Metrics and KPIs on the client list | Feature Requests

Metrics and KPIs on the client list

Nikhar Jajodia

Show metrics on the client list so teams can see at a high level how all of their clients are doing.

This should be able to reference metrics created in Keeper Metrics, e.g. for comparing industry specific metrics.

Created by Ben Stein

Casey Galanti

would love to see client metrics / stats from the firm side such as # of transactions, # of accounts, etc to gauge complexity

Justin Wright

Firm based KPI reports and dashboards to show how many closes are outstanding, tasks outstanding by employee, etc. This would be so helpful!