Feature Requests

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 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.

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.

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.

Ability to manually set metrics axis scale, or to exclude one-off periods. Often, there are single months with extreme outliers in terms of results, such as the month when Year End occurs. With all the annual adjustments that need to reside in the accounting file, it can make monthly metric tracking (net income, op ex as % of sales, etc.) difficult to see when the comparison periods cover a YE month. These adjustments come from one off adjustments for shareholder /related company transactions, annual Management Fees, etc. Being able to exclude a single month from the tracking data, or to post an adjustment ONLY in Keeper metrics for that month, would be massivley helpful. Alternatively, being able to manually set the scale of the metrics, would allow for still seeing the net profit % of revenue scale be set from say 0% - 25%, so you can see detail of the periods. As it stands, because of one-off annual adjustments, our monthly Net Profit Margin scale is -255% to 85%, which is useless to show the client.

I run modified cash basis with some of the companies and noticed that if I select cash basis, I have access to A/P Aging Summary but do not have access to the payables account for metrics and visuals. I have access when I switch to accrual but don't want the rest of the report to show in accrual basis.

Be able to tag accounts for categorization in metrics

For example, I want to calculate an estimated tax liability for a particular month, but that formula is only needed if they have a net profit

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.

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.