"Quarterly Network Review: the auto-generated executive report"

What the Quarterly Network Review is

The Quarterly Network Review is Verinode HQ's board-ready executive report: one PDF, plus a companion spreadsheet, that packages your entire network's performance for a single quarter into something you can hand to a board, a lender, a PE partner, or your own leadership team without a second look. It covers five areas in a fixed order, Network Health, Programs, Margin & Cash, Brand & Compliance, and Recruitment, and every figure in it is built from network-level aggregates: rollups, medians, and counts computed across every membership in your network. It never surfaces a single membership's private, unaggregated business data. Memberships own their own data; HQ reports on the network picture built from it.

Two things make this report distinct from anything else you generate on demand in HQ:

• It's the only report that builds itself. On the first day of every calendar quarter, HQ automatically generates a fresh review for every network on the platform, no one has to remember to run it.
• It's the fixed five-section format. Where Member Cohort, Compliance Audit, and Recruitment Pack reports (the other on-demand report types on the same page) each focus on one slice of the network, the Quarterly Network Review always covers all five sections in the same order, every time.

Where to find it

• HQ sidebar: click Reports (Reports & Communication).
• Direct URL: hq.verinode.ai/reports.

On that page, the Quarterly Reviews row always opens with a launch tile for the Quarterly Report deck ("The executive report across your network"). That deck has three tabs:

• Overview, what the report contains and why it matters, with a labeled example so you know what to expect before your first one exists.
• Library, every quarterly review your network has generated, each with its PDF and spreadsheet links once ready.
• Generate, where admins trigger a new report on demand.

If your network hasn't had a review generated yet, the row shows this hint underneath the launch tile:

"Auto-generated on the first day of each quarter at 06:00 UTC. Open the deck to generate one on demand."

Admins also have a Generate quarterly review button in the page header, next to the page title, which does the same thing as the deck's Generate tab in one click.

Once at least one review exists, the hero panel at the top of the page shows a pill reading "Last quarterly [date]" next to its headline, and the Quarterly Reviews row itself fills in with a tile per review: the largest, brightest tile is always the most recent one, so it's easy to spot at a glance.

How it's built: auto-generated or on demand

Automatic generation. On the first day of every quarter, January 1, April 1, July 1, and October 1, at 06:00 UTC, HQ builds a fresh Quarterly Network Review for every network on the platform in one pass. Once yours finishes, everyone in your HQ group gets a notification titled "Quarterly Network Review is ready," which links straight back to the Reports page.

There's a detail worth being precise about: the report that lands on day one of a new quarter does not cover the quarter that's just starting, it covers the quarter that just closed. A review generated on October 1 reports on July 1 through September 30 (Q3), not October through December. This is deliberate: a quarter can only be reported on once it's actually finished.

On-demand generation. Admins don't have to wait for the automatic run. From either the header's Generate quarterly review button or the deck's Generate tab, an admin can build a fresh review at any moment. It runs the exact same builder as the automatic cron and produces the exact same shape of report, which means it always packages the most recently completed quarter, not a partial read of the quarter still in progress. Generating on demand in the middle of Q3, for example, still gives you the finished Q2 numbers, the same report the automatic run would have produced on July 1, refreshed with whatever's changed in your network's aggregates since then. It is not a way to get a running total on the current quarter.

Every generated review, automatic or on demand, is added to the Library tab and to the Quarterly Reviews row on the page, tagged with the period it covers.

1. 1Open Reports in the HQ sidebar.
2. 2In the Quarterly Reviews row, open the Quarterly Report launch tile.
3. 3Switch to the Generate tab.
4. 4If you're an admin, you'll see a "Generate this quarter's report" button and, if a prior review exists, a line noting when one was last generated. Click it.
5. 5The panel confirms: "Your report is generating. It appears under Library with its PDF and spreadsheet once ready." Switch to the Library tab, or close the deck and check the Quarterly Reviews row, to open the finished PDF and spreadsheet.

The five sections

Every Quarterly Network Review, PDF and spreadsheet alike, covers the same five sections in the same order. The spreadsheet gives each one its own worksheet tab, so the tab names match the PDF's section headings exactly.

1. Network Health

The opening section frames the quarter with three lines:

• Composite score, the same 0–100 Network Health composite shown on the Network page's hero, reported as "Composite [score] / 100." See The Network Health composite score explained for how that number is built. It reads as a dash when the network doesn't have enough data yet for a score.
• Active franchisees, "[N] of [N] franchisees active in last 30 days."
• Median gross margin, your network's median gross margin for the quarter, or a dash if no location has margin data on file yet.

