Franchise KPI Report
The Franchise KPI Report gives franchise owners and host administrators a single view of performance across all locations. Compare revenue, efficiency, payroll, staffing, lead conversion, and quality metrics side by side.
Who Can Access This
This report is available in the Franchise portal (franchise.maidcentral.ai). You must have Host Administrator or Super Administrator access to view it.
Where to Find It
From the Franchise portal navigation, open KPI Report. The report loads with the current year and Year to Date period selected by default.
Toolbar Controls
| Control | What It Does |
|---|---|
| Year | Switch between the current year and up to two prior years |
| Period | Choose Year to Date, a quarter (Q1--Q4), Last 30 Days, Last 90 Days, Full Year, or Custom Range |
| Custom Range | When period is set to Custom Range, a date picker appears for start and end dates |
| YoY Comparison | Toggle on to show year-over-year delta columns next to each metric |
| Columns | Open the column chooser to show or hide individual metrics |
| Export | Download the current view as a CSV file |
Available KPI Columns
Columns are organized into six groups. Use the Columns button to show or hide any combination.
Revenue
| Column | Description |
|---|---|
| Total Sales | Total revenue for the period |
| Sales One Time | Revenue from one-time jobs |
| Sales Recurring | Revenue from recurring jobs |
| Avg Bill / Cleaning | Average invoice amount per cleaning |
| REG Home Count | Count of active recurring homes |
Efficiency
| Column | Description |
|---|---|
| Allowed - Actual Hrs | Difference between allowed and actual hours worked |
| Sched Eff | Schedule efficiency percentage |
| Rev / Job Hour | Revenue per job hour |
| Rev / Tech / Day | Revenue per technician per day |
Payroll
| Column | Description |
|---|---|
| Tech Avg Pay Rate | Average hourly pay rate for technicians |
| Payroll to Revenue % | Payroll cost as a percentage of revenue |
Staff
| Column | Description |
|---|---|
| Staff Count | Total active staff |
| Staff Hired | Number hired in the period |
| Staff Lost | Number departed in the period |
| Turnover % | Staff turnover rate |
Leads
| Column | Description |
|---|---|
| # Leads | Total leads received |
| Lead to Sale One Time % | Conversion rate for one-time leads |
| Lead to Sale Recurring % | Conversion rate for recurring leads |
| Rev / Lead | Revenue per lead |
| Rev / Conversion | Revenue per converted lead |
Quality
| Column | Description |
|---|---|
| Churn % | Customer churn rate |
| # Cancellations | Total cancellations |
| Skip % | Percentage of skipped appointments |
| Avg Scorecard | Average quality scorecard score |
Year-over-Year Comparison
Toggle YoY Comparison in the toolbar to add delta columns next to each metric. Each delta column shows:
- An arrow icon indicating direction (up, down, or flat)
- The change expressed as a percentage or percentage points (for rate metrics)
- Color coding: green for improvements, red for declines
For metrics where lower is better (churn, turnover, skip percentage, payroll-to-revenue ratio), the colors are inverted so that a decrease shows as green.
Summary Rows
The table includes two pinned rows at the bottom:
- Systemwide Averages -- The average value across all locations for each metric
- Total -- The sum across all locations for summable metrics (revenue, counts), or the average for rate metrics
Drilling into a Location
Click any location name in the table to see that location's weekly breakdown. The weekly view shows the same KPI columns broken down by week for the selected period. Click Back to All Locations to return to the summary.
Dashboard Charts
The Franchise portal dashboard includes three charts powered by the same data warehouse metrics:
- Revenue trend -- Line chart of revenue over time across all locations
- Location comparison -- Bar chart comparing total sales by location
- KPI summary cards -- Headline metrics (total sales, job count, active homes, location count) with trend indicators
Column Visibility
Your column visibility choices are saved in your browser. The next time you open the report, the same columns will be visible. Use the All button in the column chooser to show every column, or Reset to return to the default set.
Exporting Data
Click Export in the toolbar to download a CSV of the current table view. The export respects your column visibility and period selection.
Troubleshooting
The report shows "Cube not configured"
The KPI report requires the data warehouse (Cube.js) to be configured for your environment. Contact your administrator to verify the data warehouse connection.
Some locations show zero for all metrics
The location may not have data flowing into the data warehouse yet. Confirm that the location is active and that the nightly data sync has run.
YoY columns show "new" instead of a percentage
This means the location had no data in the prior year period. There is no baseline to calculate a percentage change, so the cell displays "new" to indicate this is the first period with data.
Related Articles
- Reports Overview -- Report navigation and access
- Sales KPIs -- Sales performance metrics for individual branches
- Analytics Suite and Specialized Reports -- Other analytics workflows
- Franchise Performance Report -- Growth funnel, dispatch, and KPI rollups across locations
- Franchise Revenue By Report -- Revenue by location or postal code