Analytics: P&L Dashboard for Franchisees
Make unit economics easier for franchisees to understand and act on. Owners can see what is driving revenue, costs, and profitability, monitor how performance changes over time, and compare each location with similar units. This creates a stronger foundation for operating decisions and performance conversations.
What’s New
- Understand financial health: Review revenue, total costs, EBITDA, gross profit, operating income, net profit, and related margins in one view.
- Identify profit drivers: Explore revenue and cost categories and subcategories to see which areas are strengthening or putting pressure on profitability.
- Monitor performance trends: Compare monthly, quarterly, and year-over-year results across revenue, expenses, profits, and margins.
- Manage multiple locations: Multi-unit franchisees can move between their owned units to identify where performance is strongest and where attention may be needed.
- Benchmark with relevant peers: Compare each unit’s results, rank, and variance with an anonymized peer-segment average to understand how it performs relative to similar locations.
A built-in glossary explains each financial measure and calculation, giving franchisees and brand teams consistent definitions for reviewing performance.
Get Started
- Open the P&L Dashboard, select an owned unit and reporting year, and begin with P&L Overview.
- Use Revenue Analysis and Cost Analysis to investigate the factors contributing to the results.
- Open Peer Benchmarking to compare the unit with its applicable segment and identify the largest performance variances.
Analytics: Lead Engagement
Give franchise development leaders a clear view of how consistently their teams follow up with prospects. Lead Engagement organizes activity across calls, emails, SMS, tasks, and remarks, making it easier to identify slow response times, uneven follow-up, and opportunities for more focused coaching.
What’s New
- See engagement by channel: Review calls, Outlook emails, campaign emails, SMS messages, tasks, and remarks in one channel-based scorecard.
- Monitor speed to lead: Track time to first manual contact and see how leads are distributed across response-time ranges.
- Identify follow-up gaps: Analyze engagement and response times by user or lead to see where activity is consistent and where prospects may be waiting.
- Understand engagement coverage: See which channels teams use and when outreach occurs across each day of the week.
- Track changes over time: Compare month-to-date activity with the previous month and analyze weekly, monthly, quarterly, or yearly trends.
Get Started
- Open Lead Engagement from Analytics and select the relevant reporting period.
- Review the channel KPIs to understand overall franchise development activity.
- Use Speed to Lead, response-time, user, and lead views to identify specific follow-up and coaching opportunities.
Brand Consistency: Connect Corrective Tasks to Audit Questions
Turn visit findings into clearly defined, trackable action. Field Business Consultants and owners can create tasks from individual audit questions, ensuring each follow-up action retains the context needed for clear ownership, productive coaching, and accountable completion.
What’s New
- Capture action during the visit: Select Add Task beside a question to create one or more related tasks on web or mobile.
- Give assignees complete context: Each task retains the related question, form tab, and section so the recipient understands what was observed and where.
- Associate tasks created later: Select the franchise and visit, then find the relevant question in a searchable list organized by form section.
- Carry context through follow-up: Question details appear in action plans, visit summaries, task details, notifications, PDF reports, and Excel exports.
- Review related actions efficiently: Filter or sort tasks by question, configure the Question column, and retain the criteria in saved views.
Question, tab, and section details are also supported in workflow email templates and task API responses.
Get Started
- During a visit, open the Visit tab and select Add Task beside the relevant question. Enter the task details and save.
- When creating a task outside a visit, select the franchise and visit before choosing the related question from the Question field.
- Use the Question filter on the task list to review actions connected to a particular audit area.
The value is not the new role setting itself. It is giving authorized corporate teams scalable access to the user experience so they can troubleshoot issues, verify access, and support the network more efficiently.
Administration: Scalable User Impersonation Access
Help corporate teams resolve user issues faster by allowing authorized administrators to experience FranConnect from the user’s perspective. Impersonation makes it easier to verify role and location access, reproduce reported issues, and provide more informed support. Role-based provisioning extends this capability consistently as the franchise network grows.
What’s New
- Support users in context: Access the same experience as the user to better understand and resolve reported issues.
- Verify access and visibility: Confirm that users can see the correct locations, information, and functionality for their responsibilities.
- Extend impersonation by role: Enable Can Manage Impersonation Access to make all users assigned to a selected role available for impersonation.
- Include new users automatically: Users added to the role become available for impersonation as soon as the role is assigned.
- Scale corporate support: Maintain consistent impersonation coverage as users and locations are added across the network.
Get Started
- Navigate to Admin → Roles → Role Privileges and select the role you want to configure.
- Enable Can Manage Impersonation Access and save the role.
- All current and future users assigned to that role will automatically be available for impersonation.
Other Updates
Candidate Coach: Local-Time Delivery for Automated Messages
Deliver automated candidate communications at appropriate local times without manually adjusting schedules across time zones. Candidate Coach uses each candidate’s local time when sending automated follow-ups and appointment reminders. Follow-ups scheduled outside the 8:00 a.m. to 9:00 p.m. delivery window move to the next available sending time. Appointment reminders scheduled outside the window are sent at the next eligible time only when they can still provide at least 15 minutes’ notice. Otherwise, they are not sent. The candidate timeline records any timing adjustment and its reason. No configuration is required, and the controls apply to automated messages only.