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KPIs and Management Reports

Metrics

3min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.



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 19 Oct 2023
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