Analytics: Financial Leaderboard - A Centralized View of Revenue Performance.
The Financial Leaderboard introduces a powerful, intuitive way to track and compare financial performance across centers and regions. This new module brings transparency and clarity to revenue data, helping leaders quickly identify top performers and benchmark results across the organization.
Benefits
Gain a complete view of financial performance across all centers
Identify top-performing locations instantly with visual rankings
Drill down using filters for month, division, region, and state
Simplify performance reviews with clear, ranked data views
Empower decision-making with revenue insights at every level
Key Changes
Top 3 Performers View – Instantly highlights the highest-revenue centers with rank and revenue cards
Comprehensive Leaderboard View – Displays all units with center name, owners, region, revenue, and rank
Interactive Filters – Filter by month, division, region, country, and state for focused performance tracking
Consistent Data Presentation – Standardized formatting across rankings for easier analysis
Improved Visualization – Enhanced readability with clean design and structured layouts
To Get Started
Navigate to Analytics > Profit > Financial Leaderboard
Use filters to select the desired month, division, or region
Review the Top 3 Performers and explore Complete Rankings for full details
Export or snapshot views for performance reviews or reporting
Analytics: Killed Leads by Stage - Deeper Insights into Lead Attrition.
The new Killed Leads by Stage dashboard provides a clear, visual breakdown of where and why leads drop off during the sales process. This feature helps teams identify common attrition points, understand loss reasons, and refine engagement strategies for better conversion outcomes.
Benefits
Gain visibility into lead drop-off trends across every stage of the funnel
Identify key reasons for lead loss to improve follow-up and qualification strategies
Measure performance impact by stage with easy-to-read visual charts
Compare lead attrition patterns over dynamic date ranges
Support data-driven decisions to enhance lead management effectiveness
Key Changes
Stage-Level Overview – Displays killed leads as a percentage of total leads by stage (New Lead, Contacted, No Show, Franchise Awarded)
Reason Analysis Chart – Visualizes top loss reasons such as Bought a Different Franchise, No Response, and Deferred Decision
Detailed Table View – Shows stage-wise breakdowns with reason-level percentages for granular insight
Dynamic Filters – Adjustable time filters allow focused performance analysis
Flexible View Modes – Toggle between Lead Count and % of Leads for customized reporting
To Get Started
Navigate to Analytics > Develop > Killed Leads by Stage
Adjust the Status Change Date filter to the desired range
Review the Stage Snapshot and Killed Leads by Reason chart for trends
Drill down into the Stage Details Table for specific loss categories
Frannie AI: Sales Coach Agent: AI-Powered Lead Coaching.
The Sales Coach Agent integration introduces real-time, AI-driven lead evaluation directly within the sales workflow. Lead owners can now send individual leads to the Sales Coach agent for instant assessment and actionable recommendations - helping teams prioritize high-potential leads and respond with precision.
Benefits
Accelerate lead evaluation with instant AI-driven insights
Empower sales reps to make data-backed, informed engagement decisions
Improve conversion rates by focusing on leads with higher heat index scores
Gain consistent, expert-level guidance based on FranConnect’s proprietary sales methodology
Reduce manual review time with one-click access to AI assessments
Key Changes
One-Click Lead Assessment – From the Lead Management screen, select a lead and click the AI icon to initiate a Sales Coach review
Real-Time Analysis – The Sales Coach provides on-demand evaluations, highlighting lead quality and readiness
Targeted for Hot Leads – Designed for high heat index leads with greater conversion potential
Guided Recommendations – Offers tailored next-step suggestions, script ideas, and engagement tactics for each lead
Seamless Integration – Embedded within the existing Sales module for a unified user experience
To Get Started
Navigate to Sales > Lead Management
Select any active lead and click the AI (Sales Coach) icon
Review the AI-generated recommendations on next steps and engagement strategies
Apply the suggested actions directly from the same view
Frannie AI: Agreements Support Agent – AI-Powered Agreement Data Entry
The new Agreements Support Agent streamlines franchise and lease agreement data entry in Info Manager using AI-powered automation. This intelligent assistant extracts key information directly from uploaded agreements and populates the relevant fields automatically, reducing manual work and improving accuracy.
