June 2025 Release Updates[Latest Release]

Track Performance Against Sales and Development Targets

A new Actual vs Target view helps you compare planned goals against real performance across key deal, lead, and opening metrics—enabling better forecasting, accountability, and planning.

• Projected Openings
  Track how many new stores are expected to open using Expected Opening Dates, and compare them against your monthly or period-based opening targets.
• Leads Through Funnel
  Monitor how many leads progressed through key statuses like Contacted, Hot, and Converted—measured by Status Change Date—to evaluate funnel efficiency and movement.
• Unit Count by Reference Dates
  Analyze progress across key development milestones such as Kick-Off, Real Estate Check, Design Session, and Lease Signed. Use Reference Dates to report on unit volume across stages and timeframes.
• Locations Sold for Closed Leads
  View the number of locations sold by referencing the Closed Date of leads marked as “Closed – Won,” giving you a clear lens into how closed deals translate into new units.

To Get Started:

• Navigate to Analytics > Develop > Actual vs Budget > Actual vs Target
• Use filters for Deal Type, Status, and Reference Date to tailor your view
• Switch between Grid View and Graph View to analyze performance trends visually

Visualize Unit Progression with Lifecycle Stage Analytics

We’ve introduced powerful new insights in the Unit Lifecycle Tracking dashboard to help you monitor how locations move through key development milestones over time. These enhancements provide greater visibility into unit development, allowing operations and development teams to improve forecasting, efficiency, and decision-making.

• Periodic Trends
  View how many units transitioned through each lifecycle stage—such as Agreement Signed, Site Selection, Leasing, and Construction—across selected time periods (e.g., monthly), making it easier to spot trends and monitor volume.
• Lifecycle Stage Timestamps
  Each stage change is now timestamped, allowing you to see exactly when a unit moved from one stage to another—improving historical tracking and transparency.
• Average Time in Stage
  Identify potential delays with new metrics that show the average number of days units spend in each lifecycle stage. This helps pinpoint bottlenecks and optimize development timelines.

To Get Started:

• Navigate to Analytics > Develop > Unit Openings > Unit Lifecycle Tracking
• Use View by Month to explore stage transitions over time
• Review Average Days Per Lifecycle Stage to identify delays
• Filter by Lifecycle Stage Change Date or specific units to drill deeper into performance trends

API Enhancements for Custom Profiles and Reference Dates

We’ve expanded API capabilities to support full lifecycle management of Custom Profiles and Reference Dates—empowering seamless integration and automation for franchise location data.

• Department & Milestone Tracking – Use Custom Profiles to tag locations with department-level ownership (e.g., Legal, Construction) and Reference Dates to track major project milestones (e.g., lease signed, open target).
• Full CRUD via POST Endpoints – You can now Create, Read, Update, and Delete Custom Profiles and Reference Dates using POST endpoints only—simplifying integration with external systems.
• Franchise-Level Integration – These fields are also now supported for Create, Read, and Update operations within the Franchise API, in addition to Franchise Location APIs.

To Get Started:

• Review updated API documentation at docs.franconnect.net
• Use POST endpoints to perform all CRUD operations for Custom Profiles and Reference Dates.
• Contact your Customer Success Manager or Integration Lead for implementation guidance and best practices.

Document-Level Access Controls in the Hub Library

We’ve added more flexibility to the Hub Library by introducing document-level access settings—making it easier to control who can see specific documents, regardless of folder structure.

• Fine-Tuned Document Visibility
  You can now define access at the individual document level using a new Document Accessibility option during upload. This allows you to share or restrict sensitive documents without changing folder permissions or reorganizing existing structures.
• Smarter Folder Display
  Folders that appear empty based on a user’s document access will now be hidden automatically—providing a cleaner, more intuitive browsing experience across the Library, Overview, Hub, and Global Search.
• Improved Control for Corporate Users
  Corporate teams can now share documents more selectively while keeping the Library well-organized. Document-level access enhances privacy and control without requiring folder changes.

To Get Started:

• Navigate to The Hub>Library > Add Document
• Use the Document Accessibility dropdown to define document-level visibility
• Hidden folders will apply to new folders created after this feature is released

New Franchise Lead Management User Experience

A redesigned Lead Management experience brings greater visibility, control, and efficiency to franchise lead tracking and engagement.

