Why Visuals Matter: Breaking Down Franchise Financial Metrics

by | May 22, 2025

forecast vs actuals v2
What you will learn in this article.
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Franchise Financial Reporting Series – Part 4 of 6

Franchise owners don’t need spreadsheets. They need visuals that speak their language. When KPIs like labor cost, sales, or margin are shown in real time across locations, better decisions follow — fast.

“With Reach Reporting, our owners now know what’s happening day by day. They don’t wait for month-end reviews.”
– QuickBooks User

What Metrics to Visualize

Here are the metrics every franchise should display and track visually:

  • Labor % of Sales: To monitor staffing costs in real time
  • Net Margin: So you know what’s left after every dollar in
  • COGS: To spot supply or production issues quickly
  • Revenue Composition: Understand what’s driving your top line
  • Budget vs. Actual: Reveal slippage or over-performance each month

Recommended Visuals to Use

  • Bar Charts: Great for comparing Labor % by location
  • Stacked Columns: Ideal for Revenue or Expense Breakdown
  • Line Graphs: Trend Net Margin across the year
  • Variance Graphs: Budget vs. Actual overlays for each month
Real Use Case: One franchise chain added visual Net Margin tracking to its dashboard and discovered two locations were dipping under 10%. They adjusted pricing and scheduling within a week — improving monthly margin by 3%.
Download: Red Flags Franchises Should Look for: Identify early financial warning signs and what to do when you see them.

Example From Our Sample Report

The report below highlights Labor %, COGS, and Net Margin by location. Download the full example and use it to educate your owners or compare your own layout.

Location Labor % COGS % Net Margin
Downtown 30% 33% 12%
Plaza 27% 36% 11%
Eastside 31% 30% 13%

Download the Franchise Sample Report

Get a free sample showing how these visuals and metrics come together inside Reach Reporting.

Download the Sample Report (PDF)

Start Reporting Like a Franchise Pro

Ready to simplify your reporting? Try Reach Reporting free for 30 days or schedule a live demo.

People Also Asked

Q: What visuals help franchisees make better decisions?

A: Visuals like labor cost bars, margin lines, and budget overlays make performance trends obvious and actionable.

 

Q: Can reporting visuals really impact margins?

A: Yes — when owners see where margins slip, they can adjust pricing, staffing, or inventory faster.

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