Visit reports play a crucial role in the effective management of a franchise network. They make it possible to track the performance of each location, identify trends, and take action to ensure the quality and consistency of the entire network. To gain a clear and consolidated overview of your visit reports, it’s essential to focus on a few key indicators. In this article, we’ll explore six key indicators that will help you better understand the overall health of your franchise network.
1. Network coverage
The first indicator to monitor is the coverage of your network. It’s essential to know how many locations have been visited over a given period. A complete coverage ensures that every sales point is taken into account, helping to maintain the consistency of your brand and concept. If some locations are left out, discrepancies can arise. By tracking this metric, you ensure a uniform management approach across your entire network.
2. Visits by host
For a more efficient management of your franchise network, it is essential to track the work of your field consultants. You can create a table for each consultant listing and summarizing the different visit dates, the audited locations, the visit reports completed, and the status of those reports (not finalized by the consultant, finalized but not seen by the franchisee, finalized and seen by the franchisee, signed by the franchisee, etc.). This monitoring of visits per consultant provides a clear view of workload distribution and the progress of visits throughout your network.
3. Frequency of visits
Visit frequency is another crucial indicator. It measures how often each location is visited. It is common to adjust the frequency based on the specific needs of each store. For instance, a new location may require more regular follow-ups during its first few months of operation. By monitoring visit frequency, you ensure that each location receives the necessary attention to maintain performance and consistency across the network.
4. Late visits
In addition, late visits are an indicator that deserves special attention. You need to know whether certain visits were carried out outside the planned schedule. Delayed visits can have a direct impact on the quality and consistency of your network. By monitoring this indicator, you can identify delays and take the necessary actions to ensure that all visits are performed on time.
5. The performance of each plant
Every network has its own rating system or performance indicators for assessing its locations. This evaluation provides a detailed view of the quality of each point of sale. To get a clear overview from your visit reports, it’s useful to quickly compare the performance of each location against the average performance of the network.
Having a view of the average score per visit report helps you understand where your strengths and weaknesses lie. This enables you to make informed decisions to improve overall quality or focus attention on a specific location that requires it.
6. Rate of signed inspection reports
Visit reports serve as legal proof of the support and guidance you provide to your franchisees. It is therefore essential to ensure that all reports are properly signed by the audited franchisees. By identifying how many reports are still awaiting signature, you can closely monitor the follow-up process for each location and take action to reach out to those who are behind, ensuring a consistent and compliant follow-up.
Automate this analysis with weekly visit reports
Visit reports are an essential tool for the management of a franchise network. By focusing on key performance indicators, you gain a clear overview of your network’s overall performance. This allows you to maintain consistency, identify issues quickly, and take action to improve the quality of your entire franchise network.
However, analyzing and summarizing visit report data can be time-consuming. That’s why Cerca is committed to providing its clients with tools that simplify their daily operations. Each week, a “Weekly Visit Report” — covering all the key points discussed above — is automatically generated from the data processed in our platform following the various visits carried out across the network.
These reports are sent to field directors and to anyone who needs a global and concise view of the visits carried out across the network. They provide a clear and summarized overview of the visits for each audited location, allowing for quick and informed analysis. As a result, it becomes much easier to identify whether a location is facing a major issue, if visits are being completed on time, and whether the workload among field consultants is fairly distributed.
Moreover, these reports provide true peace of mind by tracking the progress of visit reports and confirming whether they have been properly signed by the audited franchisees. This makes it possible to take immediate action to address issues and maintain quality and consistency throughout the franchise network. Naturally, this proactive approach strengthens overall management and builds trust between franchisor and franchisees., these weekly visit reports are accompanied byadditional, more advanced statistical tools for a comprehensive view and a more operational summary.
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