Metrics 3.0!
T
Tyler Otto
Alright, some day Metrics needs another overhaul. Here's what we'd need to utterly blow our clients minds!
- Include Class and Location as filters on Metrics calcs
- Be able to reference customer/vendor level data in metrics (Like doing Debt Service calculations or Margins on Merchant fees by the vendors).... or Job Profitability reports!
- Aggregate data over time (Ie, get the average burn for the last 6 months, and then divide that into your cash to get Runway)
- Static Fields - Data lines that we can populate and tell them to be consistent every month or year (like number of service spots available)
- Waterfall Charts (show where money is coming and going) - Both horizontal and Vertical
- Sankey Chart (show where cash is going in a pretty visualization)
- Double Y Axis options (so you can have both numbers and percentages on the same graph)
- Multi Graph type (Ie. Bar charts for the numbers with a Line Chart for the %profit margin - using the double y axis option above)
- Easier Customization of colors to compare prior year or budget or forecast
- Budget/Forecast data in Metrics
That's all i got for now, but what i'd love to see!
A
Amanda Timcoe
All great! But add customers in addition to location and class because for some REI clients we track their properties by customers. And then when we run reports we run by customers and filter by the ones we want.
In the meantime, since we can’t do much of this, it’d be nice to be able to post in Double financials and add to them by uploading, but have them all show up in the “Financials” section in Double.