Metrics is where you can create and track KPIs and performance metrics for your clients.
Within Metrics, you can:
Create and track custom variables. These variables will automatically update when your QuickBooks or Xero data does.
Graph variables: You can graph any variables you create or any accounts on your financial statements.
These graphs can also be embedded into your Management Reports.
Metrics has two main sections: Variables and Visuals.
This is where you'll create new metrics and edit existing metrics.
Your variables section is divided into tabs. A tab is like a tab in an Excel Spreadsheet. Tabs contain variables – a variable is essentially just a row.
The Profit and Loss, Balance Sheet, and Statement of Cash Flows exist as tabs by default, but you can add new custom tabs, as well as financial statements filtered by class, location, or customer.
Variables in Financial Statement tabs cannot be edited, but you can create number or formula variables in a custom tab.
A number variable allows you to manually input values that don't exist in the ledger. This is helpful for values like employee count or unit sales from a point of sale.
A formula variable allows you to build a formula that references other variables. If you know a little arithmetic, the world is your oyster. 🦪
A divider can help you keep your variables spaced out the way you want.
After you've created a variable, you can edit its style, indentation, or formula by clicking the button in the Type column.
Lastly, as a couple of pro tips:
You can right click a variable to duplicate it, delete it, or insert a variable below it.
If you click the number of a row (the leftmost column), you'll highlight the row. Once you've highlighted it, you can copy it and then paste it over other rows.
You can create a visual for any variable in your tabs. Keeper supports the following visual types:
KPI Card (see the top of the screenshot below for an example)
Area chart (like a line chart but prettier)
Donut chart (like a pie chart but with a hole in it)