• Refreshed Summary Table – Access leads by status with tabs for All, New, Closed, Dead, and Custom, with counts displayed.
• Batch Actions – Perform updates on multiple leads at once, including status changes, ownership reassignment, and more—improving productivity for high-volume sales teams.
• Enhanced Filters – Switch between Mine and All views; selections auto-save to personalize your experience.
• Configurable Columns – Add, remove, or reorder columns. Admins define available options.
• New Visibility Columns – View associated Units, Lead Owners, and Owner Units directly in the grid.
• Streamlined Add/Edit Flow – Updated forms deliver a more intuitive experience for creating and modifying leads.

To Get Started:

• Navigate to Sales > Lead Management (New)
• Use the tabs and filters to segment leads
• Click Configure Columns to personalize your grid
• Use Add/Modify Lead to access the new form layout
• Select multiple leads and choose a batch action from the toolbar

Social Lead Ads Integration with FranConnect Sales via Zapier

We’ve made it easier to connect Facebook, Google and LinkedIn Lead Ads to FranConnect Sales—automating lead capture and improving response speed with zero manual entry.

• Seamless Lead Capture via Zapier
  Using Zapier, you can now link Facebook, Google and LinkedIn Lead Ads to FranConnect Sales. Leads are automatically captured, parsed, and formatted using FranConnect’s email parsing capability—eliminating manual effort and reducing the chance of errors.
• Automate Lead Entry
  As soon as a user submits a form on Facebook, Google and LinkedIn Lead Ads, the lead is pushed into FranConnect Sales in real time. This ensures faster response times and keeps your sales pipeline up to date and accurate.
• Reduced Manual Workload
  No need to export and import lead data or rely on delayed follow-up. This integration streamlines the process and allows your team to focus on engaging candidates rather than managing forms.

To Get Started:

• Set up email parsing in FranConnect Sales
• Use Zapier to connect your Facebook, Google and LinkedIn Lead Ads account to FranConnect
• Refer to the step-by-step setup instructions in the [Integration Guide] here

Transition to New Store Summary

A centralized Store Summary provides a unified view of franchisee, corporate, and development locations for easier tracking.

• Unified Location Management – View all location types in one place.
• Lifecycle Stage Tracking – Monitor progress across stages like In Development, Active, and Terminated.
• Improved Reporting Structure – Cleaner data and simplified navigation.

To Get Started:

• Navigate to Information Manager > Store Summary
• Use lifecycle tabs to review and filter location data
• Reminder: Migrate to the new Store Summary by October 2025 for uninterrupted access

Introducing Operations 2.0

FranConnect is excited to introduce a major user experience update for the Operations Module. This update will provide significant improvements to the overall user experience and introduce new functionality. Your organization can try this new experience early by reaching out to our customer success team starting in May 2025.

• UX Redesign – Comprehensive redesign of the UI including a new navigation menu, filters, column options, and reports.
• Quick Action Cards – Action cards to highlight upcoming tasks and visits.
• New Visit Types – Inspections and Business Reviews.
• Self-Assessments – Ability for a franchisee to conduct a self-assessment of their unit or performance.
• Templates – New templates for visit forms available through the Library.
• Playbook Tracker – New tracker to manage Playbook progress, notifications, tasks, and information feed.

To Get Started:

• Notify your customer success team that you would like early access to this new functionality
• Use the new Operations 2.0 module alongside the existing Operations module
• The module will be enabled for all customers in August 2025

New User Interface for RizePoint Mobile Auditor

RizePoint is excited to be part of the FranConnect family and is committed to delivering a best-in-class experience for your auditors. As part of this commitment, the Mobile Auditor user interface has been upgraded to align with the FranConnect platform.

• Updated UI – The user interface of Mobile Auditor has been updated 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 continue auditing without disruption.
• Enhanced Usability – The app is now easier to use on small-format devices like smartphones.
• UI Toggle – Users may switch between the new UI and Classic UI through an option in Settings.

