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
Unit Groups allow you to organize units into logical groupings for comparison and reporting. For example, you might group units by:
- Region (East, West, Central)