Measure swarm · Per-Location-Rollup-Reporting Agent · Cohort-framed-kpi-rollup skill · Build pillar · Published June 9, 2026

How to architect cohort-framed per-location KPI rollup

This guide explains how to architect the cohort-framed-kpi-rollup skill on the per-location-rollup-reporting agent end-to-end at multi-location franchise + multi-store scale: per-portfolio per-location per-canonical-cohort-spec + per-canonical-per-location-KPI-spec + per-canonical-per-cohort-KPI-rollup + per-CFO-trustworthy-numerator-denominator-spec + per-franchisee-trustworthy-RLS-row-level-security + per-per-cohort-vs-baseline-anomaly-detection + per-per-cohort-rolling-30-day-90-day-365-day-trend + per-executive-summary-narrative-generation + per-board-deck-export + per-portfolio audit-trail.

Engage the per-location-rollup-reporting agent See the 32-agent swarm

What you will build

Per-portfolio per-canonical-cohort-spec — per-vintage-cohort (grand-opening date quarter + year + 12-month rolling) + per-same-store-sales-cohort (13-month-plus mature + comp-store + LFL like-for-like) + per-grand-opening-cohort (under-13-month + honeymoon) + per-acquired-cohort (acquired from Brand-A + Brand-B + conversion-vs-organic) + per-organic-growth + per-closed-relocated + per-seasonal + per-cohort-membership-rule + per-cohort-transition-rule (grand-opening-to-SSS at 13-month + acquired-to-organic at 12-month + organic-to-closed at decommission).
Per-canonical-per-location-KPI-spec — per-revenue + per-transaction-count + per-average-ticket + per-foot-traffic + per-CAC + per-ROAS + per-LTV + per-gross-margin + per-labor-cost-as-percentage-of-sales + per-food-cost-as-percentage-of-sales + per-occupancy-cost-as-percentage-of-sales.
Per-canonical-CFO-trustworthy-numerator-denominator-spec — explicit numerator + explicit denominator + source-of-truth mapping + per-KPI rounding rule (banker rounding + round-half-up + round-half-down) + USD-cents canonicalization + UTC time-zone canonicalization + period spec (trailing 12-month + fiscal quarter + calendar quarter + fiscal year) + recalculation on source data update + per-KPI version pinning.
Per-canonical-franchisee-trustworthy-RLS-row-level-security — per-franchisee can see own locations + see peer-cohort benchmark anonymized + see portfolio aggregate anonymized + corporate can see all + per-Postgres + per-Snowflake + per-BigQuery + per-Redshift RLS policy implementation + RLS audit-trail.
Per-canonical-per-cohort-vs-baseline-anomaly-detection — per-portfolio-median + per-90-day-rolling-median + per-365-day-rolling-median + per-3-year-baseline + per-2-sigma + per-3-sigma outlier + per-Mann-Kendall trend test + per-CUSUM control chart + per-EWMA control chart + per-Bayesian changepoint detection + per-severity-tiering + per-routing.
Per-canonical-rolling-30-day-90-day-365-day-trend per-cohort + per-trend-line.
Per-canonical-executive-summary-narrative-generation + per-board-deck-export — per-cohort narrative template + per-anomaly narrative via GPT-4 + Claude Sonnet + Gemini Pro + CFO review loop + fact-grounding spec + per-PowerPoint via python-pptx + per-Google-Slides via Slides API + per-PDF via Puppeteer + per-Keynote + per-deck-template (quarterly board + monthly leadership + weekly flash + investor relations) + per-version control + per-stakeholder-distribution routing.

Why per-vendor-Tableau-Workbook-single-account breaks at multi-location-franchise scale

Per-vendor-Tableau-canonical-Workbook ships per-account per-data-source per-view primitive. Per-vendor-Looker + Power BI + Qlik Sense + Domo + Sisense + ThoughtSpot + Mode + Hex + Sigma Computing + Metabase-canonical-single-account ship per-vendor per-native BI primitives.

