Gestion d’entreprise · Réseau de franchises

Le franchiseur avec tout son réseau en main, du document d’information précontractuelle au classement des unités

Units, franchisees, territories, and contracts in one set of records. Reported sales become royalties and marketing fund with the math shown, billing goes to accounts receivable, new stores get an opening checklist with deadlines, field visits become a score and an action plan, and franchise candidates cannot sign before the Franchise Disclosure Document (COF) reaches the legal waiting period. At the end, a ranking with a health score shows which unit needs help and why.

O problema e a saída

As dores que Réseau de franchises resolve todos os dias

Se alguma dessas situações parece familiar, é porque elas se repetem em quase toda empresa de formatura, até o sistema certo entrar em cena.

A dor

Each unit's royalty is calculated in a spreadsheet only one person understands, and franchisees dispute the amount every month.

Com o Partiu Formatura

Batch calculation of the period with the breakdown saved: base, tier, minimum, fund, fees, and adjustments. The franchisee sees the same math as the franchisor.

A dor

The contract was signed three days after the disclosure document was delivered, and nobody noticed the legal risk.

Com o Partiu Formatura

A contract only becomes active after the disclosure waiting period counted from delivery. The screen shows a countdown and the server rejects early activation.

A dor

We sold a franchise in a city that was already another unit's exclusive territory.

Com o Partiu Formatura

Territories by city, state, ZIP code range, or radius, with a conflict check before saving and automatic reservation while the candidate is under review.

A dor

New stores always open late, and the delay is only discovered in the week of the opening.

Com o Partiu Formatura

Openings with tasks, owners, and deadlines calculated from the start. The opening forecast shifts on its own by the longest delay, and a unit cannot start operating with a pending required task.

A dor

The consultant visits the unit, writes notes in a notebook, and the nonconformity is forgotten until the next visit.

Com o Partiu Formatura

Audits with a checklist, weights per item, critical items, and attached evidence. Each nonconformity becomes an action plan with a deadline, and only another person can mark the plan as solved.

A dor

The network has fifty units and nobody can tell which ones are at risk before a franchisee asks to leave.

Com o Partiu Formatura

Health score per unit calculated from growth, on-time payment, audit score, action plans on track, and on-time sales reporting, with an at-risk alert before the problem turns into a termination.

Na prática

Exemplos reais de como Réseau de franchises trabalha por você

Situações do dia a dia de empresas de formatura, do problema ao resultado, usando os módulos que você vê nesta página.

01

The royalty nobody argued about anymore

O cenário

At every close, three franchisees questioned the tiered royalty amount, and the answer took days.

Com o sistema

The calculation started running in batch the day after the reporting deadline, with the breakdown showing the tier and the minimum applied. The simulator answered right away how much the unit would pay with different sales.

O resultado

The discussion turned into checking numbers, and any remaining correction went in as an adjustment in the next period, without reopening the closed month.

02

The unit that did not report

O cenário

Two units reported their sales late every month, and billing for the whole network waited for them.

Com o sistema

Those units got an estimated calculation from the average of the last three bases, flagged as estimated, and a missing report alert was opened for the consultant.

O resultado

The network billed on time, and when the report arrived the difference went in as a credit or debit adjustment the following month.

03

The candidate in a hurry to sign

O cenário

An approved investor wanted to sign the contract and pay the franchise fee on the same day they received the disclosure document.

Com o sistema

The pipeline showed the disclosure release date on the candidate card and rejected the move to the contract stage before it. Their territory stayed reserved during the wait.

O resultado

The signing happened on the right date, the conversion created the franchisee, unit, and contract at once, and the franchisor stayed within the law without relying on anyone's memory.

04

The audit that became real improvement

O cenário

Field visits produced good-looking reports, but the same failures came back at the next visit.

Com o sistema

The checklist started generating an action plan with a deadline for every nonconformity, with proof of the fix attached and verification done by another person.

O resultado

Overdue plans showed up in the morning alerts, and the average audit score became part of the units' health score.

Como funciona

O caminho que a informação faz em Réseau de franchises

Cada etapa é um módulo de verdade, e o que sai de uma entra na outra sem ninguém digitar de novo.

  1. 1The candidate enters the pipelineThe prospect becomes a candidate with city, format, and available capital. The score shows the profile, the territory is reserved during review, and the disclosure document sent starts the legal waiting period.
  2. 2The unit is born with a contractConversion creates the franchisee, the unit, and a draft contract. Activated after the disclosure waiting period, the contract creates the franchise fee installments.
  3. 3The store is openedThe opening template becomes tasks with owners and deadlines. Progress and the opening forecast update on their own until the unit starts operating.
  4. 4Sales become billingThe unit reports its sales, the calculation works out royalty, fund, and fees with the math shown, and closing creates the charges that go to accounts receivable.
  5. 5Standards are checkedThe field audit produces a score and a rating, nonconformities become action plans, and announcements reach the units with read confirmation.
  6. 6The network is measured every dayThe morning routine expires contracts, flags delays, recalculates the health score, and opens alerts. The ranking shows who is doing well and who needs a visit.

Módulo por módulo

Tudo o que existe em Réseau de franchises

10 módulos e 72 recursos nesta página, o mesmo cadastro de turma, formando e evento sustentando todos eles.

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

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