Franchise Management dashboards and reports

Several financials reports are available in the dashboards for Franchise Management.

All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click the expand button.

These dashboards are based on the Franchise Management subject area.

Contracts By Location

The Contracts By Location dashboard has three reports which show the summarized number of contracts, number of customers, and customer location details based on the selected year which defaults to current year:
  • The Contracts by Country report is a geo map that locates the number of contracts signed based on the country.
  • The Contracts by Location Detail report displays the number of contracts signed with customer and location detail.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Customer
  • Franchise Contract
  • Franchise Contract Status
  • Year
  • Year/Month

Contract Termination Status

The Contract Termination Status dashboard contains a detailed report listing all active and inactive contracts with their respective termination date and days left for contract termination. The report lists customer, franchise contract, country, state, city, contract date, termination date, and termination days details.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level

Franchise Contract

The Franchise Contracts dashboard has four reports which show the summarized of the number of contracts signed based on different categories, active contracts, inactive contracts, and contracts terminating count based on the selected year which defaults to the current year:

  • The Contracts by Status report shows the number of contracts that are in active status based on the year selected. Clicking any status on the chart, drills down to the Franchise Contract Details report to display the contracts concerning the selection made.
  • The Contracts by Tax Status report displays contract count based on the tax status which shows if the contracts are taxable or tax-exempt based on the selected year.

    Clicking any tax status on the chart drills down to the Franchise Contract Details report displaying the contracts by the selection made.

  • The Contracts by Aggregation Type report displays the contracts count based on the aggregation type which shows if the contracts are aggregate sales or non-aggregate sales for the selected year

    Clicking any aggregation type on the chart, drills down to the Franchise Contract Details report to display the contracts concerning the selection made.

  • The Contracts by Ship to Country report displays contract count based on the ship to country location for the selected year.

    Clicking any ship to location on the chart drills down to the Franchise Contract Detail report to display the contracts concerning the selection made.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Year
  • Year/Month

Franchise Contract Details

The Franchise Contract Details dashboard is a detailed report which lists franchise contracts, process level, status, location, contract date, termination date, interest rate, variance limit, maximum amount, minimum amount, total due, and total remaining amount for each customer based on the selected year which defaults to current year.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Year
  • Year/Month

Note Based Charge Details

The Note Based Charge Details dashboard has three reports which display the detailed information of all the note based charged contracts like payment amount, number of payments, remaining note payments, and total remaining note amounts based on the selected year:

  • The Remaining Note Amounts by Customer report shows the total remaining amount against note based charge contracts per customer.
  • The Remaining Note Payments by Customer report shows the total number of payments left against note based charge contracts per customer.
  • The Note Based Charge Details report is a detailed report which lists franchise contract, franchise contract charge, tax status, frequency, begin date, end date, next cycle date, note amount, payment amount, number of payments, remaining payments, current balance, and total remaining amount details based on the customer.

Ranking is applied on this dashboard which means that the reports can be rolled up or down by the Top 5, 10, 15 etc up to 100 or conversely the low performers, lowest 100- lowest 5.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Rank Filter
  • Year
  • Year/Month

Prepayment Analysis

The Prepayment Analysis dashboard has three reports which display the detailed information of all the prepayments and prepayment amount details for note based charged contracts based on the selected period:

  • The Number of Prepayments by Month report compares the number of prepayments paid and remaining prepayments based on the year/month.
  • The Prepayments by Month report shows the prepayment amount based on year/month.
  • The Prepayments by Date is a detailed report that lists the franchise contract, prepayment date and prepayment amount details based on customer.

Ranking is applied on this dashboard which means that the reports can be rolled up or down by the Top 5, 10, 15 etc up to 100 or conversely the low performers, lowest 100- lowest 5.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Rank Filter
  • Year
  • Year/Month

Sales Analysis

The Sales Analysis dashboard has three reports which display detailed information of sales entries includes closing and net sales based on the selected period:

  • The Sales by Invoice Type report shows the net sales based on the sales type category.
  • The Sales by Month report compares net sales and closing sales based on year/month.
  • The Sales by Date report is a details the franchise contract, sales type, invoice status, sales date, closing sales and net sales details based on customer.

Ranking is applied on this dashboard which means that the reports can be rolled up or down by the Top 5, 10, 15 etc up to 100 or conversely the low performers, lowest 100- lowest 5.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Rank Filter
  • Year
  • Year/Month

Sales Based Charge Details

The Sales Based Charge Details dashboard is a detailed report which lists franchise contracts, contract charge, tax status, frequency, begin date, end date, next cycle date, base amount, maximum amount and minimum amount for each customer based on the selected year which defaults to current year.

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Year
  • Year/Month

Special Based Charge Detail

The Special Based Charge Detail dashboard is a detailed report which lists franchise contracts, contract charge, tax status, frequency, begin date, end date, next cycle date, and payment amount for each customer based on the selected year (defaults to current year).

The filters used for slicing data are:

  • Billing Customer
  • Company
  • Company Country
  • Contract Currency
  • Contract Required Sales Type
  • Customer
  • FR Ship to Country
  • FR Tax Status
  • Franchise Contract
  • Franchise Contract Status
  • Franchise Country
  • Process Level
  • Year
  • Year/Month

Franchise Prepayment Comparison

The Franchise Prepayment Comparison report uses a guided adhoc structure in Franchise Management.

This dashboard has two measures and one at-tribute filtered by year. The measures are the dynamic list of franchise prepayments. Line KPIs and attributes are the dynamic list franchise prepayments attributes.

This dashboard compares the results of the two measures by a selected attribute which is displayed in the trend graph.

Franchise Sales Crosstab Adhoc

The Franchise Sales Crosstab Adhoc report uses a guided adhoc structure in Franchise Management.

This dashboard has one measure and two attributes filtered by year and compares the results of the query using two attributes and one measure. It has a trend graph to show results of the query.

Franchise Sales Comparison Adhoc

The Franchise Sales Comparison Adhoc report uses a guided adhoc structure in Franchise Management.

This dashboard has one measure and two attributes filtered by year and compares the results of the query using two attributes and one measure. It has a trend graph to show results of the query.