Feature Requests

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

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.

I would love to see some reports about the tasks that is done completed and not completed in a table or chart, with too many assignees, so team can know easily how many done and how many left to do for a close or for a client, Currently, I have to download all the tasks to spreadsheet and than make pivot tables and charts by assignee, etc.

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.

Show metrics on the client list so teams can see at a high level how all of their clients are doing

The ability to customize date range on visuals. -YTD -Fiscal YTD -Past Month

I need more colors to choose from when making pie charts. Either add more colors (orange and yellow don't have as many variations as the other colors) or allow us to use custom hex colors.

Hello, it is really important for my firm to track client and staff performance for continuous improvement on both ends. At minimum, we would like that Keeper have an open API to export data revolving around activity. It would be even better if there were dashboards that focus on staff/client performance. Examples - "Did we close Client A's books within an acceptable time this month?", "Is Client B responding to our inquiries within an acceptable time?", "What type of inquiries do we regularly receive from Client C?". Let me know if I can help.

Ability to adjust printable options for metrics when preparing client financials so print is larger, maybe save in landscape view.