To Get Started:

• Download RizePoint Mobile Auditor from your app store
• Log in using the credentials from your RizePoint site
• Navigate to Settings > UI Choices to switch between the new and Classic UI

Smarter, More Efficient Sign-Offs in World Manager

We’ve enhanced the Sign-Off experience to help you drive better compliance, save time, and deliver training more effectively.

• Mandatory Comments & Attachments
  Ensure complete documentation every time. Admins can now require users to upload a file and add a comment when marking a Sign-Off as Passed or Failed—helping reinforce accountability and audit readiness.
• Tenure-Based Targeting
  Deliver the right training at the right time. Sign-Offs can now be assigned based on how long a user has been active—tailor content delivery using minimum or maximum tenure settings to align with onboarding or milestone-based learning.
• Bulk Completion for All Users
  Save time on routine admin tasks. Managers can now complete Sign-Offs for all assigned users in one click—ideal for acknowledging group completions or recurring certifications.

To Get Started:

• Navigate to Training and Development > Admin > Sign-Offs
• Use the new setup options during Sign-Off creation
• Access Complete by Sign-Off > Bulk Sign-Off for group completions

Learn More

Set World Manager as Your Default Landing Page

You can now set Training & Development (World Manager) as your default landing page in FranConnect—giving you quicker access to training resources and a more personalized experience.

• Personalized Startup for Training Users
  Users who rely on World Manager for daily training and development activities can now configure it as their startup module, reducing clicks and improving workflow efficiency.
• Flexible for Cross functional Users
  If you use multiple modules in FranConnect, this setting allows you to choose the one most relevant to your role—ensuring you start each session in the right place.
• Smart Fallback Behavior
  If World Manager access is later removed from your profile, your landing module will automatically revert to the system default to avoid login errors.

To Get Started:

• Click your profile name in the top navigation of the FranConnect system
• Select Options > Configure Module Startup
• Choose Training & Development (World Manager) from the list
• Click Save
• On your next login, you’ll land directly in the World Manager module

Note: This option is available only to users with World Manager access and the permission "Can View Configure Module Startup."

Other Updates

Restrict Backdated Sales Adjustments by Franchisees

To ensure the accuracy and reliability of financial reports, franchisee users will now be restricted from making backdated adjustments to sales reports. Adjustments will only be allowed within a customer-defined reporting window (e.g., 7 or 15 days), helping to maintain clean historical data and prevent unauthorized changes. The system will automatically check the end date of each report—if it's within the allowed period, the adjustment option will appear; otherwise, it will be hidden for franchisee users.

Note:

• This restriction applies only to franchisee users and hierarchy users  
• Corporate users remain unaffected and can continue making adjustments at any time
• To configure the adjustment window, please email FranConnect support at helpdesk@franconnect.com

Automated Access and Updated Label for Training & Development

This release introduces automation for managing user access to Training & Development (formerly labeled World Manager). When integration is enabled, user status in the training platform is now automatically controlled via the Training & Development Access checkbox during user creation or updates, streamlining access management across systems.The updated label, Training & Development, now appears in relevant areas of the FranConnect interface, such as user creation and filters, providing a more intuitive and consistent experience.

Note:

• This is a visual label update only; no changes have been made to existing users.
• Admins can customize this terminology using the Configure Translations section under Admin > Configuration.

Streamlined View Alignment of Owner and Consultant Responses

We’ve improved the Consultant interface during web-based self-assessments to ensure clear alignment between Owner and Consultant responses. Consultants can now add private comments without disrupting the layout, making it easier to compare inputs and maintain assessment accuracy. This update improves clarity without impacting the Owner experience.

Lock Sales Report Edits After Royalty Invoice Generation

To maintain financial accuracy and data integrity, sales reports will now be locked from further edits once a royalty invoice has been generated. This ensures reported sales data remains consistent with invoiced amounts and eliminates the risk of discrepancies caused by post-invoice changes.

Sales Report Review and Modification Logs

To improve accountability and visibility, FranConnect will now track and display acknowledgment and modification history within the sales report timeline. Users will see a detailed log showing who reviewed the report, when it was acknowledged, and any subsequent modifications—ensuring transparent tracking of all activity related to sales data.