The Metrics tab is where you can track KPIs and business metrics for your clients. Think of metrics like a spreadsheet that’s directly integrated with your clients' transaction data.

Within Metrics:

Create and track custom variables: These variables will automatically update when your QuickBooks or Xero data does.
Graph variables and create visual representations of your data

Video overview

In the video below, follow Ben as he walks through the Metrics tab, showcasing the Variables and Visuals that you can set up in your client’s close.

Understanding Metrics

The Metrics tab has two main sections:

Variables

Variable sections are divided into tabs
A tab is like a tab in a spreadsheet
Tabs contain variables (rows of data)

Visuals

Create visual representations of any variable data
These metrics are also able to be embedded into your Management Reports

Variables

Review existing transaction data and create new variables under Metrics > Variables.

Default tabs include the following data:

Profit and Loss
Balance Sheet
Statement of Cash Flows

Add new custom tabs as needed.

Adding variables

Variables in default tabs cannot be edited, but you can create number or formula variables in a custom tab.

Create a custom variable tab by selecting the plus (+) sign at the bottom left of the Metrics tab

Create a custom variable by

Selecting Insert Row
Choosing Add Formula

Number variables

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

Formula variables

build a formula that references other variables

💡 A divider can help you keep your variables spaced out the way you want!

Editing variables

Edit and remove existing variables by clicking the Settings button in the Type column.

From there, you can update the following information for the variable:

Type
Style
Indentation
Edit formula
Delete

💡 To rename a variable row, click into the cell and update from there!

Pro tips

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.

💡 Always save changes to variables before navigating away from an existing tab.

Visuals

Create visuals for any existing Metrics variables.

Double supports the following metric visual types:

Area chart
Bar chart
Stacked bar chart
Line chart
Donut chart
Pie chart
KPI card

Creating visuals

To get started creating your own visuals,

Navigate to the Visuals tab under Metrics
Select + Add Visual

From here, choose to customize your visuals as needed. When ready, select Save to add the visual to your list of metrics.

Editing visuals

At the top righthand corner of each visual, users can choose from the following actions

Edit visual
Delete visual
Drag/drop

Visuals on management reports

These visual metrics graphs can be added to Management/Financial Reports as part of your reporting package.

Configure Key Metrics from the Executive Summary page

Go to the Executive Summary page
Select Configure page
Choose your Key Metrics

Add Metrics to your monthly report & interactive financials

💡 Metrics only need to be built once in the latest close. Opening the following month’s close will update the data accordingly.