Client Portal Dashboards
under review
B
Ben Stein
Merged in a post:
Make Metrics more visible in the Client Portal Dashboard
Sage Greenstein
Right now, the only way for a client to view metrics is to open up financial reports after the bookkeeper has submitted them. This feature request would allow you to highlight a metric or two on the Portal Dashboard instead of where the Upload/Drag File Box is. Perhaps the upload files section can be moved toward the bottom. Sometimes, clients want to get a quick update on their general YTD performance. They can always click on the report afterward if they want more details. This would make the Portal more interesting to look at.
R
Rose Price
Would like to see this revisited. Having live, up-to-date metrics on the client dashboard would be a plus.
A
Amanda Timcoe
Rose Price people pay for software that do this. I am guessing since this was originally requested things have changed and so they may have to restructure how they might plan to do this. Maybe even charging more as much as I hate to say it.
R
Rose Price
Amanda Timcoe Thanks for the response. No need to pursue further.
E
Erica Yu
Hoping the numbers under metrics can be formatted consistently with commas and 2 decimals (ex, 16325 vs 16,325.00)
Alexandra Kieser
Disappointed to see that this is no longer planned but merely under review.
J
Jillian Plank
under review
K
Kelsy Schmidt
Curious the latest update on this one? Happy to test it out a bit sometime on behalf of my Keeper client. I'm building out her financial reporting in keeper as a one-stop-shop and this would make it more useful for sure. thanks!!! Ben Stein
B
Ben Stein
planned
T
Terri Simpson
Ben Stein: do you have an update or sneak peek on this one? I am looking at adding a new software and will wait if a client dashboard with linked financial data / graphs are imminent