A quick-reference guide to the key terms and concepts used throughout Fran Metrics. If you see a word in the app or this KB that you're not sure about, check here first.
Access Token — A unique key generated by an admin that allows reports to be embedded on external websites without requiring a Fran Metrics login. Managed in Organization Settings. See Report Embedding.
Acceptable Variance — A percentage range set on a KPI that defines how far a unit's value can deviate from the benchmark before it triggers yellow color coding on scorecards. See the Color Coding & Thresholds section in KPIs.
Alert Threshold — A minimum or maximum value set on a KPI. When a unit's value falls outside this range, it is flagged in red on scorecards and can trigger alert notifications. See the Color Coding & Thresholds section in KPIs.
Auto-Fail — A setting on evaluation form fields that causes the entire evaluation to fail if the field receives a failing answer, regardless of the overall score. Used for critical compliance items. See Evaluations & Forms.
Chart of Accounts (COA) — A hierarchical list of all financial accounts used by a business for bookkeeping and reporting (e.g., Revenue, Expenses, Assets). In Fran Metrics, the Standard Chart of Accounts (SCOA) feature lets organizations define a centralized COA that standardizes reporting across all units. See Standard Chart of Accounts (SCOA).
Chart Color — A custom color assigned to an individual KPI that controls how it appears in dashboard charts and visualizations. Set per-KPI in Report Settings.
Class (QuickBooks) — A QuickBooks Online feature that tags transactions by location or department. When connecting QBO, basic users select the class that corresponds to their Fran Metrics unit so only that location's data syncs. (QBO can also be connected by Location — the same pattern works for either Class- or Location-based QBO setups.)
Cohort — A grouping of units used as a comparison set in scorecards. A Default Cohort can be set so it auto-applies whenever scorecards are opened. See Scorecard reports.
Consolidated Report — A report that aggregates data across all (or selected) units in an organization, as opposed to a single-unit report. See Global Reports.
Custom Evaluation Name — A user-defined label that replaces the default "Evaluation" terminology to match your internal language ("Site Visit," "Audit," "Brand Review," etc.). Configured in Organization Settings. See Evaluations & Forms.
Custom Unit Name — A user-defined label that replaces the default "Unit" terminology across the platform ("SPA," "Studio," "Shop," etc.). Configured in Organization Settings. See Units.