March 2025 Release Updates[Latest Release]

Newly Redesigned Hub Now Available on the FranConnect Mobile App

The Hub is now faster, more intuitive, and fully optimized for mobile on the FranConnect Mobile App. With a redesigned FranBuzz, Library, Spaces, and Links, franchise teams can stay connected, collaborate effortlessly, and access key resources from anywhere.

• Optimized for mobile – Navigate easily with an intuitive, streamlined design.
• Redesigned FranBuzz – Share, engage, and stay updated with an improved social experience.
• Faster access to resources – Quickly find everything you need with the new Library, Spaces, and Links.

To Get Started:

1. Open the FranConnect Mobile App.
2. Navigate to The Hub to explore the enhanced mobile experience.
3. Connect, collaborate, and access key content with ease.

Learn More: Overview of The Hub 2.0 on the FranConnect Mobile App

Copy Existing Lead When Adding New Leads

Franchise sales teams can now copy data from an existing lead when adding new leads, eliminating manual data entry and ensuring consistency. This enhancement helps streamline lead management and improves data accuracy.

• Accelerate lead processing – Reduce manual data entry and speed up lead qualification.
• Ensure accuracy – Prevent duplicate or conflicting records by reusing verified data.
• Enhance efficiency – Quickly access historical lead information for better decision-making.

To Get Started:

1. Navigate to Sales > Lead Summary > Add Lead.
2. Click on the Existing Lead field and select a matching record.
3. Check Copy all data from existing Lead to transfer details.
4. Review or modify copied details before saving.

Note: When the option is selected, all system and custom tab information will be copied, except for the Compliance tab information.

Learn More: How to Add and Modify Leads in FranConnect

Filter FDD Summary by Lead Name

Sales teams can now quickly filter the FDD Summary Page by Lead Name, making it easier to locate and track FDD records for compliance and efficiency. This update ensures faster access to essential franchise disclosure documents.

• Simplify compliance tracking – Quickly find FDDs for specific leads without manual searches.
• Improve search efficiency – Reduce time spent filtering large datasets.
• Enhance record management – Maintain structured, searchable FDD data for accurate documentation.

To Get Started:

1. Navigate to Sales > FDD.
2. Enter a name in the Lead Name filter to refine search results.
3. Locate and review FDD records for the selected lead.

Learn More: Overview of FDD Management in FranConnect

Enhanced Location Lifecycle Stages View in Command Center

Franchise teams can now gain greater visibility into franchise locations with an enhanced Lifecycle Stages view in the Command Center. This update improves territory planning, site management, and franchisee support with more intuitive lifecycle tracking.

• Identify growth opportunities – Gain a consolidated view of locations to optimize expansion strategies.
• Reduce territory conflicts – Improve site placement insights to avoid market saturation.
• Strengthen franchisee support – Monitor lifecycle progress and provide targeted operational assistance.

To Get Started:

1. Navigate to Command Center > Locations Card.
2. Use the Lifecycle Stages filter to refine location views.
3. Select Multiple Location Types to display different locations on the map.
4. Identify location status using color-coded pins.

Transition to New Store Summary for Simplified Location Management

Franchise administration teams can now access a centralized Store Summary that consolidates In Development, Terminated, Franchisees, and Corporate Locations into a single, structured view for streamlined navigation and reporting.

• Gain a unified view – Easily access all franchise locations in one structured interface.
• Track lifecycle stages efficiently – Monitor locations as they move through different stages.
• Improve reporting accuracy – Simplify operational insights with better-organized location data.

To Get Started:

1. Navigate to Information Manager > Store Summary.
2. View franchise locations categorized by lifecycle stages.

Important Update:

• Transition to the new Store Summary by October 2025 to ensure uninterrupted service.

Include Franchise Business Consultant (FBC) in Location Emails

Franchise operations teams can now seamlessly include FBCs in email communications, ensuring they stay informed and engaged in key franchise updates. This enhancement improves collaboration and operational oversight.

