KPIs and Management Reports
Metrics
3min
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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.
FYI: When creating variable formulas in metrics, make sure to add spaces between the variable names (ProfitLoss.Income) and operators ( + - * / ).
Updated 25 Mar 2024
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