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 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.
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.
Dashboard — An interactive report view with visual widgets (charts, gauges, summary cards) that provides a high-level snapshot of performance. See Consolidated Dashboard.
Data Connection — A link between Fran Metrics and an external system (QuickBooks, Google Reviews, POS, data warehouse, etc.) that enables automatic data syncing. See Data Connections & Import.
Data Point — A single raw metric value pulled from a connected integration for a specific unit and time period. Examples: Total Revenue, Customer Count, Average Review Score. Data points are the building blocks of KPIs. See Data Points.
Data Sync — The process of pulling fresh data from a connected integration into Fran Metrics. Syncs happen automatically on a daily schedule, or can be triggered manually.
Descending KPI Report — A report type that ranks all units from highest to lowest (or lowest to highest) for a selected KPI. Available in monthly and weekly views. See Monthly Descending KPI.