Benefits
Save time by automating franchise and lease agreement data entry
Minimize manual errors and ensure consistent data capture
Improve operational efficiency for corporate and legal teams
Key Changes
Automated Data Extraction – Uses AI to detect and extract key fields from uploaded franchise and lease agreements
Seamless Data Entry – After review, automatically populates the Agreement and Real Estate tabs within Info Manager
Error Reduction – Ensures cleaner, more consistent agreement data across the system
To Get Started
Upload franchise or lease agreements within Info Manager
Review extracted data suggested by the Agreements Support Agent
Approve entries to automatically populate fields in the respective tabs
Sales: Additional Actions and Triggers in Sales Workflows – Smarter Automation Based on Engagement.
The Sales Workflows system has been enhanced with new triggers, conditions, and actions that respond to lead engagement behavior. These updates enable more timely, personalized follow-ups and improved automation flexibility, helping sales teams act faster and boost conversion efficiency.
Benefits
Automate follow-ups based on real-time email engagement
Improve lead nurturing with personalized, behavior-driven actions
Streamline sales operations with new workflow triggers and actions
Maintain existing workflows with no disruption
Key Changes
-
New Trigger Events – Workflows can now be initiated when:
A lead opens an email
A lead does not open an email
A lead clicks on any URL in an email
A lead does not click on any URL in an email
A remark is added for a lead
The lead status does not change for X days
New Actions – Introduced Change Lead Owner action to automatically reassign ownership based on trigger conditions
New Condition Option – Added “greater than” operator for Inquiry Date condition
Additional Field in Trigger – Added ‘Forms’ fields for When a Visit is Updated trigger, applicable to both Unit and Owner
Data Change – Users will now see new events, actions, and conditions in the workflow builder; existing workflows remain unaffected
To Get Started
Navigate to Sales > Workflows
Open or create a workflow and review the new Triggers, Conditions, and Actions
Configure automation based on lead engagement metrics and save changes
Sales: Co-Applicant Option in Workflow – Streamlined Email Communication.
A new option has been added to improve communication automation in workflows. Users can now include Co-Applicants when sending emails through workflow actions, ensuring that all relevant parties receive updates simultaneously.
Benefits
Automatically include co-applicants in workflow email communications
Eliminate manual steps for sending duplicate messages
Maintain consistent communication across all lead contacts
Key Changes
New Checkbox Option – Added “Send Email to Co-Applicants” in Workflow → Send Mail action
Behavior Consistency – Functions the same way as the existing Send Email to Lead option
Automation Support – Enables workflows to automatically send emails to both the lead and any linked co-applicants
To Get Started
Navigate to Sales > Workflows
Open or create a workflow using the Send Mail action
Select the new checkbox “Send Email to Co-Applicants” to include them in automated emails
Sales: TCPA Compliance – Strengthening Communication Compliance.
To help organizations meet regulatory requirements, FranConnect has introduced a comprehensive set of TCPA (Telephone Consumer Protection Act) compliance features across Sales. These enhancements ensure that all call and SMS-based communications follow federal and state-level compliance standards
Benefits
Maintain full compliance with TCPA regulations for calls and SMS
Protect customer privacy and reduce risk of regulatory violations
Automate consent tracking, opt-outs, and DNC list enforcement
Improve transparency with complete audit logs and communication controls
Key Changes
Consent Management – Capture channel-specific SMS consent and manage the full consent lifecycle, including grant, revoke, and audit tracking
DNC List Management – Upload and manage DNC lists manually or via file from the Admin panel; view DNC status on lead records with color-coded alerts
Opt-Out Automation – Detects keywords such as STOP, CANCEL, and QUIT to automatically remove leads from future communication, send confirmation SMS, and log the action
Communication Controls – Enforces time-of-day and state-specific contact rules; messages sent outside valid hours are queued or blocked, with visibility through logs and alerts
To Get Started
Go to Configurations > Communication Rules
Configure DNC lists and set default Communication Hours for SMS activity
Manage consent settings and view SMS subscription options directly in Lead Details or Webforms
Sales: Lead Management UX – A Modern, Easier Way to Manage Leads.
The Lead Management interface has been completely redesigned for a faster, cleaner, and more flexible experience. This update modernizes navigation, improves usability, and gives users more control over how they view and manage leads.
