Franchise Tools

Financial Tool

Need to create a financial forecast for your franchise?

Understanding the financial potential of your franchise model is essential for attracting the right franchisees and ensuring long-term sustainability. But building your Profit & Loss (P&L) forecast from scratch can be time-consuming and complex, especially if you’re not sure where to start.

That’s where The Franchise Company P&L Template comes in.

Designed specifically for franchisors, our easy-to-use Microsoft Excel template provides a structured, practical framework to help you create clear and credible financial forecasts for your franchise opportunity. Whether you're preparing your initial projections or refining an existing set of numbers, this tool gives you the confidence to present your business in a financially compelling way.

With the template, you can:

• Create detailed franchise P&L forecasts over 1 to 5 years
• Model realistic revenue, cost, and profit assumptions
• Reflect key variables such as staffing, marketing, and royalty fees
• Demonstrate the earning potential to prospective franchisees
• Adjust inputs easily to suit different business types and locations

The template is fully editable and user-friendly, even for those with limited financial experience. Simply open it in Excel, input your data, and begin building forecasts that support your franchise sales process.

And if you need more support, The Franchise Company offers expert financial modelling services. With decades of experience developing franchise financials across all sectors, we can help you produce robust, franchisee-ready forecasts that align with your brand and growth ambitions.

Download the P&L Template today and start bringing your franchise vision to life with numbers that work.

Gather

Understanding your Data

Gather is an excellent platform providing essential feedback from customers, employees and franchisees to enable data driven outcomes to significantly improve your business. Gather can help you promote positive interactions whilst keeping constructive feedback confidential to the organisation. It encourages organisations to move away from being reactive to proactive by making you aware of any business issues (either internal or external).

Gather enables you to finally benchmark all your franchises. So you can understand how they compare, where they are succeeding, where they can improve and raise your franchise through sharing best of breed practices, all whilst your franchisees can see their own data. Gather enables you to finally obtain essential insights around your brand reputation and operational insights, key to driving success for your franchise. Due to its versatility here are just some of the ways, we can use it to help you.

Franchisee Feedback Surveys
Gather can easily and effortlessly:

• Help franchisees convey how they feel about their franchise experience.
• Help the franchisor understand this consolidated data. Where the franchisor can use the evidenced success to encourage potential new franchisees, but equally know where to improve. They can also use it to hear suggestions on how to improve the franchise both internally and externally.

Customer Surveys for Franchise Units

Allows franchisors to gather information relating to how customers feel about the service levels being delivered within the franchise network. Identify any potential issues and deal with them appropriately. Franchisors will already see financial information within the franchise units but Gather allows them to look further into this giving them more valuable information.

Franchisee Training Feedback

Gather can provide feedback to help franchisors understand how effectively their  training is being delivered to franchisees and help franchisors understand if there are any areas requiring improvement. Franchisors can also use this feedback to enhance both training and the recruitment of new franchisees.

Contract Renewal of Franchisees

The agreement with franchisees most likely refers to minimum sales performance and hopefully customer service standards, if it doesn't it should. Speak to us if you want to know how. Gather is an incredibly easy way for customers to supply essential customer service operational data/KPI's, whilst being equally easy for the franchisor to compare the actual customer satisfaction levels. This enables the franchisor to introduce support that improves the performance of all franchisees, ultimately protecting your brand and improving your bottom line.

Understand and Confirm Your Onboarding Process

Don't assume your on-boarding process is sufficient. Have it confirmed by your franchisees. If it's not as good as you thought, you have the opportunity to improve it. If it is, you have essential marketing evidence to demonstrate to future franchisees.

Automate the Screening of Your Potential Franchisees

Dramatically reduce your workload of screening potential new franchisees. Gather can be used as your website front end solution, to automatically screen potential franchisees by ensuring they meet your minimum requirements for your franchise. It's all customisable and tailored to you. Just ask us how.