Without the platform
Information about Franchise Network lives in separate spreadsheets, and nobody knows which version is current.
With Partiu Formatura
10 modules share the same class, graduate and event records.
Finance and management · Franchise Network
The whole network on one screen: units, contracts, royalties, standards, and expansion
For companies that grow through franchising. Every unit has its franchisee, territory, contract, and lifecycle stage in one place. Reported sales become royalty and marketing fund calculations with the math shown, billing goes to Finance accounts receivable, new stores get an opening checklist with deadlines, field visits produce a score and an action plan, and franchise candidates move through a pipeline that will not let anyone sign before the Franchise Disclosure Document (COF) reaches the legal waiting period. At the end, a ranking shows which units are doing well and which need help, with the reason behind every score.
The problem and the solution
What changes when Franchise Network works inside the platform
This is connected information about classes, graduates and events across 10 modules, replacing scattered spreadsheets and messages.
Without the platform
A request for a number takes time because someone has to combine data from several places.
With Partiu Formatura
Units, Franchisees, and Territories and Franchise Agreement and Disclosure Document (COF) update together, with figures ready for the next meeting.
Without the platform
The process depends on who is working that day, and its history disappears.
With Partiu Formatura
Everyone follows the same workflow, with recorded actions and role-based permissions.
Without the platform
Connecting with other departments means exporting spreadsheets and entering data again.
With Partiu Formatura
Franchise Network shares information directly with other areas of the platform.
How it works
How information moves through Franchise Network
Each step is a real module in this area. Its output moves to the next step without anyone entering the same information again.
What is available in Franchise Network
- Units, Franchisees, and TerritoriesWho runs each unit, where it is, and what stage of life it is in.10
- Franchise Agreement and Disclosure Document (COF)The contract drives the fees, and the law drives the disclosure waiting period.8
- Sales Reporting and Royalty CalculationFrom reported sales to the amount due, with every step of the math visible.8
- Network Billing and DelinquencyWhat each unit owes, since when, and how much it already costs.7
- New Unit OpeningFrom signing to opening day, with every task, deadline, and owner.8
- Brand Standards Audits and Action PlansThe field visit becomes a score, and every nonconformity becomes a task with a deadline.8
- Announcements with Read ConfirmationThe bulletin reaches the right units, and the network knows who read it.4
- Expansion and Candidate PipelineFrom interested prospect to contract, without breaking the law or stepping on anyone's territory.7
- Performance, Unit Health, and AlertsWhich unit is doing well, which needs help, and why.7
- Governance and PermissionsEach franchisor role sees and does only what belongs to it.5
Featured
Royalties with the math shown and contracts within the law
The unit reports its sales and the calculation works out royalties, marketing fund, and fees with every step recorded. The contract only becomes active after the disclosure waiting period, exclusive territories are checked before saving, and each unit's health score explains its rating by axis.
See this in action- Percentage, fixed, or tiered royalties, with minimum and grace period
- Contract rejected before the disclosure waiting period, on screen and on the server
- Opening with a forecast that updates on its own
- Audits with critical items, action plans, and attached evidence
Units, Franchisees, and Territories
Who runs each unit, where it is, and what stage of life it is in.
- Franchisee records for individuals or companies, with partners, each partner's share, and profile (investor, operator, or multi-unit owner)
- Units with a generated code, format (store, kiosk, home based, container, or digital), address, size, assigned consultant, and total investment
- Unit lifecycle in stages: prospecting, opening, pre-opening, operating, suspended, closing, and closed
- Skipping a stage requires approval permission and a reason, and a unit only starts operating with an active contract and an opening date
- Closing a unit requires a reason and frees its exclusive territory, unless another unit occupies it
- Territories by city, state, region, ZIP code range, or radius in kilometers, with unit potential and estimated population
- Conflict check before saving: an overlapping ZIP range or a radius that invades another exclusive territory is rejected with the name of the unit that holds it
- Optional link to a branch already registered in the system, so company-owned and franchised units live on the same dashboard
- Unit detail with summary, contract, finance, opening, audits, and timeline in the same window
- Timeline for every unit showing who changed what, when, from which stage to which, and why
Franchise Agreement and Disclosure Document (COF)
The contract drives the fees, and the law drives the disclosure waiting period.