Benefits
Work faster with a modern, responsive interface
Customize lead views and layouts to match your workflow
Search and filter leads quickly using system or custom fields
Access details and perform actions in fewer clicks
Manage multiple leads at once with simplified bulk actions
Key Changes
Tabbed View by Lead Status – Quickly view and manage leads grouped by current status
Customizable Columns and Views – Add or remove fields, save personal views, and allow Admins to configure columns organization-wide. Now supports additional columns from Primary Info, including Forecast Revenue, Marketing Code, Lead Rating, UTM Parameters, Broker Details, and more
Enhanced Search & Filters – Search by system or custom fields for faster, more accurate results
Redesigned Lead Details – Pin tabs, search from the top navigation, and switch between leads easily
Filter by Status on ‘All’ Tab – New filtering option for improved visibility
Admin Controls – Show or hide columns via Admin > Configuration > Configure Summary Display Column; updates apply instantly
To Get Started
Go to Sales > Lead Management (New)
Use tabs, filters, and views to explore the new layout
Admins: Enable the “Can Access New Lead Management” privilege in Roles or contact Customer Ops for setup
Opener: Reassign Checklist – Streamline Recurring Franchise Processes.
Simplify recurring franchise workflows such as renewals or transfers with the new Reassign Checklist enhancement. This feature enables users to efficiently recreate all tasks from an existing checklist for the same location, eliminating repetitive manual setup and maintaining consistency across recurring operational cycles.
Benefits
- Reuse existing checklists effortlessly for recurring processes.
- Reduce manual rework through automated task regeneration.
- Maintain consistency and ownership across repeated checklists.
- Gain better visibility into task dependencies and reassignment timelines.
Key Enhancements
- Reassign Checklist Action: A new Reassign Checklist option is now available in the three-dot menu for checklists already assigned to a location. When triggered, the system automatically regenerates all tasks from the existing checklist for the same location.
- Task Retention and Reset: Reassigned tasks retain their original configuration — including subject, owner, and contacts — while their status resets to Pending based on the reference date.
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New Tracking Fields
- Assigned Date – Captures the date when the checklist was reassigned.
- Task Dependent On and Dependency Date – Newly added fields in the Task Summary Table for improved visibility into task dependencies.
- Admin Configuration: Admins can enable or disable the new Task Dependent On and Dependency Date columns under Configure Summary Columns for checklists.
To Get Started
- Navigate to Opener > Unit Summary > Location View or Manage Active Location > Assign Checklist.
- Open an existing checklist and select Reassign Checklist from the three-dot menu.
- Confirm to recreate all tasks with updated statuses and dependencies.
Additional Notes
- Reassignment is supported for both dependent and independent tasks, including completed checklists.
- No task creation emails are triggered during reassignment.
- Supports assigning the same Renewal or Transfer checklist multiple times to track each instance separately.
Information Manager: Enhanced Franchise ID Assignment During Transfer – Greater Flexibility and Clarity
The Enhanced Franchise ID Assignment update introduces more control and transparency during location transfers. Admins can now choose whether to retain or reassign Franchise IDs, making it easier to manage ownership changes and full transfers accurately and consistently.
Benefits
Gain flexibility to retain or reassign Franchise IDs based on transfer type
Avoid unnecessary ID changes during ownership-only transfers
Maintain cleaner, more consistent Franchise ID records across the system
Improve clarity with a clear distinction between ownership changes and full transfers
Key Changes
New Transfer Type Field – Clearly indicates whether the process is a Full Transfer (new owner and location) or Ownership Change only
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Franchise ID Options – Admins can now choose to:
Keep the existing Franchise ID for the new location (assigning a new ID to the old record), or
Assign a new Franchise ID to the new location following the existing process
System-Generated Suffixes – Automatically applied to terminated records to preserve historical tracking
Feature Flag Control – Enables a safe and gradual rollout for selected teams or customer groups
To Get Started
Email helpdesk@franconnect.com to enable this update
Go to Info Manager > Store Summary > Transfers
Initiate a transfer and select the desired Transfer Type
Choose the preferred Franchise ID Option (retain or reassign) based on the transfer scenario
Information Manager: Bulk Location Data Update - Save Time Managing Multiple Units.
The new Bulk Location Data Update feature allows authorized users to quickly update specific fields across multiple locations in a single action. From the Location Summary page, users can apply common values to selected fields for up to 500 units at once—ensuring consistency and reducing repetitive manual work.
