Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
Docs powered by archbee 
4min

Metrics

Metrics is where you can create and track KPIs and performance metrics for your clients. You can think of it like Excel that's directly int

Within Metrics, you can:

  • Create and track custom variables. These variables will automatically update as you start new closes.
  • Graph variables: you can graph any variables you create or any accounts on the P&L / Balance Sheet / Cash Flow Statement.

These graphs can also be embedded into the Management Reports.

Video Overview



FYI: When creating variable formulas in metrics, make sure to add spaces between the variable names (ProfitLoss.Income) and operators ( + - * / ).





Updated 02 Oct 2022
Did this page help you?
Yes
No
UP NEXT
Locking Reports
Docs powered by archbee 
TABLE OF CONTENTS
Video Overview