- New, renewal, transfer, or amendment contracts, numbered automatically and linked to the unit and the franchisee
- Franchise fee with installments, percentage, fixed, or tiered royalty by sales range, minimum royalty, and grace period in months
- Percentage or fixed marketing fund, monthly technology fee, adjustment index, and adjustment month
- A contract cannot become active before the disclosure document completes the legal waiting period: the screen shows a countdown and the API rejects early activation
- Only one active contract per unit; a renewal creates a new contract linked to the previous one, which ends when the new one is activated
- Activating the contract already creates the franchise fee installments as charges
- Termination with a recorded reason and an expiring contract alert with the lead time the network chooses
- Signed contract and disclosure document kept as attachments on the contract itself, uploaded as files instead of loose links
Sales Reporting and Royalty Calculation
From reported sales to the amount due, with every step of the math visible.
- Monthly report per unit with gross sales, returns, deductible taxes, and number of tickets
- Calculation base that is never negative and report validation by whoever manages network finance
- Batch calculation of the period for the whole network in one click, or per unit
- Minimum royalty applied when the calculated amount is lower, and grace period counted from the opening date
- Units without a sales report by the deadline get an estimated calculation from the average of the last three bases, flagged as estimated, and the difference becomes an adjustment when the report arrives
- Calculation breakdown saved with each calculation: base, tier applied, minimum, fund, fees, adjustments, and discounts
- Royalty simulator to tell a franchisee how much they would pay with different sales
- A closed calculation cannot be changed: corrections become credit or debit adjustments in the next period, always with a reason
Network Billing and Delinquency
What each unit owes, since when, and how much it already costs.
- Royalty, fund, franchise fee, technology, penalty, and one-off charges, due on the day the network sets
- Invoicing a charge creates the receivable in Finance, identified as coming from the Franchise Network
- Closing and invoicing of the whole period in batch
- Late fees and pro rata interest calculated on display and during negotiation, never overwriting the original amount
- Negotiation and cancellation with the reason recorded on the timeline
- Delinquency aging by unit and by overdue range, with the updated total
- A daily routine marks the charge as paid when the receivable shows as received in Finance
New Unit Opening
From signing to opening day, with every task, deadline, and owner.
- Opening templates by unit format, with stages for contract, location, design and build-out, staffing, training, pre-opening, and opening
- Default template created on demand so the network can start on day one
- Starting an opening copies the stages as tasks, with deadlines calculated from the start date
- Tasks owned by the franchisor or the franchisee, marked as required, with a record of who completed them and when
- Weighted progress: required tasks count double, and tasks that do not apply are left out
- Opening forecast that shifts on its own by the longest delay among required tasks
- A unit cannot start operating with a pending required task, and the warning lists exactly which ones are missing
- Board by stage to see every new store opening at once
Brand Standards Audits and Action Plans
The field visit becomes a score, and every nonconformity becomes a task with a deadline.
- Audit templates with sections, questions, weight from 1 to 5, auditor guidance, and the network minimum score
- On-site, remote, or mystery shopper audits, scheduled and performed with an on-screen checklist
- Compliant, partial, noncompliant, or not applicable answers, with notes and a photo or document attached as evidence
- Score calculated from the weights; a critical noncompliant item zeroes the whole section and caps the rating
- Excellent, adequate, attention, or critical rating based on the minimum score set by the network
- Each nonconformity suggests an action plan with a default 15-day deadline
- Closing a plan requires verification by another person with approval permission, with proof of the fix attached
- Alerts for late audits and for units without a periodic visit
Announcements with Read Confirmation
The bulletin reaches the right units, and the network knows who read it.
- Operational, marketing, finance, legal, or training announcements, with draft, publication, and expiry date
- Audience of the whole network, selected units, a state, or a unit stage
- Read confirmation per unit when the announcement requires acknowledgement
- Dashboard of who has and has not confirmed, with date and name
Expansion and Candidate Pipeline
From interested prospect to contract, without breaking the law or stepping on anyone's territory.