Benefits
Save time by updating multiple units in one step
Maintain consistent, accurate data across all locations
Eliminate repetitive manual edits
Improve efficiency in managing customer and location information
To Get Started
Go to Information Manager > Locations > Custom Views
Select one or more locations (up to 500 at a time)
Choose the fields to update and enter the new value(s)
Apply changes — selected fields will update across all chosen locations
Unsupported Field Types
Bulk updates are not available for:
Multi-Input (Regular & Tabular) fields
PII (Personally Identifiable Information) fields
Document Upload fields
SYNC fields
Information Manager: 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
Note: All systems will be transitioned to the new Store Summary views as part of the December release on Dec 16th.
Royalty Manager: Simplified Version of Invoice – Clearer and Faster Invoice Review.
The new Simplified Version of Invoice option introduces a cleaner, more efficient layout for reviewing invoices. When enabled, the breakdown of Additional Fees appears directly in the invoice summary, eliminating the need to scroll or open detailed sections—making invoice verification faster and easier.
Benefits
- Review invoices faster with key fee details visible upfront
- Reduce clicks and scrolling between sections or pages
- Generate clearer, more concise PDFs for distribution
- Improve efficiency in verifying and approving invoices
Key Changes
- Additional Fees Breakdown in Summary – Displays the full breakdown directly within the invoice summary
- Hidden Invoice Item Details – The Invoice Item Details section is hidden when the simplified layout is enabled
- Unified Feature Flag – A single toggle, “Simplified Version of Invoice”, controls visibility of both the summary and details
- Optimized PDF Layout – The exported PDF mirrors the simplified UI layout for consistency
- Compact Formatting – Reduces blank space on the PDF’s first page for better visibility
To Get Started
- Email helpdesk@franconnect.com to enable the “Simplified Version of Invoice”
- Open any invoice to view the new layout with the Additional Fees breakdown in the summary
Additional Notes
- Applies to both invoice detail UI and PDF export layouts
- If “Additional Fees” spans multiple items, continuation on a new page is supported
Operations: Operations 2.0 – A Modernized Experience for Field and Performance Management.
FranConnect is introducing a major user experience update with Operations 2.0. This release delivers a refreshed interface, improved usability, and new capabilities designed to simplify operational oversight and enhance franchise performance management.
Users can access Operations 2.0 alongside the existing Operations module during the transition period. Operations 1.0 will be sunset in March 2026.
Benefits
Experience a modern, streamlined Operations interface
Access key information faster through improved navigation and layout
Conduct inspections, reviews, and self-assessments more efficiently
Leverage new reporting and tracking tools for better visibility
Key Changes
UX Redesign – Comprehensive redesign of the interface with new navigation menus, filters, column options, and reports
Quick-Action Cards – Highlight upcoming tasks, visits, and priorities for faster access
New Visit Types – Support for both Inspections and Business Reviews
Self-Assessments – Franchisees can now conduct self-assessments of their unit performance
Templates – Access new visit form templates through the centralized library
Playbook Tracker – New tracker to manage Playbook progress, notifications, tasks, and information feed
To Get Started
Select Operations (New) from the FranConnect navigation menu
Explore the redesigned layout, quick-action cards, and new visit types
Begin using the new self-assessment and playbook tracking tools
Brand Consistency: Improved UI for Visit Summary PDFs.
We've proved the downloadable PDF summaries for completed visits, making them more compact, easier to read, and better organized. This update helps you find key information faster and reduces the number of pages. The new format will become the default for Visit Summary PDF downloads starting in November at which time we will discontinue support for the Expanded view.
Key Updates:
- Improved header: More pertinent information available front and center in the header.
- Data placement: Form, Section, and Question scores visible at the top of each table.
- Improved layout: Better use of space on each page using fewer pages and reducing file size.
- Select your preference: You may select to use the Expanded or Compact version of the PDF Through the admin panel.
To Get Started:
- Requires FranConnect Operations
- Complete any visit and select the “Download visit summary as PDF” option in the three-dot menu for the audit result
Brand Consistency: Field Ops App “Type” and “Category”.
We have added the ability to filter your Action Items by “Type” and “Category” while creating a task in the Field Ops mobile app. Previously when creating a task at the form or question level you had to select your Subject (Activity) from the full list defined in your settings. You are now able to select the activity Type and Category to narrow the Subject options when creating your task.
Key Updates:
- Filter matching: Based on the Types and Categories you select when creating a new task, Action Items (Subjects) will be automatically filtered to match.