At 1-location-1-CFO scale per-account per-data-source per-view primitive is enough. At 200-location-200-franchisee scale per-location-cohort-spec-not-single-workbook + per-CFO-trustworthy-numerator-denominator-explicit-spec + per-franchisee-trustworthy-RLS-per-franchisee + per-cohort-rollup-not-aggregate-blob + per-cohort-vs-baseline-anomaly-detection + per-executive-summary-narrative-generation + per-board-deck-export-PowerPoint-PDF + per-FDD-franchise-disclosure-compliance.

Per-cross-vendor-BI-fragmentation + per-cohort-spec-blind + per-CFO-numerator-denominator-ambiguity + per-franchisee-RLS-blind + per-anomaly-detection-blind + per-narrative-generation-blind + per-board-deck-export-blind.

The operator-side architecture above per-vendor-BI primitive is canonical-cohort-spec + per-CFO-trustworthy-numerator-denominator + per-franchisee-trustworthy-RLS + per-per-cohort-vs-baseline-anomaly-detection + per-rolling-trend + per-executive-summary-narrative-generation + per-board-deck-export + per-portfolio-audit-trail.

What is in market today

Per-platform per-BI-vendor

Tableau (Salesforce), Looker (Google Cloud), Power BI (Microsoft), Qlik Sense, Domo, Sisense, ThoughtSpot, Mode (Klaviyo), Hex, Sigma Computing, Metabase, Redash, Cube, Preset, Lightdash. Per-account per-data-source per-view. Per-canonical-per-location-cohort-spec-canonical-CFO-trustworthy-numerator-denominator-canonical-franchisee-trustworthy-RLS is not the primitive.

Per-platform per-data-warehouse-vendor

Snowflake, Databricks, BigQuery, Redshift, Synapse, ClickHouse, Firebolt, MotherDuck, Postgres. Per-account per-warehouse per-table primitive. Per-canonical-per-cohort-rollup-canonical-per-CFO-numerator-denominator-spec-canonical-per-franchisee-RLS-policy is not the primitive.

Per-platform per-anomaly-detection-vendor

Anodot, Anomalo, Datadog Anomaly Detection, Splunk ITSI, Sumo Logic, New Relic, Acceldata, Monte Carlo (data observability), Bigeye, Soda, Lightup. Per-account per-metric per-anomaly primitive. Per-canonical-per-cohort-vs-baseline-Mann-Kendall-CUSUM-EWMA-Bayesian-changepoint-canonical-severity-tiering-canonical-routing is not the primitive.

Per-platform per-board-deck-export-vendor

PowerPoint, Google Slides, Keynote, Beautiful.ai, Pitch, Canva, Visme, Prezi, Slidebean, Tome, Gamma. Per-account per-deck per-slide primitive. Per-canonical-per-deck-template-canonical-quarterly-board-monthly-leadership-weekly-flash-investor-relations-canonical-version-control-canonical-stakeholder-distribution-routing is not the primitive.