- Pipeline with lead, qualification, interview, disclosure sent, review, approved, contract, rejected, and withdrew
- Candidates with city and state of interest, format, available capital, source, and owner
- Score from 0 to 100 based on capital versus the format investment, profile, free territory, and experience
- Release date calculated from when the disclosure document was sent, and the contract stage rejected before it
- Candidate territory reserved while they are under review or approved
- History of calls, meetings, emails, and visits on the candidate record, with attached documents
- Converting a candidate creates the franchisee, the unit in prospecting, and a draft contract with the disclosure date carried over
Performance, Unit Health, and Alerts
Which unit is doing well, which needs help, and why.
- Unit ranking with sales, average ticket, royalties, delinquency, and audit score
- Health score from 0 to 100 per unit, calculated from growth, on-time payment, audit score, action plans on track, and on-time sales reporting
- An axis without data leaves the calculation and its weight is redistributed, so missing information does not become a bad score
- Comparison by format and by state, so each unit is measured against similar operations
- Alerts for expiring and expired contracts, missing sales report, delinquency, late audit, overdue action plan, delayed opening, released disclosure document, and unit at risk
- Alerts with a unique key: the daily routine does not repeat the same warning and resolves on its own what stopped happening
- Daily routine that expires contracts, flags late charges, recalculates indicators, and opens alerts before business hours
Governance and Permissions
Each franchisor role sees and does only what belongs to it.
- Separate permissions to view, create, approve, delete, manage network finance, and configure
- Network finance behind its own permission: the field consultant sees the unit without seeing what it owes
- Checks performed on screen and again on the server, on every call
- Network settings, opening templates, and audit templates behind the configuration permission
- No field asks for a typed code: unit, franchisee, territory, and owner are always picked from a list
Checklist
Everything included in Franchise Network
All 72 features in this area, grouped by module so you can compare systems item by item.
- Franchisee records for individuals or companies, with partners, each partner's share, and profile (investor, operator, or multi-unit owner)
- Units with a generated code, format (store, kiosk, home based, container, or digital), address, size, assigned consultant, and total investment
- Unit lifecycle in stages: prospecting, opening, pre-opening, operating, suspended, closing, and closed
- Skipping a stage requires approval permission and a reason, and a unit only starts operating with an active contract and an opening date
- Closing a unit requires a reason and frees its exclusive territory, unless another unit occupies it
- Territories by city, state, region, ZIP code range, or radius in kilometers, with unit potential and estimated population
- Conflict check before saving: an overlapping ZIP range or a radius that invades another exclusive territory is rejected with the name of the unit that holds it
- Optional link to a branch already registered in the system, so company-owned and franchised units live on the same dashboard
- Unit detail with summary, contract, finance, opening, audits, and timeline in the same window
- Timeline for every unit showing who changed what, when, from which stage to which, and why
- New, renewal, transfer, or amendment contracts, numbered automatically and linked to the unit and the franchisee
- Franchise fee with installments, percentage, fixed, or tiered royalty by sales range, minimum royalty, and grace period in months
- Percentage or fixed marketing fund, monthly technology fee, adjustment index, and adjustment month
- A contract cannot become active before the disclosure document completes the legal waiting period: the screen shows a countdown and the API rejects early activation
- Only one active contract per unit; a renewal creates a new contract linked to the previous one, which ends when the new one is activated
- Activating the contract already creates the franchise fee installments as charges
- Termination with a recorded reason and an expiring contract alert with the lead time the network chooses
- Signed contract and disclosure document kept as attachments on the contract itself, uploaded as files instead of loose links
- Monthly report per unit with gross sales, returns, deductible taxes, and number of tickets
- Calculation base that is never negative and report validation by whoever manages network finance
- Batch calculation of the period for the whole network in one click, or per unit
- Minimum royalty applied when the calculated amount is lower, and grace period counted from the opening date
- Units without a sales report by the deadline get an estimated calculation from the average of the last three bases, flagged as estimated, and the difference becomes an adjustment when the report arrives
