Improve Existing Unit Performance

Portfolio Audit

Identify where to invest resources to maximize return by understanding the underlying factors influencing unit performance.

How can I maximize the return on my current portfolio of franchise units?

Help your team pinpoint where to invest to improve your current portfolio.

There is rarely consensus among franchise leadership teams and franchisees on how a specific unit should be performing. Both the franchisor and franchisee influence a location’s success, which is further complicated by underlying trade area factors such as competition, area draw, and demographic changes. With so many variables, how can you pinpoint which locations are in a good trade area but failing to reach their potential and which locations are in the wrong trade area and need to be relocated?

Get a deep understanding of unit performance.

Buxton’s Portfolio Audit Solution helps you to allocate resources more effectively by identifying units with strong potential and units that may no longer warrant additional investment. Our analytics give you insights into the underlying factors that drive location performance so you can make intelligent unit-level decisions regarding training, marketing, remodels, relocations, and franchisor buyback. Guide discussions with franchisees and maximize the return on every location.

Buxton's customer analytics are the secret weapon behind today's top brands.

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Analytics created for you.

How We Do It

Potential vs. Actual Performance

Each audit begins by developing a customer profile and custom site selection model to identify the factors that drive your brand’s performance. We use the model to score your existing units and segment your portfolio into four groups by comparing potential to actual performance.

Unit-Level Strategies

We also provide insights into the factors driving each group’s score, based on the variables included in the model, to guide your unit-level strategies. You can explore and analyze each unit’s trade area further using the model, customer profile, and other reporting tools in SCOUT, an application in the Buxton Analytics Platform.

Solution Features

What does the Portfolio Audit Solution do for you?

An easy-to-use interface to access all of these features. Built for everyone in your organization.

Stay up-to-date on retail trends.