Franchise Dashboard
Consumer Excel Template (Free Download)
Model franchisee and franchisor economics through AUV, unit-level P&L, royalties, advertising funds, startup investment, multi-unit expansion, EBITDA, payback, ROIC, cash flow, and DSCR outputs together.
professionals from Deloitte
Used by professionals from
About this dashboard
Franchise Dashboard presents the economics of individual units and a growing franchise system. It uses average unit volume to build revenue, then follows cost of goods sold, direct labour, operating costs, royalties, advertising funds, franchise fees, build-out costs, and working capital through unit-level profitability.
The outputs cover unit EBITDA, franchisor royalty and fee flows, multi-unit growth, consolidated cash flow, expansion payback, cumulative cash flows, ROIC, and debt service coverage. New locations can be assessed through development timing, ramp-up, seasonality, shared overhead, and area development assumptions, giving operators a consistent portfolio view across openings and maturity stages.
Use the dashboard for franchisee recruitment, portfolio expansion, franchisor system valuation, area development planning, and financing analysis. The supporting workbook holds AUV, maturity, cost, fee, startup investment, debt, and opening assumptions; the dashboard reports the resulting unit and consolidated economics from those inputs for planning.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Franchise Dashboard
- Average unit volume revenue build by location
- Unit-level COGS, direct labour, and operating costs
- Royalty and advertising fund calculations
- Franchise fees, build-out costs, and working capital
- Multi-unit openings, ramp-up, and expansion payback
- EBITDA, ROIC, cash flow, and debt coverage outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
Which perspectives does the franchise dashboard cover?+
It covers both sides of the system: unit-level profitability and investment returns for franchisees, plus royalty, franchise fee, and advertising fund flows for franchisors. Consolidated outputs support analysis of a growing multi-unit network.
What drives unit revenue in the model?+
Average unit volume is the core revenue assumption. The supporting workbook can apply location openings, maturity ramps, seasonality, and operating assumptions so the dashboard shows how individual units and the wider portfolio develop over time.
How are royalties and advertising funds presented?+
The dashboard calculates royalty and advertising fund flows from unit revenue using the fee assumptions in the supporting workbook. These outputs help separate recurring franchisor economics from the unit-level profitability experienced by operators.
Can I model multiple new locations?+
Yes. Use the multi-unit expansion and territory development schedule to set opening timing, ramp-up, seasonality, shared overhead, and area development assumptions. Consolidated cash flow, EBITDA, payback, and debt coverage then update across the network.
What financing outputs are available?+
The dashboard includes cash flow, debt service coverage, payback, cumulative cash flows, ROIC, EBITDA, and consolidated profitability outputs. These results can support lender discussions and expansion decisions using the debt and investment inputs supplied in the workbook.
Have more financial modelling questions? Contact us
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