Retail Category Analysis
Category Metrics Co. Sales Mix Avg. Sales Trending
Drip Coffee Sales Mix % 2.3% 4.2% Drip Coffee Trending
Drip Coffee Comp % -13.6% •
Drip Coffee USDs 22 •
Espresso Sales Mix % 29.0% 31.0% Espresso Sales Trending
Espresso Comp % 17.0% •
Espresso USDs 216 •
Blended Sales Mix % 43.9% 26.3% Blended Sales Trending
Blended Comp % 24.5% •
Blended USDs 257 •
Other Bev Sales Mix % 4.6% 14.5% Other Beverage Sales Trending
Other Bev Comp % 15.0% •
Other Bev USDs 36 •
Food Sales Mix % 11.4% 19.1% Food Sales Trending
Food Comp % 15.6% •
Food USDs 131 •
RTD/RTE Sales Mix % 1.0% 0.9% RTD / RTE Sales Trending
RTD/RTE Comp % -24.4% •
RTD/RTE USDs 12 •
Whole Bean Sales Mix % 1.8% 0.8% Whole Bean Sales Trending
Whole Bean Comp % 5.1% •
Whole Bean USDs 4 •
Brewing Sales Mix % 0.3% 0.1% Brewing Sales Trending
Brewing Comp % -15.5% •
Brewing USDs 0 •
Serveware Sales Mix % 4.7% 2.3% Serveware Sales Trending
Serveware Comp % 51.2% •
Serveware USDs 9 •
VIA Sales Mix % 0.3% 0.2% Brewing Sales Trending
VIA Comp % -15.5% •
VIA USDs 0 •
 Business - Electricity Consumption
Electricity Consumption & Rates
Please "Copy" all 3 graphs & table from the Electricity Report (press "Ctrl" right click on all graphs/tables) & under "Paste" click "Paste Special" and then click as "Bitmap" as seen below (fit on space provided)

Amount Rate
Store Ave. - All Stores Store Ave. - All Stores

140,000 9.5
9.2
120,000
9.0 8.8 8.8
100,000 8.6 8.7 8.6
8.6 8.6
8.4 8.5
8.5 8.4 8.3
80,000 8.3
8.2

ere
60,000
8.0 7.8

h
ble
40,000

20,000
7.5

& ta
-

g raphs
7.0

al
Oct'10 Dec Feb Apr Jun Aug Oct'11 Dec'11 Oct'10 Dec Feb Apr Jun Aug Oct'11 Dec'11

Consumption
c e ac t u Oct'10 Nov Dec Oct'11 Nov'11 Dec'11

- p la
Store Ave. - All Stores
Area 1

le Amount 88,958 103,289 104,280 101,647 103,747 128,241

mp
16,000

sa
Consumption 11,360 12,354 12,361 11,535 11,260 14,948
14,000
Rate 7.8 8.4 8.4 8.8 9.2 8.6
12,000 Ave. - All Stores
10,000 Amount 89,399 101,697 101,294 98,999 103,057 110,438
8,000 Consumption 11,365 12,002 11,908 11,154 11,031 11,954
Rate 7.9 8.5 8.5 8.9 9.3 9.2
6,000

4,000

2,000

-
Oct'10 Dec Feb Apr Jun Aug Oct'11 Dec'11

Utility Action Plans

(Action Plans taken from the Utility Action Plan entry on the previous Business worksheet)

•
•
•
 Business -COGS Analysis
Please INPUT numbers for Sales, COGS & COGS Standardfrom BSC - COGS Worksheet.
Restaurant Explanations Action Plans
Acceptable COGS Variance (Y/N)
Sales COGs COGS % COGS Std. COGS STD. % COGS Var% Total Restaurant Total Restaurant
Total Restaurant 11,008 2,644 24.0% 2,594 23.6% 0.5% YES. No need for explanation or action plans. Tot. Rest. • Tot. Rest.
Beverages 21,222 3,989 18.8% 3,753 17.7% 1.1% YES. No need for explanation or action plans. Beverages • Beverages
Brewed 814 157 19.3% 99 12.2% 7.1% NO. Please note explanation and Action Plans on space provided Brewed • Brewed
Espresso 6,285 1,497 23.8% 1,346 21.4% 2.4% NO. Please note explanation and Action Plans on space provided Espresso • Espresso
Blended 12,345 2,132 17.3% 2,163 17.5% -0.3% YES. No need for explanation or action plans. Blended • Blended
Other Beverages 1,778 201 11.3% 144 8.1% 3.2% NO. Please note explanation and Action Plans on space provided Other Bev • Other Bev
Sales COGs COGS % COGS Std. COGS STD. % COGS Var% Food Food
Food 1,133 601 53.0% 536 47.3% 5.7% NO. Please note explanation and Action Plans on space provided Food • Food
Bakery 805 421 52.3% 365 45.3% 7.0% NO. Please note explanation and Action Plans on space provided Bakery • Bakery
RTE / RTD 125 53 42.4% 54 43.2% -0.8% YES. No need for explanation or action plans. RTE / RTD • RTE / RTD
Sandwiches & Salads 203 126 62.1% 117 57.6% 4.4% NO. Please note explanation and Action Plans on space provided Sandw. • Sandw.

