Build Multi-Location Financial Franchise Reports

Multi-location reporting is where franchises win or lose visibility. When done right, it becomes the most valuable financial asset a brand can have. When done poorly, it becomes a bloated spreadsheet graveyard no one trusts.

“Reach helped us roll up all of our stores into one visual that tells a real story.”
– QuickBooks User

Start with the End in Mind: KPIs by Location

What do franchisees and executives need to see every month? Start your report structure with that answer. Then map out the KPIs that roll up:

• Revenue
• COGS
• Labor %
• Net Profit

Use color-coded dashboards so each store can see how they stack up without drowning in detail.

Automate Your Report Framework

Manual work kills accuracy and speed. Use a template that pulls from your accounting system in real time. Reach Reporting connects to QuickBooks, Xero, Excel, and more to eliminate month-end scramble.

Make the Report Interactive

Let users click to drill down, expand ratios, or isolate trends. A static PDF is fine for printing — but stakeholders need tools they can explore. Interactive dashboards drive ownership and clarity.

Segment by Region or Manager

Group locations by geography, region, or assigned area managers. Use filters to allow toggling between unit-level and area rollups.

Deliver on a Cadence

Consistency builds trust. Schedule reports monthly and add commentary for key shifts. Show trends month-over-month so franchise owners get smarter each time.

People Also Asked