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Corporate Dashboard
Corporate Dashboard
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

The corporate dashboard allows you to:

  • manage franchisee locations

  • collect royalty fees "at source" -- the moment they receive payment

  • pull analytics for all locations or by selection

  • standardize staff capabilities across locations

  • use AI insights to answer questions on key metrics from each location

Requirements: To use this feature, you'll need a signed Franchise Disclosure Document (FDD) and at least six franchise locations. If you meet these requirements, use this link to get started.

Here's a preview of how the Corporate Dashboard makes managing multiple locations feel like clockwork.

Manage Franchisee Locations

Your Franchisees page displays all individual franchisees within your corporation. You'll see the detail of each franchisee, and, if needed, can quickly navigate to their host dashboard.

You can view / edit an individual franchisee's royalty fees; and see its business insights.

Create regions: Organize your franchisee locations by, say, country, or another grouping that pertains to your business and customer base.

Collect Royalty Fees

Manage royalty fees charged to franchisee locations from Royalties > Manage Fees.

View your charged fees by date, amount, location, type, and payment status. Run reports and export details for review.

View the list of different royalty fee types you’ve created and their details (i.e. royalty fees, brand funds, tech fees, etc) from Royalties > Manage fees. Create new ones using Add royalty fee.

Choose which accounts fees will hit: When creating a new royalty fee, you'll choose which stripe account the fees get paid into, as well as if the fee is percentage based, constant, or one-off.

Batch, your transfers (or not): Percentage-based and Constant fees include an option to have them transferred in batches (ex. every week or month). If you prefer for transfers to happen at the time of each transaction, leave this batch setting toggled off.

Fees are taken at source -- at the time of payment to the franchisee, so there's no need to send an invoice later on. Its already taken care of.

Corporate Analytics and Insights

Access analytics and reporting across all locations from Analytics > Insights.

View key metrics and graphs to get a full picture of how your overall business is doing in important areas. View by individual franchisee, by region, for all locations, or hand select multiple franchisees to measure.

Pull reports on all charged royalty fees, or a combined KPI report for all franchisee locations from Analytics > Reports.

Manage Staff Accounts

Control staff accounts and permissions, create standardized roles across all locations, or allow franchisees to control their own permissions. Create corporate roles that franchisees cannot modify the permissions of.

AI Insights

Use AI Insights feature to eliminate the need to go digging within the details of multiple franchisee locations for answers to questions you have. Simply type a question within the chat and the tool will produce the answer.

The AI Insights feature is trained to know about your business and all of its branches, and it continues to learn the more questions you ask it.

You can begin by asking one of our pre-built questions (pictured below), or you can it anything you like, such as:

  • “what is the top selling product within the northeast region” or

  • “what is the lowest attended class template”

Simply put, AI Insights saves you massive amounts of time -- time you would have previously spent digging through multiple reports at numerous different locations. It's chat feature provides clear, simplified data to help you to understand your business on both macro and micro levels.


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