Loyalty Program ROI Tracker for Small Breweries

✅ Sample Version (no sign-up required)

  • Calculates Average Spend per Ticket for all customers

  • Calculates Lifetime Revenue and Cost for rewards members

  • Profitability metrics calculated for rewards members:

    • Total Rewards Tickets

    • Rewards % of Taproom Tickets

    • Rewards Monthly Revenue

    • Rewards % Monthly Taproom Revenue

  • Clean layout for copying and pasting into your own reporting workflow

Spreadsheet showing monthly revenue, ticket sales, and membership data for a taproom rewards program from March 2022 to August 2023.

🔒 Get the Full Version (free with newsletter sign-up)

Everything in the Sample Version, plus:

  • Built-in correlation calculator to identify key growth levers

  • Charting of Average Spend per Rewards Ticket & Avg Spend per Ticket

  • Charting of Total Rewards Tickets & Total Taproom Tickets

  • Conditional formatting to illustrate month to month changes in Rewards % of Taproom Tickets and Reward % Monthly Taproom Revenue

  • A longer history of metric tracking

A detailed spreadsheet with a table of customer data, financial metrics, and performance statistics, including totals, averages, and percentages, as well as three line charts illustrating the relationship between average spend, rewards, and revenue over time.

The full version will arrive via link at the email you entered above. You’ll also get an occasional newsletter with tools and blog posts. Unsubscribe anytime.

This spreadsheet helps brewery owners track the financial performance of their rewards (mug club) program. It supports smarter decisions around discounts, program expansion, and whether it’s actually delivering rewards! You don't need to be a finance expert.

Who is this brewery rewards ROI tracker for?

This worksheet is designed for craft brewery owner-operators, taproom managers, or anyone managing their rewards program. If you’re not completely sure if your rewards program is helping or hurting your brewery, this tool is for you.

What will this brewery rewards ROI tracker help with?

It will help you track the real financial impact of your rewards program. You can see how much each member is contributing in terms of spend and frequency, how discounts affect profitability, how membership renewals and membership lifetime affect performance, and how growing the number of members changes total revenue.

When should you use this brewery rewards ROI tracker?

This worksheet should be updated monthly, ideally right after you close out your sales (POS) reporting for the previous month. It’s also helpful any time you're reevaluating membership pricing, discounts, or expansion plans.

Where does the brewer gather info from?

Pull data from your POS (ticket counts, spend, etc). Also, refer to your brewery’s accounting software (revenue). You’ll also need to know what perks you give (like per-pint discounts or free merch) and their cost. Additionally, you'll need a best guess for how long a rewards member stays active.

Why use this brewery rewards ROI tracker?

Because a brewery rewards program can seem successful but quietly erode margins if it's not monitored. This sheet gives you a clear picture of the long-term revenue and cost per member so you can make confident tweaks to the program—whether it’s pushing for more members, increasing engagement, or adjusting discount levels.

How to use this brewery rewards ROI tracker (step-by-step)

  1. Fill in the basic taproom data: Total Taproom Revenue, Total Taproom Tickets, and Active Members in the Rewards Program.

    1. The worksheet can track up to 36 months of data

  2. Input the Average Monthly Tickets, Average Spend per Rewards Ticket, Average Discount per Ticket, and Assumed Membership Lifetime (in months) per rewards member.

  3. Enter Membership Fees (initial and renewal) and Cost assumptions.

  4. Review the automatic calculations:

    1. Lifetime Revenue and Cost per member

    2. Monthly Rewards program Revenue and percentage of taproom revenue

  5. Use the chart to see which factors actually move the needle—tickets, spend, lifetime, or member count.