Franchise Monthly Report

The Franchise Monthly report shows performance information (KPI’s) about the Franchisee Office.

Open the library with reports.
Select Franchise Monthly Report.
Define criteria for generating the report, as follows:

For the Month of Select the month as of which the report will be generated. The system will generate the report starting from the beginning of the year and up to the selected month.

3. When complete, click Apply. The report is generated, as follows:

The report shows the following information:

Report Information

Receivables (Draws)	Draw amounts broken down by time period.
Supervisor	Number of Jobs per each Supervisor.
Construction Times	Number of Jobs broken down by construction periods.
Total Average Duration	Average duration of the Job construction (calculated on the basis of Jobs that fall within the reporting period).
Estimator	Identifier of the Job Estimator: Individual Business
Estimates Jobs Number	Number of estimated Jobs grouped by the number ranges.
ADVERTISING EXPENSES
Month	Monthly account balance.
YTD	Account balance from the start of the financial year to the reporting month.
SALES
Traffic	Counted traffic per month and over the period from the start of the financial year.
Leads	Number of Leads per month and over the period from the start of the financial year.
Prospects	Number of Prospects per month and over the period from the start of the financial year.
Sales	Number of Sales per month and over the period from the start of the financial year.
Contracts	Number of Contracts per month and over the period from the start of the financial year.
Conversions	Conversion rates, as follows: Traffic to Leads Leads to Prospects Leads to Sales Leads to Contracts Prospects to Sales Prospects to Contracts
Approvals Mkt Share
Advertising Sales	Amounts of monthly and yearly to date advertising sales.
Advertising Contracts	Amounts of monthly and yearly to date advertising contracts.
Number of Staff	Number of staff of the Franchisee Office.
Staff Hours Paid	Number of hours paid to the Office staff.
Number of Salespersons	Number of Salespersons in the Office.
Deposits / Salesperson	Number of sales against the number of Salespersons within the month.
No Sales in last 2 months	Names of Salespersons who have sales in the last 2 months.
FINANCIALS
Finalized Jobs	Number of the finalized Job including the Office number as prefix.
Constractual Completion	Date of the constractual completion.
Handover / Completion	Handover / Completion date of the Job.
Variance (days)	Job construction variance in days.
Total variance for month	Sum of Job variance days for the selected month.
YTD variance at the end of last month	Sum of Job variance days from the start of the financial year and up to the month prior to the selected month.
YTD variance	Sum of Job variance days from the start of the financial year and up to the selected month.
Average YTD variance (7 Jobs)	Average Job variance (in days) from the start of the financial year and up to the selected month.
No of Finalized Jobs	Number of finalized Jobs.
Finalized Job Turnover	Turnover of finalized Jobs.
Finalized Job Gross Profit	Gross profit of finalized Jobs (including the ratio of Finalized Job Gross Profit to the Finalized Job Turnover).
LESS Overheads for Month	LESS Overheads for the selected month (including the ratio of LESS Overheads to the Finalized Job Turnover).
Profit (Loss) for Month	Profit (Loss) for the selected month. It is calculated as subtraction of LESS Overheads from Finalized Job Gross Profit for the current month (including the ratio).
Average Gross Profit per Job	Average Gross Profit per each finalized Job.
Average Net Profit per Job	Average Net Profit per each finalized Job.
Sales Turnover This Month	Sales Turnover for the selected month.
Projected Gross Profit	Projected Gross Profit for finalized or non-finalized Jobs. If no finalized Jobs are available, it is calculated as multiplication of Sales Profit Percentage and Sales Turnover for the selected month. If finalized Jobs are available, it is calculated as multiplication of Gross Profit Percentage and Sales Turnover for the selected month.
LESS Overheads	Account balance of the Franchisee Office (including the ratio of LESS Overheads to Sales Turnover for the selected month).
Projected Net Profit (Loss)	Projected New Profit of the Franchisee Office. It is calculated as subtraction of LESS Overheads from the Projected Gross Profit.
Comment	Memo for the report.
Notes	Notes about the report generation specifics.

Updated on 5 November, 2021

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