- Calculation breakdown saved with each calculation: base, tier applied, minimum, fund, fees, adjustments, and discounts
- Royalty simulator to tell a franchisee how much they would pay with different sales
- A closed calculation cannot be changed: corrections become credit or debit adjustments in the next period, always with a reason
- Royalty, fund, franchise fee, technology, penalty, and one-off charges, due on the day the network sets
- Invoicing a charge creates the receivable in Finance, identified as coming from the Franchise Network
- Closing and invoicing of the whole period in batch
- Late fees and pro rata interest calculated on display and during negotiation, never overwriting the original amount
- Negotiation and cancellation with the reason recorded on the timeline
- Delinquency aging by unit and by overdue range, with the updated total
- A daily routine marks the charge as paid when the receivable shows as received in Finance
- Opening templates by unit format, with stages for contract, location, design and build-out, staffing, training, pre-opening, and opening
- Default template created on demand so the network can start on day one
- Starting an opening copies the stages as tasks, with deadlines calculated from the start date
- Tasks owned by the franchisor or the franchisee, marked as required, with a record of who completed them and when
- Weighted progress: required tasks count double, and tasks that do not apply are left out
- Opening forecast that shifts on its own by the longest delay among required tasks
- A unit cannot start operating with a pending required task, and the warning lists exactly which ones are missing
- Board by stage to see every new store opening at once
- Audit templates with sections, questions, weight from 1 to 5, auditor guidance, and the network minimum score
- On-site, remote, or mystery shopper audits, scheduled and performed with an on-screen checklist
- Compliant, partial, noncompliant, or not applicable answers, with notes and a photo or document attached as evidence
- Score calculated from the weights; a critical noncompliant item zeroes the whole section and caps the rating
- Excellent, adequate, attention, or critical rating based on the minimum score set by the network
- Each nonconformity suggests an action plan with a default 15-day deadline
- Closing a plan requires verification by another person with approval permission, with proof of the fix attached
- Alerts for late audits and for units without a periodic visit
- Operational, marketing, finance, legal, or training announcements, with draft, publication, and expiry date
- Audience of the whole network, selected units, a state, or a unit stage
- Read confirmation per unit when the announcement requires acknowledgement
- Dashboard of who has and has not confirmed, with date and name
- Pipeline with lead, qualification, interview, disclosure sent, review, approved, contract, rejected, and withdrew
- Candidates with city and state of interest, format, available capital, source, and owner
- Score from 0 to 100 based on capital versus the format investment, profile, free territory, and experience
- Release date calculated from when the disclosure document was sent, and the contract stage rejected before it
- Candidate territory reserved while they are under review or approved
- History of calls, meetings, emails, and visits on the candidate record, with attached documents
- Converting a candidate creates the franchisee, the unit in prospecting, and a draft contract with the disclosure date carried over
- Unit ranking with sales, average ticket, royalties, delinquency, and audit score
- Health score from 0 to 100 per unit, calculated from growth, on-time payment, audit score, action plans on track, and on-time sales reporting
- An axis without data leaves the calculation and its weight is redistributed, so missing information does not become a bad score
- Comparison by format and by state, so each unit is measured against similar operations
- Alerts for expiring and expired contracts, missing sales report, delinquency, late audit, overdue action plan, delayed opening, released disclosure document, and unit at risk
- Alerts with a unique key: the daily routine does not repeat the same warning and resolves on its own what stopped happening
- Daily routine that expires contracts, flags late charges, recalculates indicators, and opens alerts before business hours
- Separate permissions to view, create, approve, delete, manage network finance, and configure
- Network finance behind its own permission: the field consultant sees the unit without seeing what it owes
- Checks performed on screen and again on the server, on every call
- Network settings, opening templates, and audit templates behind the configuration permission
- No field asks for a typed code: unit, franchisee, territory, and owner are always picked from a list
Want to see Franchise Network in your operation?
See a demonstration using your own numbers, with no obligation. A conversation will help you decide whether the module solves your needs.