Closed revenue, not pipeline stages
Rank on closed revenue, so a single high-value contract is not averaged away by the noise around it.
Marketing attribution for Franchise Groups
Match closed revenue across every location to the national and local campaigns that produced it, without asking franchisees to install anything.
$2,700,000 54% of $5,000,000 paid
The blind spot
National marketing funds are collected from every unit and defended with impressions. Franchisees want to know what their contribution produced in their territory.
What you get
Rank on closed revenue, so a single high-value contract is not averaged away by the noise around it.
Time between the advertisement and the closed revenue is irrelevant to the match, which is the reason this works where tag-based tracking does not.
Nothing is redistributed. If a contract cannot be traced to a channel, the report says so instead of improving the attributed share.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 1420 | $1,150,000 | 23% | |
| Meta Ads | 864 | $700,000 | 14% | |
| Local service ads | 1049 | $850,000 | 17% | |
| Direct / Unknown | 2838 | $2,300,000 | 46% |
A franchisee paying two per cent of revenue into a national fund reasonably asks what it produced in their market. Impressions and reach are not an answer, and the absence of one strains the relationship.
Because each location's sales file is matched independently and reported per unit, the national fund can be shown to have produced specific revenue in specific territories — or shown not to have, which is equally worth knowing.
Rolling out call tracking or tag management across two hundred independently owned businesses is an operational problem that rarely finishes.
There is nothing to install. Each unit exports its sales, the franchisor supplies the campaign data, and every location is measurable from the first month — including the ones that joined last week.
Many disputes about a national fund are really disputes about routing. A lead generated by a national campaign lands with one unit, the customer later buys from a neighboring one, and both units conclude the fund worked for somebody else. ZIP code boundaries overlap, customers move, and a franchisee who watches inquiries arrive while revenue appears elsewhere decides the advertising does not work in their territory. Nothing in a lead report can settle that, because the lead report ends at the handover and the sales file belongs to whoever closed the business.
Matching each unit's own closed sales against the central campaign data resolves the argument by making both halves of it visible. Where the national fund produced revenue in a territory, that unit's report shows it. Where an inquiry was routed to one unit and the revenue appeared in another's file, the match follows the customer rather than the routing rule, because the customer's contact detail is what both files have in common. That may be the first time anybody in the network has seen what actually happened to a lead after handover, and it ends the argument faster than any policy.
There are two honest ways to organize a network, and they answer different questions. In one workspace, a unit column mapped as Location shows every unit's revenue and how much of it traces to a channel on one page, but everyone with a seat in that workspace sees all of it. On the Agency plan, each unit can instead be its own workspace — up to ten, sharing one monthly record allowance — with each franchisee invited only to theirs, so the isolation is real rather than a filter. That matters in a network of independent businesses that occasionally compete for the same customer. Separate workspaces are not combined into a group view: head office reads each one in turn, which is the price of separation that is real.
A franchisor runs two marketing operations that are nearly always reported as one. Customer acquisition produces revenue in units. Franchise development produces new franchisees, and a single one of those is worth an initial fee, a territory's future royalties and years of system revenue. They compete for attention, are sometimes handled by the same people, and are measured with the same inquiry counts despite being separated by two orders of magnitude in value. A quarter with forty customer inquiries and one signed franchisee looks like a poor quarter on every dashboard the group runs.
Kept in separate workspaces, each gets its own revenue file and its own answer. Development revenue — the initial fee and the royalties that follow it — credits the channel that produced the candidate, which for franchise recruitment is usually a long quiet path through portals, broker networks and content that no advertising platform holds together. The gap between a first inquiry and a signed agreement in this funnel runs to quarters and sometimes years, with no window to expire in between, so the signature credits whatever actually produced the candidate rather than whatever ran last.
Keeping them apart also protects the customer-side reporting. Franchise recruitment spend is lumpy and expensive per inquiry, and folding it into the same report drags every customer-acquisition metric in a direction that has nothing to do with customer acquisition. Two workspaces — on the Agency plan they draw on one monthly record allowance but keep entirely separate data — mean neither set of numbers contaminates the other. It costs no extra effort, because the two revenue files come from different systems and different people anyway. The only discipline needed is deciding which workspace a campaign belongs to before the spend starts.