2. Programs

A count of every preferred-partner program your network runs, plus how well it's being adopted:

• Preferred vendors, national-account carriers, and preferred TPAs, one count for each program type.
• Network-weighted adoption, the average adoption rate across every program, shown as a percentage, or "Adoption: rolling up" until enough adoption data exists.

3. Margin & Cash

The quarter's financial health, framed relative to the rest of the network's cohort:

• Group margin P50, your network's median gross margin, or a dash if not yet available.
• Percentile standing, "Sits at P[N] of the rest," showing where your network's margin sits against the comparison cohort, or "Cohort coverage: warming up" until there's enough of a comparison group.
• Cash-runway distribution, a single line breaking down how many locations sit in each cash-runway bucket: "Cash <30d: [N], 30–60d: [N], >60d: [N]."

4. Brand & Compliance

The network's certification standing:

• Network cert-current rate, the share of certification checks across the network that are current, or "Cert-current rate: rolling up" if the data isn't populated yet.
• Coverage, "[N] franchisees × [N] cert types," so you know the size of the matrix behind the rate.

In the spreadsheet, this worksheet goes further than the PDF's summary line: it includes the full franchisee-by-cert-type matrix, each active franchisee down the rows, each certification type across the columns, and each cell showing that franchisee's status for that cert (current, expiring, expired, or missing). This is compliance standing, not private business data, which is why it can appear at the individual-franchisee level here while margin, revenue, and job-level detail never do anywhere in HQ.

5. Recruitment

The story for prospective members, built from your top-quartile locations:

• Top-quartile margin, the average margin among your top-performing quarter of locations, or "Top-quartile margin: rolling up" if there isn't enough data yet.
• Top-quartile cycle time, the average job cycle time among that same top quartile, in days, or "rolling up" if not yet available.
• Network footprint, the total number of locations in your network.

The two artifacts: PDF and spreadsheet

Every review produces two files covering the identical period:

• PDF, a one-page branded executive summary. It opens with your network's name and logo in the header, an executive-summary line, then the five sections as short bullet lists in order, and closes with a footer noting that every figure comes from network-level aggregates, never an individual membership's own records.
• Spreadsheet (xlsx), a companion export with one worksheet per section (Network Health, Programs, Margin & Cash, Brand & Compliance, Recruitment), so you can pull a number into your own board deck or model without retyping it. The Brand & Compliance worksheet carries the full compliance matrix described above; the others carry the same figures shown in the PDF, laid out as rows.

The downloaded file is named after your network and the quarter it covers, for example your-network-quarterly-q2-2026.pdf, so a folder of reports sorts cleanly by quarter without opening each one.

Each review tile, in both the row and the Library tab, shows a status line for how far along it is: "PDF + xlsx ready" once both files are built, "PDF ready" or "xlsx ready" if only one has finished, or "Generating" while it's still assembling. Large networks with a lot of locations can take a little longer to compile the full pair.

Empty states

• No quarterly review has ever been generated. The Quarterly Reviews row shows only the launch tile, with the hint: "Auto-generated on the first day of each quarter at 06:00 UTC. Open the deck to generate one on demand." The deck's Overview tab shows its own empty state: "Your reports once you generate one," listing "Each quarter with its PDF and spreadsheet" and "Auto-generated on the first day of every quarter."
• A review exists but hasn't finished building. Its tile shows "Generating" instead of a PDF/xlsx status until the files are ready.
• You're not an admin. The Generate tab reads: "Only group admins can generate reports on demand," and the header's Generate button doesn't render at all.

How this holds the HQ privacy boundary

Nothing in the Quarterly Network Review, PDF or spreadsheet, exposes a single membership's private business detail. Every figure across all five sections is a network-level rollup: a median, a count, a percentile, or a rate computed across your memberships as a whole. The one exception is the compliance matrix in the spreadsheet's Brand & Compliance tab, which does name individual franchisees, but only against certification status, which sits on the aggregates-and-compliance side of the boundary HQ was built around, never against margin, revenue, client data, or any other private operating detail. Verinode surfaces the network's pattern; your leadership team decides what to do with it and who to share the report with.

Related

• Reports & Communication: how HQ shares intelligence with the network
• Quarterly reviews in Vault
• The Network Health composite score explained
• Margin & Cash overview
• Compliance and certification tracking
• How HQ protects membership data