• Improve collaboration – Keep FBCs updated on critical franchise communications.
• Provide timely support – Ensure FBCs receive real-time updates for better decision-making.
• Streamline workflows – Reduce manual follow-ups by automatically including FBCs in emails.

To Get Started:

1. Navigate to Info Manager > Store Summary.
2. Select a location and click the Send Email icon.
3. Check “Include FBC as CC” to copy the designated FBC.
4. Compose and send the email with the FBC included.

Newly Redesigned RizePoint Mobile Auditor User Experience

RizePoint is excited to be part of the FranConnect family and is committed to delivering the best-in-class experience for your auditors. Part of this commitment is upgrading the user interface for Mobile Auditor. In this update you will see enhanced ease of use and alignment with the look and feel of the FranConnect family of products.  

• Updated UI: The user interface of Mobile Auditor has been updated from end to end with new colors, typeface, and styling.
• Complete feature set: All existing Mobile Auditor features have been retained making it easy to adopt the new look and feel, and get your job done just as fast and efficient as before.
• Enhanced usability: We have focused on making Mobile Auditor easier to use on small format devices like smartphones.
• UI Toggle: Your users will be able to switch between the classic UI they are used to and the new UI through an option in settings.

To Get Started:

1. Let us know if you would like this feature enabled for your users.
2. Download RizePoint Mobile Auditor from the app store of your choice.
3. Log in to RizePoint Mobile Auditor using the credentials from your RizePoint site.
4. Navigate to settings and select “New” under the UI choices.
5. For web users, select the UI under the settings menu.

Limited Access Release: To enable this feature, contact betatesting@franconnect.com

Learn More: Overview of the New RizePoint Mobile Auditor User Experience

Enhanced Master Franchise Royalty Management

FranConnect now offers improved master invoice generation capabilities, allowing finance teams to manage invoices more effectively, including historical reporting and real-time invoice creation.

• Generate historical master invoices – Select a master and reporting period to create past invoices.
• Real-time invoice generation – Click a button to instantly generate invoices in bulk.
• Improve accuracy & control – Prevent master invoices from generating if all child invoices haven’t been reported.

To Get Started:

1. Navigate to Sales/Invoices in the FranConnect system.
2. Select a master invoice and choose a historical reporting period (e.g., Jan 2024).
3. Click Generate to create the invoice.
4. Manually generate the master invoice once all child invoices are reported.
5. Use the new feature to delete "Sales/Invoices" in bulk after invoicing but before payment processing.

Branded Certificate Generation for Training Completion

FranConnect now enables automatic certificate generation for users upon completing training modules or Fuel Gauge programs, ensuring compliance and professional recognition.

• Provide verifiable proof – Automatically issue certificates upon training completion.
• Customize certificates – Create certificates that match brand and compliance requirements.
• Simplify access – Store and manage certificates for learners and managers in one place.

To Get Started:

1. From World Manager, Navigate to Settings>System > System Configuration.
2. Click on Rewards and Achievements and select New Custom Certificate.
3. Select training components (Fuel Gauge, Courses, eLearning, Written Tests, Sign-offs, Appraisals, Internal Surveys, Events).
4. Choose a pre-created PDF template and attach optional rewards.
5. Enable options to include Training Name, Completion Date, and Expiry Date.
6. Click Save to activate the certificate.

For Managers & Employees:

• Certificates are issued automatically upon training completion.
• Access certificates via Training > Achievement Awards.
• Managers can track certificates under Custom Certificate Recipients.

Learn More

Automatic Training Status Reset for Reassigned Training

FranConnect now automatically resets training status to "Not Attempted" when users are reassigned training through Corrective Actions, Playbooks, or Opening tasks. This update ensures that users complete the latest training requirements and maintain compliance.

• Enforce retraining – Automatically reset training status when users are reassigned training.
• Ensure compliance – Require retraining when policies or procedures are updated.
• Reduce manual effort – Automate training status updates to eliminate administrative work.

