Reporting
A franchisor dashboard that puts the numbers on the wall
Franexis reports the way operators actually consume numbers: role-aware dashboards for daily work, a forecast view for planning, and fullscreen TV boards — auto-refreshing every 60 seconds — for the office wall.
Capabilities
What Reporting & Dashboards covers
Role-aware dashboards
Franchisors land on network-wide KPIs; franchisee owners and managers see their location; technicians see their day.
Five TV boards
Leads, Sales (with a rep leaderboard), franchisor-only Network, Inventory, and Equipment — fullscreen views built for wall-mounted displays.
60-second refresh
Boards refresh automatically, so the wall is never stale and nobody has to touch a keyboard.
Forecast dashboard
A dedicated forecast view rolls pipeline into forward-looking numbers for planning conversations.
Scoped by design
Every number respects tenancy: franchisors see across the network, franchisees see only their own — enforced at the database layer.
Report PDFs
Generate report PDFs with secure links when the numbers need to leave the building.
The franchisor board
The Network board is franchisor-only: performance across every location on one screen — the single pane of glass the platform is built around.
FAQ
Reporting & Dashboards questions
Can we put boards on office TVs?
Yes — the five boards are fullscreen views designed for wall displays, refreshing every 60 seconds automatically.
Do franchisees see each other's numbers?
No. Row-level security scopes every query — franchisees see their own location; only franchisor roles see across the network.
Keep exploring
Related modules
Royalties & Finance
Configurable royalty rules, automatic accrual on collected revenue, statements, invoices, disputes, referral commissions, and QuickBooks sync.
Learn moreCRM & Lead Intake
A pipeline built for franchise work: guided lead intake, contacts, activities, sequences, and a clean handoff to quotes — with full insurance-claim capture for the trades that need it.
Learn moreField Service Management
Jobs, work orders, dispatch, scheduling, a validated technician journey, labor timers, photos, and invoice handoff.
Learn moreSee Franexis on your own franchise data
Book a walkthrough with the team — we'll map your current process to Franexis and, if you're on PSA, show the onboarding import against your own location.