🔍 What is it?
You’ll see a new visual column on the Client List that summarizes the status of month-end closes at a glance. Each symbol represents a monthly close:
🟢 Green Circle — Close completed on time
🔺 Red Triangle — Close completed late
⚪ Grey Circle — Close not yet completed
Each symbol = one month’s close. The column displays the current month and up to 6 months of close history so you can track performance over time.
📊 Why it matters
Timely month-end closes are a key benchmark for firm performance. With this feature, you can:
Make sure reporting deadlines are being met
Spot clients who consistently delay closes
Identify internal blockers and areas for process improvement
📍 Where to find it
The close completion timing column is available on the Client List Page.
If you can't see it, check the 'Edit columns' section to turn on the Close Performance column for your views.
🧠 How it works
When a close is marked "Done", Keeper records the timestamp.
That timestamp is compared to the Close Due Date to determine if it was completed on time, late, or still in progress.
💡 Tips
Hovering over the close performance column will show a tooltip with additional information.