This feature is currently only available to users who are part of the beta program.
To join the beta, please contact support.
In this article, you will learn how to use the franchise reporting dashboard to gain advanced insights into the performance of your sub-accounts.
Monitoring sub-location performance from a centralized dashboard helps franchise HQs identify trends, compare location performance, maintain operational consistency, and make more informed business decisions across the organization.
Access requirements
The advanced BI dashboard is available only to franchise accounts with at least five sub-locations. Franchise setups with fewer than five sub-locations can use the standard franchise report to monitor performance.
Monitoring sub-account performance
To access the franchise dashboard:
- From the sidebar menu, select BI Dashboard
The BI dashboard gives franchise HQs a centralized way to monitor and compare performance across all sub-accounts from a single reporting experience.
Using advanced filters, you can analyze data by:
- Date range
- Specific franchise locations
- Job types
You can also view performance trends over an 18-month period to better understand long-term business growth and operational patterns.
Available insights include:
- Closed sales and booked revenue
- Average collected revenue
- Lead conversion performance
- Estimate won vs. lost rates
- Unpaid invoice status and aging
- Performance breakdowns by location, service area, job type, and ad source
- Call performance across locations, individual reps, and marketing channels
These insights can help franchise HQs identify high-performing locations, uncover operational inconsistencies, monitor marketing effectiveness, and make more informed business decisions across the organization.
Getting more granular insights with reports
The Franchise Dashboard is great for spotting trends across your locations. When you need to dig into the details behind those trends, like the specific jobs, payments, or invoices at each location, you can pull sub-account data straight into your reports.
From your HQ account, open any report and turn on the Display sub-account data toggle. The report then shows data from your HQ and all of its sub-accounts, and you can filter or group it by Sub-account to compare locations side by side.
To learn more, please see this article.