One Dashboard for Your Entire Network
Give franchisors and multi-location organization an easy to view performance across their entire network.
All Your Key Activity Data in One View
Track new leads and response rates across all locations in real-time.
- New lead volume by location
- Response time averages
- Engagement rate compansons
Monitor contact attempts and outcomes.
- Follow-up completion rates
- Contact attempt frequency
- Outcome tracking
View scheduling activity and appointment conversion across alllocations.
- Appointments scheduled
- Show rate percentages
- Booking trends
See completion rates and team productivity metrics in one place.
- Task completion rates
- Overdue task alerts
- Team productivity scores
Monitor pipeline movement and deals across your franchise network.
- Pipeline stage distribution
- Deal velocity tracking
- Revenue forecasting
See Everything in Real-Time
Monitor live activity across all locations with instant visibility into network-wide performance
Instant Network Overview
See all locations at a glance with real-time performance data.
Single. Streamlined View
Single. Streamlined View
Real-time updates
Dashboard refreshes automatically to show current network performance.
Compare location and Spot Trend in Real-Time
Understand where additional support, coaching, or resources may be needed
Side- By- Side comparation
Compare any locations directly to identify performance gaps and succeses
Trend visualization
Spot upward or downward trends across locations with visual charts.
Performance Ranking
See which locations are excelling and which need additional attention.
Outlier identification
Automatically flag location performing significantly above or below average.
High-Level Overview with Deep-Dive Details
Drill deeper into any location when more detail is required, while still keeping a clear high-level snapshot of overall network performance.
Network Level
See aggregate performance across all locations
- Total metrics
- Network averages
- Overall trend
Location Level
Drill into specific location performance
- Location-specific
- Team activity
- Local trends
Network Level
View individual records and interactions
- Individual leads
- Conversation history
- Activity logs
Navigation
Click through from network view to location details to individual records seamlessly.
Maintain Context
Keep the high-level snapshot visible while exploring detailed data.
Flexible Analysis
Choose your view depth based on what you need to understand right now.
Maintain Brand Consistency and Improve Accountability
Ensure every location is delivering a reliable, high-quality client experience.
Brand Consistency
Standardized metrics ensure all locations follow the same performance standards and deliver consistent client expenences.
Improved Accountability
Clear performance visibility makes every location accountable to network-wide goals and quality standards.
Quality Control
Monitor client experience quality across all locations to maintain your brand reputation.
Reliable Client Experience
Ensure every location is delivering a reliable, high-quality client experience that reflects your brand promise.
Scale Effectively Across Your Franchise Network
Strengthen operational oversight and support growth across locations.
Brand Consistency
Add new locations confidently knowing you can monitor performance from day one.
Strengthen Operational Oversight
Maintain strong oversight even as your network. expands across regions.
Replicate Success
Identify what works at top locations and roll it out network-wide.
Support Network Expansion
Make data-driven decisions about where and how to grow your franchise.
Ready to See Your Entire Network at a Glance?
Stop switching between accounts and start managing your multi-locat1on organization with confidence
Frequently Asked Questions
Everything you need to know about Account Roll-Up
Account Roll-Up is a ClientTether feature designed for franchisors and multi-location organizations. It provides a single, unified dashboard to monitor performance across your entire network in real time—without switching between individual location accounts.
The ClientTether Account Roll-Up dashboard aggregates key performance data from every location in your network, including:
- • New lead volume and engagement by location
- • Response time averages and engagement rate comparisons
- • Appointment scheduling activity, show rates, and booking trends
- • Follow-up completion rates, contact attempts, and outcomes
- • Task completion, overdue tasks, and team productivity metrics
- • Pipeline movement, deal velocity, and revenue forecasting
All metrics update automatically, giving you real-time visibility into network-wide performance.
Yes. ClientTether’s Account Roll-Up lets you start with a high-level network overview and drill down into any individual location. From there, you can explore team activity, local trends, and even individual leads, conversations, and activity logs—without losing overall context.
Account Roll-Up allows you to compare locations side by side within ClientTether. You can visualize performance trends, rank locations, and automatically identify outliers that are performing above or below the network average. This makes it easy to spot successes, performance gaps, and opportunities for coaching or support.
ClientTether’s Dashboard allows filtering by user, region, or location, making it easy to identify trends, highlight top performers, and pinpoint areas where additional support or coaching may be needed.
No. Account Roll-Up is designed to complement individual ClientTether location dashboards. It gives franchisors and multi-location leaders a centralized, network-level view while still allowing seamless access to detailed, location-specific dashboards when deeper analysis is needed.