Multi-location management
Model every site you run or license. Locations sit in a region › district › site hierarchy, move through an opening pipeline from planned to open, carry their own manager and dashboard, and roll their numbers up to district, region, and the whole network.
You can't manage locations you can only see as rows in a spreadsheet
Openings are tracked in one sheet, managers in another, and sales in a BI tool nobody on the ground can open. Regional managers wait for a monthly export to learn which sites are slipping, and new locations open without anyone checking the launch list.
The flow, end to end
Structure
Create your regions and districts, then add each location under them.
Open
Move a new location through the opening pipeline as it goes from plan to first day of trading.
Operate
Managers report sales and handle audits from a portal scoped to their location.
Roll up
Numbers aggregate up the hierarchy, so a regional view is always current.
What's in the box
Location hierarchy
Region › district › site, as deep as you need. Each level rolls up the levels beneath it.
Opening pipeline
Planned → opening → open → closed, so every site's status is visible on one board.
Location managers
Assign a manager per location; they get portal access scoped to that location only.
Per-location dashboards
Sales, reports, audit scores, and support tickets on one page for each location.
Rollups
Sales by location, royalties collected, and audit scores rolled up by district, region, and network.
Location events
Status changes, missed reports, and low scores emit events for playbooks and webhooks.
Every number, at every level of the network
A location belongs to a district, and a district to a region. Sales reports, royalty totals, and audit scores attach to the location and roll up automatically, so the regional manager and the head office see the same figures at different zoom levels.
- ✓Region › district › site, with any number of levels
- ✓Sales, royalties, and audit scores aggregate up the tree
- ✓Location managers see only their own location
Track a new location from signed lease to first day of trading
Each location moves through planned, opening, open, and closed, so the head office can see every site that is in the works and every one that has closed. A status change is an event, so a welcome playbook, a launch-kit send, or a task for the area manager can start on its own.
- ✓Four statuses: planned, opening, open, closed
- ✓One board for every opening in the network
- ✓Status changes trigger playbooks and webhooks
Franchise management
Franchisees, agreements, locations, royalties, and audits in one console that uses franchise words.
Learn moreTerritories & routing
Exclusive or shared territories by region or postal code, with conflict detection and lead routing.
Learn moreLocation audits
Inspection checklists, scores, findings, and corrective actions with due dates, per location.
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