To Get Started:

1. Assign training through Corrective Actions, Playbooks, or Opening tasks.
2. If the user previously Passed or Failed, their status resets to "Not Attempted" automatically.
3. Users with In Progress or Not Attempted status remain unchanged.

Important Update:

• This update applies to customers with Operations and World Manager integration enabled to ensure training is consistently tracked and updated.
• Training resets apply only to E-learning and courses.

New Franchise Sales Scorecard

FranConnect introduces the Franchise Sales Scorecard, providing real-time insights into lead performance, marketing efficiency, and conversion trends. This dashboard helps franchise sales and marketing teams analyze lead sources, track costs, and compare year-over-year performance to drive smarter franchise growth strategies.

• Identify high-performing lead sources – Optimize marketing strategies based on actual conversion data.
• Improve budget efficiency – Track cost per lead and adjust marketing spend for maximum ROI.
• Monitor sales trends over time – Compare lead generation and conversion rates across different time periods.

To Get Started:

1. Navigate to Analytics > Franchise Sales Scorecard in the FranConnect system.
2. Use filters to refine data by lead source, status category, and time period.
3. Review cost per lead, total lead count, and conversion metrics to identify opportunities for improvement.
4. Compare year-to-date performance with previous years to track growth trends.

Enhanced Franchise Lead Demographics Analysis

FranConnect has enhanced the Lead Activity Timeline Dashboard to provide deeper insights into lead demographics, helping franchise sales teams evaluate candidates more effectively and refine their recruitment strategies. This update introduces financial, age, and lead scoring metrics to optimize franchise development efforts.

• Assess financial capability – Use Total Net Worth to evaluate a lead’s financial strength and investment readiness.
• Identify ideal candidate profiles – Leverage Age Insights to track demographic trends and refine sales targeting.
• Evaluate lead scoring – Utilize the Heat Index to assess lead engagement and prioritize high-potential candidates.

To Get Started:

1. Navigate to Analytics > Lead Activity Timeline Dashboard > Self-Service view. 
2. Select Net Worth, Age, or Heat Index as filters to refine lead insights.
3. Analyze trends to optimize franchise development and recruitment strategies.

New Sales and Royalty Trends Dashboard

FranConnect introduces the Sales and Royalty Trends Dashboard, providing real-time insights into sales performance, invoices, and royalty adjustments across franchise locations. This dashboard helps franchise finance teams track revenue trends, monitor financial performance, and ensure accurate royalty reporting.

• Gain a complete financial overview – Track sales, invoices, and royalty adjustments across all units.
• Improve royalty tracking – Filter data by report period, unit, owner, and subcategories for detailed analysis.
• Enhance reporting accuracy – View detailed invoice data and unit-level financial insights to drive informed decisions.

To Get Started:

1. Navigate to Analytics > Sales and Royalty Trends Dashboard in the FranConnect system.
2. Use filters to refine data by report period, unit, owner, and subcategories.
3. Analyze sales trends, invoices, and royalty adjustments for specific franchise locations.
4. Switch between Invoice Details View and Unit View for a customized analysis.

New Site Visit Tasks Dashboard

FranConnect introduces the Site Visit Tasks Dashboard, providing real-time insights into visit tasks, compliance trends, and site performance. This dashboard enables franchise operations teams to track, analyze, and manage site visit activities efficiently, ensuring compliance and operational consistency.

• Monitor site visit status – Track completed, scheduled, in-progress, and non-compliant visits.
• Improve compliance tracking – Identify infractions, safety issues, and corrective actions by category.
• Enhance operational visibility – Filter and analyze tasks by assigner, assignee, task category, and due date.

To Get Started:

1. Navigate to Analytics > Site Visit Tasks Dashboard in the FranConnect system.
2. Use filters to refine data by task type, assignee, and visit status.
3. Review visit distribution trends, task completion rates, and compliance metrics.
4. Toggle between Task Details View and Visit Trend Analysis for deeper insights.