How the architecture is built

Per-portfolio per-canonical-cohort-spec-substrate. Per-vintage + per-SSS + per-LFL + per-comp-store + per-grand-opening + per-acquired + per-organic-growth + per-closed-relocated + per-seasonal canonical-cohort.
Per-portfolio per-canonical-cohort-membership-rule + per-cohort-transition-rule. Per-grand-opening-to-SSS-at-13-month + per-acquired-to-organic-at-12-month + per-organic-to-closed-at-decommission canonical-transition.
Per-portfolio per-canonical-per-location-KPI-spec. Per-revenue + per-transactions + per-average-ticket + per-foot-traffic + per-CAC + per-ROAS + per-LTV + per-gross-margin + per-labor + per-food-cost + per-occupancy canonical-KPI.
Per-portfolio per-canonical-CFO-trustworthy-numerator-denominator-spec. Per-explicit-numerator + per-explicit-denominator + per-source-of-truth-mapping + per-rounding-rule + per-USD-cents + per-UTC + per-period-spec + per-recalculation + per-version-pinning canonical-CFO.
Per-portfolio per-canonical-franchisee-trustworthy-RLS-row-level-security. Per-franchisee-sees-own + per-franchisee-sees-peer-cohort-anonymized + per-franchisee-sees-portfolio-aggregate-anonymized + per-corporate-sees-all + per-Postgres-Snowflake-BigQuery-Redshift-RLS-policy canonical-RLS.
Per-portfolio per-canonical-per-cohort-KPI-rollup. Per-cohort-revenue + per-cohort-transaction + per-cohort-average-ticket + per-cohort-foot-traffic + per-cohort-CAC + per-cohort-ROAS + per-cohort-LTV canonical-rollup.
Per-portfolio per-canonical-per-cohort-baseline-spec. Per-portfolio-median + per-90-day-rolling-median + per-365-day-rolling-median + per-3-year-baseline canonical-baseline.
Per-portfolio per-canonical-per-cohort-anomaly-detection. Per-2-sigma + per-3-sigma + per-Mann-Kendall + per-CUSUM + per-EWMA + per-Bayesian-changepoint canonical-anomaly.
Per-portfolio per-canonical-per-cohort-anomaly-severity-tiering + per-routing. Per-Tier-1-Critical + per-Tier-2-High + per-Tier-3-Medium + per-CFO-VP-routing canonical-severity.
Per-portfolio per-canonical-per-cohort-rolling-30-day-90-day-365-day-trend. Per-30-day + per-90-day + per-365-day + per-trend-line canonical-rolling-trend.
Per-portfolio per-canonical-executive-summary-narrative-generation. Per-cohort-narrative-template + per-anomaly-narrative-LLM-GPT-4-Claude-Gemini + per-CFO-review-loop + per-fact-grounding canonical-narrative.
Per-portfolio per-canonical-board-deck-export. Per-PowerPoint-via-python-pptx + per-Google-Slides-via-Slides-API + per-PDF-via-Puppeteer + per-Keynote + per-quarterly-board-monthly-leadership-weekly-flash-investor-relations-deck-template + per-version-control + per-stakeholder-distribution-routing canonical-deck-export.
Per-portfolio per-portfolio-audit-trail. Per-CSV-export + per-SOC2-export + per-FDD-export + per-immutable-storage canonical-audit-trail.

Frequently asked questions

What is cohort-framed per-location KPI rollup for multi-location operations?

Cohort-framed per-location KPI rollup runs per-portfolio per-location per-canonical-cohort-spec + per-canonical-per-location-KPI-spec + per-canonical-per-cohort-KPI-rollup + per-canonical-CFO-trustworthy-numerator-denominator-spec + per-canonical-franchisee-trustworthy-RLS-row-level-security + per-canonical-per-cohort-vs-baseline-anomaly-detection + per-canonical-per-cohort-rolling-30-day-90-day-365-day-trend + per-canonical-executive-summary-narrative-generation + per-canonical-board-deck-export + per-portfolio audit-trail. Per-canonical-cohort-spec runs per-portfolio per-canonical-vintage-cohort (per-grand-opening-date-quarter + per-grand-opening-date-year + per-vintage-cohort-12-month-rolling per-canonical-vintage) + per-canonical-same-store-sales-cohort (per-13-month-plus-mature-cohort + per-comp-store + per-LFL-like-for-like per-canonical-SSS) + per-canonical-grand-opening-cohort (per-under-13-month-cohort + per-honeymoon-cohort per-canonical-grand-opening) + per-canonical-acquired-cohort (per-acquired-from-Brand-A + per-acquired-from-Brand-B + per-conversion-vs-organic-growth per-canonical-acquired) + per-canonical-organic-growth-cohort + per-canonical-closed-relocated-cohort + per-canonical-seasonal-cohort. The per-platform BI vendor category includes Tableau (Salesforce), Looker (Google Cloud), Power BI (Microsoft), Qlik Sense, Domo, Sisense, ThoughtSpot, Mode (Klaviyo), Hex, Sigma Computing, Metabase, Redash, Cube, Preset, Lightdash.

