The Evaluations feature in Fran Metrics lets you build custom assessment forms, score your franchise locations on qualitative criteria, and feed those scores directly into your reports alongside financial and operational data.

https://www.loom.com/share/011e6d861d14477b9bbf021dc8128a43

What Are Evaluations?

Evaluations are customizable scoring forms for criteria that aren't captured by your financial or POS integrations — things like operational compliance, brand standards, and customer experience quality. Common use cases include:

• Site visit checklists — Score locations during in-person visits
• Operational compliance audits — Verify adherence to franchise standards
• Brand standards reviews — Check signage, cleanliness, merchandising
• Customer experience assessments — Rate service quality, wait times, ambiance
• Training completion tracking — Document and score training milestones
• Self-evaluations — Let franchisees score themselves before a supervisor visit

Form Builder

Structure

Each evaluation form is organized into a clear hierarchy:

• Form — The overall evaluation (e.g., "Q1 Site Visit Checklist")
  • Categories — High-level groupings (e.g., "Operations," "Customer Service," "Cleanliness")
    • Tabs — Sections within categories (e.g., "Front of House," "Back of House")
      • Fields — Individual questions with scoring

Field Types

The form builder supports a variety of field types to capture different kinds of data:

• Yes/No (Boolean) — Simple pass/fail questions with automatic scoring
• Number — Numeric input with min/max validation