- Visit Summary: Type and Category are now visible in the Visit Summary on mobile.
- Visit Summary PDF: Type and Category are now visible in the Visit Summary PDF.
To Get Started:
- Create Action Items, Types, and Categories (aka Spaces) in the Viist’s settings by going to Admin > Visits > Actions Library
- This feature is available to all customers using the Operations module.
Rizepoint: New Navigation UI.
We are excited to continue our user experience update with a new navigation menu in RizePoint. With this update, the page navigation menu will move from the top of the screen to the left side, matching the navigation experience in the FranConnect platform. You may opt into this new navigation experience starting in November. This will become the default navigation starting in January 2026.
Key Updates:
- Left side navigation: The navigation menu has moved from the top of the screen to the left side to match the navigation in FranConnect.
- Auto expand: The navigation menu automatically expands when you hover over the icons on the left side of the screen and automatically collapses when you move your cursor away.
- Retain custom labels: Any customization you have made to the labels on your site will be retained and visible in the new navigation system.
- Beta: If you would like to try out the new navigation, please let your CSM know. We will enable this for all customers in January of 2026.
To Get Started:
- Let your Customer Success Manager know you would like the new navigation system enabled for your site.
- All users of your site will experience the new navigation system once enabled.
Rizepoint: New Analytics Catalog.
We are excited to introduce a brand-new Analytics Catalog for RizePoint (Optik IQ) that will streamline the reporting and dashboard experience. This update will make it easy for you to understand and visualize the value of your operations platform from day one without having to create or customize any dashboards on your own.
Key Updates:
-
Brand new dashboards: Seven brand new dashboards based on industry standards and best practices focused on the following areas:
- Site Visits
- Corrective Actions
- Location Details
- Audit Comparison
- Compliance
- Ratings
- User logins
- With many more to come
- No setup required: The Analytics Catalog is fully maintained by FranConnect and is ready to go on day one with no setup required.
- Standardized: The Analytics Catalog is designed to meet the varied needs of our customers and does not allow for customization.
- Continued support for existing analytics: You may continue to use our existing analytics system for as long as you wish. This update is purely additive upon request.
To Get Started:
- The new Analytics Catalog requires the purchase of the FranConnect Analytics package.
- Contact your account representative for more information.
Other Updates
Hub: Global Search for Spaces – Faster Access to Structured Knowledge.
The Global Search experience has been enhanced to include Spaces (Categories) from the Hub, making it easier for users to discover, navigate, and access structured knowledge resources across the platform.
Benefits
Quickly locate relevant content within Hub Spaces
Improve discoverability of structured knowledge and shared resources
Navigate seamlessly to specific Spaces without multiple clicks
Maintain secure, permission-based access to search results
Key Changes
Spaces Option in Hub Dropdown – Search directly within Spaces using the Hub search dropdown
Expanded Coverage – Search by Space titles or content within each Space
Enriched Results – Results display title, type, default icon, last modified date, and view count for better context
Seamless Navigation – Click results to open the corresponding Space landing page
Access Control & Logging – Search results respect user permissions and are logged under Admin > Access Control > Search Logs
To Get Started
Go to Global Search
Use the Spaces option in the dropdown to search across categories
Click any result to open the related Space directly
Platform: SAML Update – Enhanced Security and Certificate Transparency
The SAML response generated by FranConnect when acting as an Identity Provider (IdP) has been enhanced to include the X.509Data element within the <ds:KeyInfo> section of the XML Signature. This improvement strengthens SSO integrations by embedding the signing certificate directly in the SAML response.
Benefits
Improves interoperability and trust between Identity Provider (IdP) and Service Providers (SPs)
Enables SPs to verify digital signatures without prior certificate exchange or metadata lookup
Simplifies SSO configuration and reduces setup complexity
Enhances overall security and transparency of authentication workflows
Key Changes
Embedded X.509 Certificate – The X.509 certificate used for signing is now included in the
<ds:KeyInfo>section of the SAML responseStreamlined Verification – Service Providers can verify signatures directly from the response, eliminating dependency on external certificate retrieval
Improved Compliance – Aligns FranConnect’s SAML implementation with common SSO standards and best practices
To Get Started
No configuration changes are required for existing SSO integrations
The enhancement automatically applies to all environments where FranConnect acts as an Identity Provider (IdP)