ClientManagerBlazor · How To

Franchise Dashboard

For franchisors: royalty rollups and statements, pushing brand-standard document templates and policies out to every franchisee from one screen.

Getting access

Side menu → Reports & Analysis → Franchise Dashboard. Two things have to be true to see real data here: your role needs an explicit grant for this page under Roles & Permissions (being an Administrator alone doesn't unlock it), and your site itself has to be set up as a franchisor.

Royalty rollup

Pick a date range and see every franchisee's Gross Revenue and Royalty Due, calculated from their real invoice/payment activity at their agreed Royalty Rate — with a totals row across your whole network.

Issue and track statements

Issue Statements for This Period locks in what each franchisee owes for that exact date range. Mark Paid tracks collection per statement.

Once issued, a statement's numbers are locked. Re-issuing the same period again won't create a duplicate, and correcting an invoice afterward doesn't retroactively change what was already billed — you'd issue a new statement to capture a correction.

Push brand templates and policies

Your active Document Templates and Policy Library entries can be pushed to every franchisee with one click each. Policies also show a "Who's Acknowledged?" breakdown per franchisee.

A push is a one-way overwrite. If a franchisee has edited their local copy of a pushed template between pushes, the next push replaces it back to your brand-standard version. And re-pushing an updated policy does not clear existing acknowledgments — franchisees may still show "Acknowledged" against the old wording until they explicitly re-read it.

Have a suggestion for this page, or something you'd expect it to do that it doesn't yet? Submit a ticket or suggestion — we read every one.