Templates for Metrics | Feature Requests

Templates for Metrics

partially complete

Kelsy Schmidt

Be able to copy over Metrics formulas/sections from one client to another.

Created by Shana Murraywolf

April 30, 2022

Grace Lewis

updated the status to

partially complete

This is now possible with Ask Double! You can make requests like “make a metrics dashboard for this $2M plumbing business," or “copy the metrics from Client A to Client B.”

More on Ask Double here: https://help.doublehq.com/en/articles/15169025-ask-double

Bryanna Paice

Hoping to bump this one up. We really need to be able to copy our KPI's and visuals across clients. This is such a time waste.

Katie Steele

And visuals too! I'm sitting here manually recreating the same metrics and charts across dozens of companies so that the reporting templates will work. It's silly.

Erica Hughes

Similar request: 
https://keeperapp.canny.io/feature-requests/p/pre-set-kpis-in-metrics
https://keeperapp.canny.io/feature-requests/p/kpi-templates

Dorothea Thomas

Agreed!

Rachelle Swanson

This would be a game changer for me!

Nathan Taylor

Bumping this feature request!