Why does per-vendor-Tableau-canonical-Workbook-canonical-single-account break down at multi-location-franchise scale?

Per-vendor-Tableau-canonical-Workbook ships per-account per-data-source per-view primitive. Per-vendor-Looker + per-Power-BI + per-Qlik-Sense + per-Domo + per-Sisense + per-ThoughtSpot + per-Mode + per-Hex + per-Sigma-Computing + per-Metabase-canonical-single-account ship per-vendor per-native BI primitives. At 1-location-1-CFO scale per-account per-data-source per-view primitive is enough. At 200-location-200-franchisee scale per-canonical-per-location-cohort-spec-canonical-not-single-workbook + per-canonical-CFO-trustworthy-numerator-denominator-canonical-explicit-spec + per-canonical-franchisee-trustworthy-RLS-canonical-row-level-security-per-franchisee + per-canonical-per-cohort-rollup-canonical-not-aggregate-blob + per-canonical-per-cohort-vs-baseline-anomaly-detection + per-canonical-executive-summary-narrative-generation + per-canonical-board-deck-export-canonical-PowerPoint-PDF + per-canonical-FDD-franchise-disclosure-document-compliance-attestation.

How does per-portfolio per-canonical-cohort-spec + per-canonical-per-location-KPI-spec work?

Per-portfolio per-canonical-cohort-spec runs per-portfolio per-canonical-per-location-cohort-assignment (per-location-vintage-cohort-by-grand-opening-quarter + per-location-SSS-cohort-by-13-month-maturity + per-location-grand-opening-cohort-by-under-13-month + per-location-acquired-cohort-by-acquisition-source + per-location-organic-growth-cohort + per-location-closed-relocated-cohort + per-location-seasonal-cohort per-canonical-cohort-assignment) + per-canonical-cohort-membership-rule + per-canonical-cohort-transition-rule (per-grand-opening-to-SSS-at-13-month + per-acquired-to-organic-at-12-month + per-organic-to-closed-at-decommission per-canonical-transition) + per-canonical-cohort-effective-date-staging. Per-canonical-per-location-KPI-spec runs per-portfolio per-canonical-per-location-revenue-KPI + per-canonical-per-location-transaction-count-KPI + per-canonical-per-location-average-ticket-KPI + per-canonical-per-location-foot-traffic-KPI + per-canonical-per-location-CAC-customer-acquisition-cost-KPI + per-canonical-per-location-ROAS-return-on-ad-spend-KPI + per-canonical-per-location-LTV-lifetime-value-KPI + per-canonical-per-location-gross-margin-KPI + per-canonical-per-location-labor-cost-as-percentage-of-sales-KPI + per-canonical-per-location-food-cost-as-percentage-of-sales-KPI + per-canonical-per-location-occupancy-cost-as-percentage-of-sales-KPI.

What does per-portfolio per-canonical-CFO-trustworthy-numerator-denominator + per-franchisee-trustworthy-RLS do?

Per-portfolio per-canonical-CFO-trustworthy-numerator-denominator-spec runs per-portfolio per-canonical-per-KPI-numerator-explicit-spec + per-canonical-per-KPI-denominator-explicit-spec + per-canonical-per-KPI-numerator-source-of-truth-mapping + per-canonical-per-KPI-denominator-source-of-truth-mapping + per-canonical-per-KPI-rounding-rule (per-banker-rounding + per-round-half-up + per-round-half-down per-canonical-rounding) + per-canonical-per-KPI-currency-USD-cents-canonicalization + per-canonical-per-KPI-time-zone-UTC-canonicalization + per-canonical-per-KPI-period-spec (per-trailing-12-month + per-fiscal-quarter + per-calendar-quarter + per-fiscal-year per-canonical-period) + per-canonical-per-KPI-recalculation-on-source-data-update + per-canonical-per-KPI-version-pinning. Per-canonical-franchisee-trustworthy-RLS-row-level-security runs per-portfolio per-canonical-per-franchisee-RLS-spec (per-franchisee-can-see-own-locations + per-franchisee-can-see-peer-cohort-benchmark-anonymized + per-franchisee-can-see-portfolio-aggregate-anonymized + per-corporate-can-see-all per-canonical-RLS) + per-canonical-per-RLS-database-implementation (per-Postgres-RLS-policy + per-Snowflake-RLS-policy + per-BigQuery-RLS-policy + per-Redshift-RLS-policy per-canonical-RLS-implementation) + per-canonical-RLS-audit-trail.

