📊 Fran Metrics Knowledge Base & Documentation

Welcome to the Fran Metrics Knowledge Base — your go-to resource for getting the most out of the platform. Whether you're a franchisee connecting QuickBooks for the first time or an admin building out KPI scorecards, you'll find step-by-step guides for everything here.

Can't find what you need? Submit a ticket or email us at [email protected] — we're always happy to help.

Welcome to Fran Metrics

https://www.loom.com/share/1b3aceaae5a34215b338b591d5274a1c

👤 Basic user? You don't need most of this KB. Head straight to the Basic User Guide for a streamlined walkthrough of connecting QBO, viewing reports and using FRAN AI.

Quick Start

I want to...	Go here
Get set up as a basic user	Basic User Guide
Set up my organization	🏫 Organization Setup
Connect a data source	🔗 Data Connections & Import
View or configure reports	📊 Global Reports
Ask FRAN about my data	🤖 AI Chat & Insights
Get help	Submit a Ticket

Onboarding

🏠 Getting Started — First steps, key concepts, and how Fran Metrics works (all users)
🏫 Organization Setup — Configure your org settings, branding, and structure (admin)
🔗 Data Connections & Import — Connect QuickBooks, Google Reviews, POS systems, and more (admin • basic users: QBO only)
📍 Units — Set up and manage your locations/franchisees (admin)

Reports & Data

⚙️ Report Setup — Configure and customize your scorecards and reports (admin)
📊 Global Reports — Organization-wide reporting and dashboards (all users)