Monitoring and comparing key business metrics across multiple locations is essential for driving franchise growth and ensuring operational consistency. AI Growth Advisor streamlines this process with intuitive Report and Scorecard features, enabling you to track financial performance, manage cash flow, and evaluate results to drive smarter business decisions.

Step 1: Log in to Your AI Growth Advisor Account

Log in using your username and password.

Step 2: Access Reports

In the left-hand sidebar, click Reports.
The main Reports page is organized by Financial, Marketing, and Operations categories.

Under Financial, you can access:

• Balance Sheet: See assets, liabilities, and equity in one place for a comprehensive financial snapshot.

• Profit and Loss: View revenue, expenses, and net profit to measure financial performance for any period.

• AR Aging Summary: Monitor outstanding bills to ensure timely payments and strong supplier relationships.

• AP Aging Summary: Track overdue invoices and maintain healthy cash flow.

Expand Marketing or Operations for more report options as needed.
Use the search function to quickly find specific reports.

Tip: Regularly review these reports to spot trends, identify issues, and compare performance across all your locations.

Step 3: Use Scorecards for Goal Tracking

Click Scorecard in the left sidebar.
Select from scorecard templates for financial and operational tracking, such as:

• Balance Sheet Scorecard

• P&L (Profit & Loss) Scorecard

• Sales Scorecard

Set measurable goals for each location and track progress using these scorecards.

Step 4: Consistently Monitor and Compare

Regularly review your reports and scorecards to assess performance and identify any discrepancies or areas for improvement.
Compare results across multiple locations for consistency.
Ensure each location is on track to achieve its business goals.

Tips for Successful Metric Management 

Routine Reviews: Schedule regular check-ins of your Reports and Scorecards to maintain visibility and accountability.
Align Goals: Update your scorecard goals as business objectives or market conditions change.
Take Action: Utilize the insights from your reports to promptly resolve issues and capitalize on new opportunities.

By following these steps with AI Growth Advisor's reporting and scorecard tools, you’ll keep your business metrics clear, consistent, and actionable, helping your franchise stay competitive and grow with confidence.