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Sample operator packet

What an owner actually opens.

A fictional review of a mid-size specialty grocer with pickup and third-party delivery. Real packets follow this same structure with the operator’s own records, sources, and assumptions.

Fictional sample data

Operator packet — sample edition

Hillside Market · Pickup & Delivery Review

Scope: 6 weeks

2 channels · 18 basket classes · 7 zones

Prepared by Fresh Margin Systems

Executive summary

Across the six-week review window, Hillside’s pickup and delivery channels carried roughly $2,940 of weekly contribution at risk — concentrated in a single delivery zone, a premium-substitution default, and produce vendor catalog drift. Five of eighteen basket classes are running negative on contribution after packaging, labor, and refund credits are accounted for. The four highest-value owner decisions are shown in the queue below.

Weekly contribution at risk

$2,940

Annualized exposure

$152,880

Negative basket classes

5 / 18

Confidence band

Med – High

Source map

Every figure in this packet is traceable. Verified records and operator-supplied assumptions stay separate.

POS exportsVerified6 weeks of basket-level data, daily granularity.
DoorDash & Uber Eats reportsVerifiedMarketplace gross, fees, refunds, and tips by order.
Delivery zone rulesVerifiedOperator-confirmed zone boundaries and current minimums.
Labor assumptionsOperator-suppliedLoaded hourly rate $24.50; pick minutes per channel from manager estimate.
Packaging costsOperator-suppliedPer-tier pack-out cost from current invoice averages.
Vendor invoices — produceVerified, partial8 of 14 produce vendors; remaining 6 from current catalog cost.
Refunds & substitution notesOperator-suppliedFrequency from manager review of last 30 days.

Leakage register

LeakWeeklyReversibilityConfidence
Delivery zone 3 creep$1,180Policy changeHigh
Premium substitution default rule$860Rule rewriteMed
Produce vendor catalog drift$540Weekly reviewMed
Cold-pack tier mismatch (Tier 2)$240Pack-out resetMed
Refund loop on out-of-stock swaps$120Workflow changeLow

Basket economics — sample classes

Five basket classes shown. Negative contribution highlighted.

Basket classAvg revenueCOGSPack + LaborDelivery + FeesContribution
Pickup · large prepared$78.20$32.10$6.40$0.00+$39.70
Pickup · small grocery$22.40$11.80$5.10$0.00+$5.50
Delivery Z1 · standard$54.30$24.20$6.80$11.40+$11.90
Delivery Z3 · small basket$24.10$11.20$5.90$13.20−$6.20
Delivery Z3 · refund-prone$31.80$14.40$6.30$13.20−$2.10

Owner decision queue — next 7 days

  1. 01

    Zone 3 minimum basket

    Set $42 minimum on Zone 3, or accept $1,180/wk contribution drag.

    $1,180/wkThis week
  2. 02

    Substitution ladder

    Replace premium-swap default with margin-safe ladder by category.

    $860/wkThis week
  3. 03

    Vendor review cadence

    Weekly produce vendor invoice vs. catalog reconciliation.

    $540/wkNext 14 days
  4. 04

    Cold-pack tier

    Move Tier-2 cold packs to baskets ≥ $35 only.

    $240/wkNext 14 days

Confidence labels

High

Verified records, full coverage of the relevant period.

Med

Mix of verified records and operator-supplied assumption.

Low

Predominantly assumption; treat as direction, not exact figure.

Assumptions & disclaimers

  • Loaded hourly labor rate of $24.50 is operator-supplied and load-bearing for pick / pack figures.
  • Courier premiums modeled at marketplace-reported rates for the review window; actual rates may shift weekly.
  • Refund frequency drawn from operator manager review of the last 30 days; not from a system extract.
  • Vendor catalog drift figure assumes 8 of 14 produce vendors with verified invoice movement; remaining 6 modeled from current catalog cost.
  • All figures are fictional. This packet is a sample of structure, not a real customer result. Fresh Margin Systems does not guarantee savings or outcomes. Operators remain responsible for legal, accounting, food safety, labor, delivery, and compliance decisions.

Next step

See what your own packet would say.

One workflow, one packet, one short cycle. If the economics aren’t worth pursuing, we say so.