Custom KPI Builder
Draft custom KPI proposals
Demo mode is read-only. BookSmrt clients can approve and save KPIs with their own company data.
Get an Agency Financial CheckupDesign a custom KPI in seconds
Describe what you want to measure. BookSmrt drafts a safe, structured proposal, then lets you choose how to visualize it — a number, bar, pie, line, table, or alert — with a live preview. Nothing is saved or written to QuickBooks until an admin approves it.