Retail
Acceptable COGS Variance (Y/N) Retail Retail
Sales COGs COGS % COGS Std. COGS STD. % COGS Var%
Total Retail 1,166 524 44.9% 476 40.8% 4.1% NO. Please note explanation and Action Plans on space provided Tot. Retail • Tot. Retail
Whole Bean 425 147 34.6% 144 33.9% 0.7% YES. No need for explanation or action plans. WB • WB
Retail 741 377 50.9% 332 44.8% 6.1% NO. Please note explanation and Action Plans on space provided Retail • Retail
Serveware 533 240 45.0% 220 41.3% 3.8% NO. Please note explanation and Action Plans on space provided Serveware • Serveware
Breware 29 20 69.0% 20 69.0% 0.0% YES. No need for explanation or action plans. Breware • Breware
ORP 72 53 73.6% 51 70.8% 2.8% NO. Please note explanation and Action Plans on space provided ORP • ORP
Packaged Food 107 64 59.8% 41 38.3% 21.5% NO. Please note explanation and Action Plans on space provided Pkgd. Food • Pkgd. Food
 Exceptional Findings
Action Plans Accounting Discrepancies Store Anomalies / Investigation(s)
Total Restaurant Total Restaurant Total Restaurant
• Tot. Rest. • Tot. Rest. •
• Beverages • Beverages •
• Brewed • Brewed •
• Espresso • Espresso •
• Blended • Blended •
• Other Bev • Other Bev •
Food Food Food
• Food • Food •
• Bakery • Bakery •
• RTE / RTD • RTE / RTD •
• Sandw. • Sandw. •

Retail Retail Retail

• Tot. Retail • Tot. Retail •

• WB • WB •
• Retail • Retail •
• Serveware • Serveware •
• Breware • Breware •
• ORP • ORP •
• Pkgd. Food • Pkgd. Food •
 Business Overview Action Plan Summary
PARTNER - Action Plan Summary

Partner Endorsements & "Ready Now" Bench Action Plans

•
•
•
•
•

Labor Metrics Action Plans Trading Hours Summary

"Cut" & "Paste" Labor Metrics Summary & Action Plan Table here "Cut" & "Paste" Trading Hours Summary & Action Plan Table here

Labor Metrics Summary & Action Plan

Operations and Manpower Summary & Action Plan
Labor Hours •
Trading Hrs. •

Personnel % •

Partners/str •

IPLH •

TPLH •

CUSTOMER - Action Plan Summary

Customer Voice Action Plans

Customer Connection •

Friendly & Focused •

Recognized by Name •
Recognized by Drink •
Greeted •
Thanked •
Store Operations •
Speed •
Helpfulness •
Order Accuracy •
Beverage Taste •
Food Taste •
Food Taste Great •

BUSINESS - Action Plan Summary

Sales Action Plans Profit & Loss Action Plans

Sales Attainment COGS / Markout
• •
Sales vs. Budget • •
COGS / Markout
• •
Comp Sales •
• Controllables
Comp Sales • •
• •
Comp ADT Controllable
•
Contribution
• •
Comp ADT
• •
Comp AT Store Profit
• •
Comp AT
• Store Profit •
•
Personnel
•
Personnel •
•
Occupancy
•
Occupancy •
•
 Supplies
•
Supplies •
•
Utilities
•
Utilities •
•
Security
•
Security •
•
Janitorial
•
Janitorial •
•
Maintenance
•
Maintenance •
•

COGS Analysis
Total Restaurant Retail
Tot. Rest. • Tot. Retail •
Beverages • WB •
Brewed • Retail •
Espresso • Serveware •
Blended • Breware •
Other Bev • ORP •
Food Pkgd. Food •
Food •
Bakery •
RTE / RTD •
Sandw. •

Inventory Movement Report

Ingredients Variance Retail Variance
Ingredient 1 • Retail 1 •
Ingredient 2 • Retial 2 •
Ingredient 3 • Retail 3 •
Ingredient 4 • Retail 4 •
Ingredient 5 • Retail 5 •
Food Variance Other Variance
Food 1 • Other 1 •
Food 2 • Other 2 •
Food 3 • Other 3 •
Food 4 • Other 4 •
Food 5 • Other 5 •

-R E P O R T E N D -
 Business - Inventory Movement
Identify and input your store's Top 5 variances (in terms of cost) for Ingredients, Food & Retail
Ingredients Qty. Variance Variance amount in pesos Findings Action Steps
Ingredient 1 0 0.00 Ingredient 1 • Ingredient 1
Ingredient 2 0 0.00 Ingredient 2 • Ingredient 2
Ingredient 3 0 0.00 Ingredient 3 • Ingredient 3
Ingredient 4 0 0.00 Ingredient 4 • Ingredient 4
Ingredient 5 0 0.00 Ingredient 5 • Ingredient 5

Food Qty. Variance Variance amount in pesos Findings Action Steps

Food 1 0 0.00 Food 1 • Food 1
Food 2 0 0.00 Food 2 • Food 2
Food 3 0 0.00 Food 3 • Food 3
Food 4 0 0.00 Food 4 • Food 4
Food 5 0 0.00 Food 5 • Food 5

Retail Qty. Variance Variance amount in pesos Findings Action Steps

Retail 1 0 0.00 Retail 1 • Retail 1
Retial 2 0 0.00 Retial 2 • Retial 2
Retail 3 0 0.00 Retail 3 • Retail 3
Retail 4 0 0.00 Retail 4 • Retail 4
Retail 5 0 0.00 Retail 5 • Retail 5

Other Variances Qty. Variance Variance amount in pesos Findings Action Steps
Other 1 0 0.00 Other 1 • Other 1
Other 2 0 0.00 Other 2 • Other 2
Other 3 0 0.00 Other 3 • Other 3
Other 4 0 0.00 Other 4 • Other 4
Other 5 0 0.00 Other 5 • Other 5
 Action Steps
•
•
•
•
•

Action Steps
•
•
•
•
•

Action Steps
•
•
•
•
•

Action Steps
•
•
•
•
•