Feature Requests

Change the date ranges for metrics to be periods other than the trailing 12 months.

Current values available to work with in Metrics from the P&L and Cash flow are limited to the month being closed. It would be helpful to also display YTD values like YTD Gross Revenue, YTD Net Income, YTD Cash Increase. The same for current QTD. Perhaps this would be accessed from a new tab like Classes.

It would be great to run metrics to show comparisons of current year by month to last year by month for income, expense, and cost of goods sold to see the trends each year.

Be able to copy over Metrics formulas/sections from one client to another.

Have the ability to name our metrics. I have a client with multiple properties and I want him to see net income for those properties as a metric, but currently they all read as net income and not the specific name I named it so it makes it confusing for the client on which property it is saying the income is for.

I just put together some general metrics for my first client on Keeper. I'd like to be able to create a template of these "general" metrics so that I can apply them to all of my new clients moving foreword. Having to create the same metrics over and over using the same formulas, names of metrics, and color of bars/ lines seems inefficient.

I would like to be able to edit the scale for graphs made in the metrics tab. Right now the graph is too zoomed out and I would like to be able to focus in on a smaller portion on the y axis.

Would be nice to have the option to compare Actuals vs Targets and also have the ability to set our own Targets, and to see Industry Targets as well.

I would like to be able to get a score on how we did in aggregate for the monthly close across all clients. I'm envisioning an additional date field for completion date. That would be compared to the recorded due date for either all tasks or just certain closing tasks. That completion date vs. due date comparison would yield a score and the scores could be averaged for the entire client base. That's my idea anyway. I want to be able to compare month over month and see if we're getting better, worse, staying the same, etc.

I would like to be able to edit the scale for graphs made in the metrics tab. Right now the graph is too zoomed out and I would like to be able to focus in on a smaller portion on the y axis.