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
FAQs
Everything you need to know about Account Roll-Up
Account Roll-Up is a centralized dashboard that consolidates performance data from all your franchise locations into a single view. Instead of logging into separate accounts for each location, franchisors and regional managers can monitor lead engagement, sales progress, appointments, and tasks across their entire network in real-time from one management system. Home office staff can log in once and navigate between franchise locations seamlessly in our franchise software platform. Account roll-up is also central to our call center support tools, so your centralized team can manage franchisee lead engagement on their behalf, if that’s part of your offering.
The Account roll-up feature also allows a central team to manage and engage new leads, client text responses and even incoming calls for franchise locations - natively in ClientTether. You can view metrics at the franchise system level to see overall performance, or filter by specific locations, or date ranges to drill deeper into performance data as well. All data updates in real-time so you're always working with current information. This often negates the need for additional call center software.
Yes. Account Roll-Up provides both high-level network overview and detailed location-specific views. You can click into any location to see their individual dashboard, review specific records, respond to clients directly on behalf of franchise owners, and identify performance patterns.
You can view side-by-side performance comparisons across all locations with sortable metrics and visual rankings. This makes it easy to identify top performers, spot underperforming locations that need support, and analyze trends across your network. You can compare by any metric including lead conversion rates, response times, appointment volume, and sales velocity.
No, Account Roll-Up complements existing location dashboards rather than replacing them. Individual location users continue accessing their own dashboards as usual with no changes to their workflow. Account Roll-Up adds a layer on top specifically for corporate leadership and regional managers who need a Franchise software with network-wide visibility, minus logging into multiple accounts.