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.
Benchmark — The comparison value a unit's KPI result is measured against on a scorecard. Depending on the KPI's Benchmark Type this is the network median, the network average, or a fixed Goal. See the Color Coding & Thresholds section in KPIs.
Benchmark Type — A per-KPI setting choosing what that KPI is compared against: Median (default), Average, Goal, or None. Set in the KPI edit screen. Also labeled Primary Benchmark in some screens. See the Color Coding & Thresholds section in KPIs.
Budget & Forecast — A reporting feature that forecasts each unit's performance using its territory demographics and tracks Budget vs. Actual side by side. Forecasted values include a confidence band, and FRAN can summarize the report in plain language. Part of Fran Metrics' Predictive Analytics. See Budget & Forecast.
Calculate Blank Data Points as 0 — A per-KPI setting that treats a missing data point as zero instead of blanking the whole KPI. Only applies when some of the KPI's data points have values; if all of them are empty the KPI still shows a dash. See Running Data Points into KPIs.
CallRail — A call tracking and lead attribution platform supported as a direct integration in Fran Metrics. Connecting CallRail pulls calls, form submissions, and text message activity into your KPI reporting automatically. See Other Integrations.
Cash Flow Statement — A financial statement showing how cash moves in and out of the business over a period. Available in Fran Metrics at both the unit level and consolidated across the network, alongside your other financial statements. See Global Reports.
Chart Color — A custom color assigned to an individual KPI that controls how it appears in dashboard charts and visualizations. Set per-KPI in the KPI edit screen. The Average and Median reference-line colors on dashboards are separate and org-level, set under Report Settings → Dashboard Settings.