Metric: Agency Management & PSA Software
Metric helps agency owners and operations managers track project profitability and team utilization. It is designed for firms needing to connect sales pipelines to financial forecasting.
At a glance
- Category
- Operations
- Best for
- Professional Services Firms, Agencies, Operations Managers, Agency Owners
- Pricing
- Pricing starts at $29 per seat per month for the Essential plan and $39 per seat per month for the Advanced plan. There is a 10-seat minimum and a 14-day free trial.
- Key use cases
- Budget Planning and Forecasting, Resource Allocation, Pipeline Integration, Profitability Reporting
- Integrations
- Harvest import, JIRA import, ClickUp import, Asana sync, Monday sync
- Official website
- metric.ai
Metric is a professional services automation (PSA) tool designed for agencies and professional services firms. It serves as a central location for financial data by connecting time tracking, expenses, and revenue to reduce reliance on manual spreadsheets.
The platform supports various billing models, including time and materials, fixed fees, and retainers, to help create budgets that reflect client contracts. It also includes resource planning to manage team availability and AI-powered insights for extracting operational data.
Buyers should confirm the plan tiers to ensure they have the required permissions and reporting depth for their organization. The platform supports connections with project management, CRM, and accounting tools to help keep financial data current.
Key Features
Supports flexible budget creation for hourly, fixed, or blended pricing models and accounts for bill rate changes and discounts.
Provides visibility into team availability with hard and soft allocations to manage project assignments and holidays.
Allows users to ask questions to generate custom dashboards for metrics such as utilization and profit margins.
Offers widgets including charts and tables, and supports custom formulas for specific business metrics.
Includes tools to track time and generate invoices from budgets for use with accounting software.
Supports restricting access to financial data, salaries, or specific projects based on user roles.
Use Cases
Setting up project budgets that reflect contract terms, including retainers and fixed fees, to monitor profit in real time.
Monitoring team capacity and assigning staff to projects based on roles and skills to manage booking levels.
Connecting CRM data to see how potential deals in the sales pipeline may impact future revenue and utilization.
Generating reports by client, project, or team to track profit margins and effective bill rates.
Best For
Integrations
Pricing
Pricing starts at $29 per seat per month for the Essential plan and $39 per seat per month for the Advanced plan. There is a 10-seat minimum and a 14-day free trial.
FAQ
Metric requires a 10-seat minimum for its plans, which start at $29 per seat per month.
Yes, Metric provides a 14-day free trial.
Yes, it supports integrations with tools such as QuickBooks, Xero, Hubspot, Salesforce, and Pipedrive.
These financial features are available in the Enterprise plan.
Source category: Operations
Source subcategory: Project Management
