Review criteria
- +Match by candidate and brand
- +Fit score and territory
- +Intro-to-award stage
- +Hot-match view
Franchise Match Pipeline in Franchise Consultant
The Franchise Match Pipeline is a copy-ready spreadsheet for franchise consultant that tracks matches, candidate, brand, fit, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Franchise Match Pipeline”
Tabs: How to use · Matches · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 11
Columns (grey = calculated for you)
- Candidate
- Brand
- Category
- Territory
- Liquid capital
- Fit score (1-10)
- Stage
- Est. commission
- Probability
- Weighted value
- Next step by
- Open the Matches tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- One row per candidate-brand match; Weighted value = commission x probability for a realistic forecast.
- Next step by turns red when it passes; candidates who stall usually stall at FDD review.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Franchise Match Pipeline
About this template
It is built for people who want results without another subscription: consultants matching candidates to brands. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Franchise Match Pipeline
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Consultants matching candidates to brands
- +Anyone tracking intros
Pause before choosing when
- -Franchisor portal sync
- -Automated matching
About Franchise Consultant
Why people consider this option
- +Track candidates, matches, and validation without paid software
- +Keep every lead and franchise record in a file you own
- +Know your pipeline and placement commissions
What to review before acting
- -No CRM or franchisor portal integration without a tool
- -Busy consultants need real CRM software
Trust FAQ
Questions people ask before copying a template
Does the Franchise Match Pipeline work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Franchise Match Pipeline really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Franchise Match Pipeline track?
It tracks matches, candidate, brand, fit, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.