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A Unit in Fran Metrics represents a single location, franchise, or business unit within your organization. Each unit has its own data connections, report fields, and performance metrics.
What is a Unit?
Units are the core building blocks of your reporting structure. Each unit typically represents one physical location or franchisee. Units can:
- Have their own QuickBooks Online connection
- Track location-specific KPIs and data points
- Be grouped together using Unit Groups for comparative reporting
- Have individual Google Reviews tracking
- Be assigned to specific users for access control
Setting Up a New Unit
- Navigate to your Organization Settings → Units tab
- Click Add Unit
- Fill in the unit details:
- Unit Name — The name of the location (e.g., "Downtown Store #101")
- Unit Number — An optional identifier
- Location Info — Address and geographic details
- Opening Date — When the location opened (used for "since opening" calculations)
- Save the unit
- Connect data sources for this unit (QBO, Google Reviews, etc.)
Unit Groups