A system-wide figure is the least useful number a franchisor can publish. Units differ in market size, tenure, staffing, competition and how well they answer the phone, and a channel producing excellent results in a mature territory can produce nothing at all in one that opened last year. The average sits between them and describes neither, while being quoted at every conference as though it described both. Franchisees know this, which is exactly why the average persuades nobody who is paying into the fund. A per-unit breakdown persuades because it is about their own customers.
The variation itself is the most useful output. Where the same national campaign produces strong revenue in six territories and nothing in four, the question stops being whether the fund works and becomes what the six do that the four do not — response time to an inquiry, opening hours, quoting practice, local follow-up. Those are operational answers and they are worth considerably more to a network than a change of media plan. A report that only ever produced one number could not have raised the question; one read unit by unit raises it on the first page.
New units are covered from the day their data exists. Nothing had to be installed while they were opening, so a location trading for six weeks can be measured across those six weeks, and one that joined last year can be measured across its whole first year retrospectively. For a growing network that is the difference between a reporting system which only works for established units and one which works for the units most in need of help. The mapping for a new unit's export is confirmed once and remembered, so onboarding takes minutes rather than an IT schedule.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgment, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
Any CSV works. Column layouts differ per unit and each mapping is confirmed once.
There is nothing to roll out. No scripts, no numbers, no franchisee software changes.
On the Agency plan each location can be its own isolated workspace, with each franchisee invited only to theirs. There is no combined group view across workspaces; for one report covering every unit, keep one workspace with a Location column.
Pricing
The price here is the price on the invoice, plus any sales tax that applies — no per-call, per-minute or per-form fees. Agency usually fits franchisors and multi-unit franchise operators — ten isolated client workspaces sharing one record allowance, plus white-label reports.
Reporting on many clients at once
$799/mo
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Closed sales per location: a customer email or phone, the amount, and a date.
Within one workspace, yes: map a unit column as Location and one report shows every unit's revenue and how much of it traces to a channel. Units kept in separate workspaces are not combined into a group view; head office reads each one.
Yes, when each location is its own workspace on the Agency plan: access is granted per workspace, so a franchisee invited to theirs sees nothing else.
Yes, if each row in the lead file is tagged with its source, or carries a campaign label that names it as national or local.
No. Nothing is installed anywhere.
Yes, and a location that opened last week can still be measured for last month once its data exists.
It is encrypted in transit and at rest and isolated per workspace, so no other account can reach your accounts. Deletion is immediate and a DPA is available.
Sales rows analyzed in a calendar month across the group.
The match follows the customer, because the contact detail is what both files share. The revenue is credited where the sale was recorded, which may be the first time a network can see what happened after a handover.
Yes, and you should. Keep development in its own workspace with its own revenue file, so initial fees and royalties credit the channel that produced the candidate without dragging the customer-side numbers around with them.
As long as your data reaches. Franchise development cycles run into years and there is no window to expire, so a signature this quarter still credits whatever produced the candidate two years ago.
Because units differ in market, tenure and how they handle inquiries. A national average sits between the units doing well and the ones that are not, describing neither — which is why franchisees tend not to believe it.
Then only those territories are measurable and the rest are shown as absent rather than estimated. Participation usually rises once the first few units have a report showing what the fund produced for them.
Yes, if their rows in the lead file carry their own source or campaign label. Without that, local and national spend blend into one channel and the unit paying for the local half cannot see what it bought.
Nearby
Match transactions across every store and the web to the campaigns that produced the customer, without a tag on a single till.
See how it worksAttribute revenue closed by independent dealers to the campaigns head office paid for — without asking a single dealer to install anything.
See how it worksMatch your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksWhere your sales already are
Export repair orders from Shop-Ware, upload the leads behind them, and rank channels on gross profit — shop by shop.
What to exportExport collections from Open Dental, bring the referral source and your other lead files with them, and rank every source on what it collected.
What to exportExport collections from Denticon, upload the leads behind them, and rank sources on the patients the group actually won — office by office.
What to exportFrom the blog
Franchisees pay into a national marketing fund and receive a report about impressions. Attribution turns that relationship from a matter of faith into a matter of record — which is exactly why some franchisors are in no hurry to build it.
Read the articleA multi-location business that reports one national attribution number is hiding its most important finding. The same campaign performs differently in every market, and the aggregate is an average of things that should never have been averaged.
Read the articleAdd up what your agencies and platforms claim and you have sold the same thing several times over. Nobody is lying. Here is why double counting is structural, how to run the reconciliation meeting, and what to change in the contracts so it stops recurring.
Read the articleStart today
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