P&L Insights: Consistent Financial Reporting and Performance Benchmarking

Give corporate teams a comparable view of location financials and franchisees insight into their performance against peers. Collect P&L, manage submissions, and review financial trends and benchmarks in one place.

What’s New

• Compare financials consistently: Align each location’s accounts to your brand’s standard P&L categories, even when franchisees organize their books differently.
• Simplify financial collection: Connect QuickBooks Online, upload CSV or Excel files, or enter financials online. Save account mappings for repeat submissions.
• Control reporting schedules: Set reporting periods and due dates, track submission status, and lock completed periods, with a history of subsequent revisions.
• Review location and network results: Compare performance across periods and review combined results by segment or across the network.
• Benchmark against comparable locations: Help franchisees understand their financial performance relative to peers and identify areas for closer review. Access permissions govern visibility into location financials and benchmark views.

Get Started

• Corporate administrators configure standard P&L categories, reporting periods, and collection requirements in P&L Collection.
• Franchisees or their reporting teams connect QuickBooks Online, upload files, or enter financials, then review account mappings and submit.
• Open P&L Insights to explore available performance dashboards and peer benchmarks within your assigned access.

Projects: Organize Checklists, Manage Tasks, and Review Progress from the Overview

See checklist-based work, your assignments, and recent completions in one place. The new Projects Overview helps you review progress across locations, prioritize your work, and take action on your next task.

What’s New

• Organize work by checklist: Use the Projects card to find tasks grouped by checklist and navigate related work.
• Prioritize your assignments: My Tasks groups your open work into Overdue, Due, Starting, Active, and Upcoming, with counts for each group and mandatory tasks listed first. Due and Starting highlight tasks completing or starting this week.
• Take action from the Overview: Open a task’s detail panel to update its status, add comments, mention colleagues, and upload documents. Open the full Task page for additional detail.
• See what recently finished: Review checklist completions by location and completion time for Yesterday, Last 7 Days, Last 30 Days, or Last 3 Months. Repeat completions appear separately when a checklist is completed again after new tasks are added.
• Explore completed work: Select a completion to view completed tasks for that checklist and location. All cards respect your existing access permissions.

Get Started

• On Projects(Opener) Overview, use Projects to browse work by checklist or My Tasks to review and update your assignments.
• In Recently Completed, choose a period to review completions. The default is Last 7 Days.

Information Manager: Start Store Summary in Your Preferred Custom View

Go directly to the Store Summary view your team uses most. Set a Custom View as the landing page for immediate access to saved views, inline editing, and bulk updates whenever you open Store Summary.

What’s New

• Direct access to Custom Views: Land in a Custom View when opening Store Summary after login or returning from another module.
• Organization-wide default: Set a default Custom View to give your team a consistent starting point.
• Personal preferences: Allow users to choose their own landing view, or retain the organization’s default.

Get Started

• Contact your FranConnect Administrator to enable this capability and configure the organization’s default and user override settings.
• If personal overrides are permitted, go to Admin → Configuration to set your Store Summary landing preference.

Platform: Work Across Multiple Tabs with Greater Confidence

Keep modules and records open in separate browser tabs to move between tasks more efficiently. Shared session handling and checks for conflicting changes help protect your work as you switch between tabs.

What’s New

• Work across modules and records: Open different modules, different records, or the same record in multiple tabs within one user session.
• Stay informed across tabs: Tabs recognize relevant edits, deletions, logout, and session expiry events, helping prevent unintended updates from outdated information.
• Protect recent changes: A warning lets you know when the same record is already open in another tab. Validation before saving helps prevent conflicting changes and unintended overwrites.

Where It Applies

Multi-tab support is available in the following areas:

• Leads
• Brokers
• Locations
• Entity
• People
• Multi-Unit
• Regional
• Visits
• Royalty Invoices
• Sales
• Tasks
• Playbooks

Get Started

• Open the modules or records you need in separate browser tabs. 
• Multi-tab support applies to all users across the areas listed above and works on all major browsers.
• When a record is already open in another tab, review the warning and address any validation messages before saving.

Other Updates

Sales & Information Manager: FDD Sent Date in Emails and Item 23 Receipts

Include the FDD sent date in email subjects, email bodies, and Item 23 receipts using the new FDD Sent Date keyword ($FDD_SENT_DATE$). Add it from Keywords for Replacement → Others in FDD Email Templates or FDD Details in Item 23 Receipt templates. The date matches the portal’s Pending FDDs list and reflects the current send, including resends. Existing templates remain unchanged until you add the keyword.

Information Manager: Employee Email Addresses in People Summary

View employee email addresses directly in the Employees list to find contact details without opening individual records. Administrators can add Email Address through Summary Display Columns for People → Employees. Available in Foundation Essentials and Foundation Pro, with visibility governed by existing field permissions.

Custom Views: Include Up to 75 Columns

Include more of the fields your team needs in operational reports with an increased limit of 75 columns per Custom View, up from 50. A clear message lets you know when you reach the limit. Available to all customers.

Analytics: Expanded Actual vs. Budget Tracking

Track lead and opening performance against budget with new Prequalified Leads, Qualified Leads, and Operating Weeks by Opening Month KPIs. Enter and track budgets at Brand and Region levels alongside Global budgets, compare individual periods or running totals, and open the underlying records behind summary figures.

Mobile: Clearer Progress and Action Status

Know when to wait and when to take action in the FranConnect and Field Ops mobile apps. A loading indicator stays visible while an action is processing, followed by a success confirmation, a specific error, or a timeout message with guidance on what to do next.

Brand Consistency: Visit Timestamps for Clearer Audit Records

See the exact date and time a visit started and was completed to distinguish same-day visits and maintain precise records. Timestamps appear Visit Form PDFs, including expanded and compact layouts. Previously generated PDFs remain unchanged; regenerate them to display the updated timestamps and timezone.

Franchisee Support: Context-Aware Persona

Tailor Franchisee Support responses to each user’s brand, country, and role with one agent, instead of maintaining separate agents for each brand or country. Administrators can select the user details the agent considers (Name, Brand, Country, User Type, and Job Title) and add response instructions in the new Custom Context field in persona settings.

Easier Corrective Action Plan Access in RizePoint

We’ve aligned the permissions for viewing Corrective Action Plans with viewing submitted results. Previously, viewing a submitted result required only form and location assignment, while viewing its Corrective Action Plan also required activity type assignment. Now, users with the “View Action Plans” permission who are assigned to the relevant form and location can view the corresponding Corrective Action Plan, regardless of activity type.