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The Consolidated Monthly Scorecard Report provides a monthly overview scorecard for all units with customizable filters. This is the go-to report for a complete picture of how every location is performing across all your KPIs.
What It Shows
- A grid layout with units as columns and KPIs as rows
- Monthly values for each unit on every configured KPI
- Color-coding based on performance thresholds (green/yellow/red)
- KPI groups organize metrics into logical categories
How to Access
- Navigate to Global Reports from the left-hand menu
- Select Consolidated Monthly Scorecard Report
- Choose the month and year
- Apply filters for specific segments, units, or KPI groups as needed
Tips
- Use KPI groups to focus on specific categories (Financial, Operational, Customer) rather than viewing everything at once
- Export or embed this report for franchise owner review meetings
- Compare month-over-month by running the report for consecutive months