Store Intelligence & Real Estate System
A foundational operations-led template for brands managing multi-location retail environments.
What This Is:
The Store Intelligence & Real Estate System is a comprehensive, operations-first spreadsheet designed to centralize everything you need to know about each individual store - before marketing, promotions, or vendor programs are ever planned.
This system turns your physical store footprint into structured, usable intelligence.
Instead of relying on memory, emails, site visits, or outdated documents, you'll have ONE organized source of truth for store details, signage real estate, equipment, foodservice operations, and key contacts.
WHO IS THIS FOR:
This template is built for:
Convenience store brands
Retail chains with multiple locations
Operators managing marketing, operations, or vendor programs
Teams who need accurate store data to execute efficiently
Marketers who are tired of guessing what a store can actually support.
WHAT'S INCLUDED:
Store Master List:
A centralized overview of every location including:
Store address, city, and contact details
Operating hours by day
Regional and store manager assignments
Store grade and scorecard field (ready for audit integration)
Marketing Real Estate Intelligence - Detailed tracking for:
Exterior and interior signage zones
Window placement and specifications
TV displays and digital screen locations
Equipment-specific marketing areas
What can be marketed - and where - by store
This allows you to plan campaigns based on ACTUAL available space, not assumptions.
IN-STORE FOODSERVICE - For locations with food service or QSR concepts
Kitchen and equipment inventory
Vendor and supply chain tracking
Cost alignment fields (food cost, labor cost, profitability indicators)
Operational notes tied directly to the physical setup
Vendor and Operational Awareness - Built-in structure to support:
Vendor visibility
Operational alignment
Smarter funding and promotion decisions
Cross-team communication between operations and marketing
WHY THIS MATTER
Most marketing fails because it's built without operational context.
You can't market what a store can't support.
You can't sell signage that doesn't fit. You can't scale promotions without knowing your real estate.
This system ensures:
Fewer execution errors
Faster campaign planning
Better vendor conversations
Stronger alignment between operations and marketing
FILE DETAILS:
Format: Microsoft Excel (.xlsx)
Compatibility: Excel, Google Sheets, Numbers
Delivery: Instant digital download after purchase
Editable: Yes, fully customiable for your brand
Use: Internal business use
WHAT THIS DOES NOT INCLUDE:
Store audit forms or scoring automation (available for separate download)
Live Google Forms or integrations
Ongoing support or customization
Store Audis & Scoring Systems are available as a separate upgraded file.
BOTTOM LINE:
Before you plan.
Before you promote.
Before you spend.
Know your stores! This system gives you the foundation to do exactly that.
LICENSE: Single-organization internal use only. Redistribution, resale, or reproduction of this template or its formulars is strictly prohibited.