What does per-portfolio per-canonical-per-cohort-vs-baseline-anomaly-detection + per-rolling-trend + per-executive-summary-narrative do?

Per-portfolio per-canonical-per-cohort-vs-baseline-anomaly-detection runs per-portfolio per-canonical-per-cohort-baseline-spec (per-portfolio-median + per-cohort-90-day-rolling-median + per-cohort-365-day-rolling-median + per-cohort-3-year-baseline per-canonical-baseline) + per-canonical-per-cohort-2-sigma-outlier-detection + per-canonical-per-cohort-3-sigma-outlier-detection + per-canonical-per-cohort-Mann-Kendall-trend-test + per-canonical-per-cohort-CUSUM-control-chart + per-canonical-per-cohort-EWMA-control-chart + per-canonical-per-cohort-Bayesian-changepoint-detection + per-canonical-per-cohort-anomaly-severity-tiering + per-canonical-per-cohort-anomaly-routing. Per-canonical-per-cohort-rolling-30-day-90-day-365-day-trend runs per-portfolio per-canonical-per-cohort-rolling-30-day-KPI + per-canonical-per-cohort-rolling-90-day-KPI + per-canonical-per-cohort-rolling-365-day-KPI + per-canonical-per-cohort-trend-line. Per-canonical-executive-summary-narrative-generation runs per-portfolio per-canonical-per-cohort-narrative-template + per-canonical-per-anomaly-narrative-LLM-generation (per-GPT-4 + per-Claude-Sonnet + per-Gemini-Pro per-canonical-LLM-narrative) + per-canonical-narrative-CFO-review-loop + per-canonical-narrative-fact-grounding-spec.

What does per-portfolio per-canonical-board-deck-export + per-per-location-rollup-reporting-agent-canonical-bundle do?

Per-portfolio per-canonical-board-deck-export runs per-portfolio per-canonical-PowerPoint-export-via-python-pptx + per-canonical-Google-Slides-export-via-Slides-API + per-canonical-PDF-export-via-Puppeteer-headless-Chrome + per-canonical-Keynote-export + per-canonical-per-deck-template-spec (per-quarterly-board-deck-template + per-monthly-leadership-deck-template + per-weekly-flash-report-template + per-investor-relations-deck-template per-canonical-deck-template) + per-canonical-per-deck-version-control + per-canonical-per-deck-stakeholder-distribution-routing. Per-per-location-rollup-reporting-agent-canonical-bundle integrates the cohort-framed-kpi-rollup skill with sibling skills on the same agent: per-canonical-multi-location-reporting (sibling, parent commercial pillar at /multi-location-reporting + at /cohort-framed-kpi-rollup) + per-canonical-quarterly-board-deck-generation (sibling, downstream consumer of board-deck-export) + per-canonical-cmo-dashboard (sibling, downstream consumer of cohort-framed KPI for CMO dashboard) + per-canonical-peer-cohort-benchmarking (sibling, consumer of cohort-membership substrate for per-cohort peer benchmarking).

Engage the per-location-rollup-reporting agent

Per-portfolio per-canonical-cohort-spec + per-canonical-per-location-KPI-spec + per-canonical-per-cohort-KPI-rollup + per-CFO-trustworthy-numerator-denominator + per-franchisee-trustworthy-RLS + per-per-cohort-vs-baseline-anomaly-detection + per-per-cohort-rolling-trend + per-executive-summary-narrative-generation + per-board-deck-export + per-portfolio audit-trail shipped as the orchestration layer above your existing per-BI-vendor + per-data-warehouse-vendor + per-anomaly-detection-vendor + per-board-deck-export-vendor primitive.

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