Franchise Reporting

The V2 Franchise report is a read-only view for a franchisor workspace linked by Clean Estimate. It shows the linked-company roster and published monthly summaries by company and location. It does not open member workspaces or provide access to their customer and operating records.

This feature is pending production activation. Access requires a platform- provisioned link, an active franchisor workspace, all-location access, and the View franchise console permission. The platform allowlist defaults to denying access when unset. There is no self-service link setup.

Member company roster

Linked companies appear in the roster as soon as the platform creates the link. The company name is captured at link time; later changes to the member company's name do not rewrite that roster entry. Before unlinking, a confirmation explains that the roster entry and saved monthly report snapshots for that link will be deleted; the organization and its own records remain. Linking again creates a new link generation with a newly captured company name.

Monthly reports

Choose a closed calendar month in Franchise report and select Refresh to load its published capture. Reports are published on a schedule; Refresh does not recalculate source records. A newly linked company appears in the roster before its first monthly report is captured. Use Download report CSV to export the rows shown for the selected month.

Company and location rows can include these measures:

• Booked proposal value (accepted) — the value of proposals accepted in

the month; it is not a payment or collected-revenue total.

• Quotes sent — quotes sent in the month.
• Close rate — the won share of terminal won/lost lead outcomes in the

month.

• Jobs completed — jobs completed in the month.
• Open pipeline value at capture — the current open-pipeline amount when

the monthly report was captured, not a historical month-end balance.

Published captures are immutable. Later source changes appear only in a later capture; they do not rewrite a previous report.

Optional terms and territory metadata

Authorized platform administrators can configure optional metadata for each active franchise link. Franchisee workspaces cannot edit these values.

• Royalty percentage and ad-fund percentage are optional. A blank value

remains unconfigured, an explicit 0% is valid, and no rate is prefilled.

• Territory name is optional. Each link can also have up to 500 unique,

five-digit U.S. ZIP codes. Duplicate ZIPs are removed, and overlapping ZIPs across franchise territories are allowed.

If another administrator changes the link while you edit it, your save is rejected and the latest values reload for review. Changes are audited. Unlinking preserves the prior link history; a later link starts with blank rates and territory metadata.

These values are metadata only. They do not calculate or bill royalties or ad-fund fees, change estimate or job costs, or alter the existing read-only franchise report.

Privacy and withheld values

The report contains captured company and location names plus aggregate measures. It does not expose customer or contact details, source record IDs, or links to individual estimates, leads, jobs, or invoices. It is not a royalty, advertising-fund, or territory-utilization report.

Metric cells are withheld when they cover fewer than five distinct customers. Close rate also requires at least five distinct customers in each of the won and lost groups. Company and overall totals are withheld when a component cannot be safely included. The report displays Withheld (small group) for these values.

Unlinking a company removes its roster entry and published rows for that link. The report does not query or combine member-workspace records when a franchisor opens the page.