AI TOOL PROFILE
Metric: Agency Management & PSA Software
- Operations
- Project Management
- 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.
At a glance
- Best for
- Professional Services Firms, Agencies, Operations Managers, Agency Owners
- 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
- Visit Metric official website
How AI is used
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
Budgeting and Forecasting
Supports flexible budget creation for hourly, fixed, or blended pricing models and accounts for bill rate changes and discounts.
Resource Planning
Provides visibility into team availability with hard and soft allocations to manage project assignments and holidays.
AI-Powered Insights
Allows users to ask questions to generate custom dashboards for metrics such as utilization and profit margins.
Customizable Dashboards
Offers widgets including charts and tables, and supports custom formulas for specific business metrics.
Time Tracking and Invoicing
Includes tools to track time and generate invoices from budgets for use with accounting software.
Granular Permissions
Supports restricting access to financial data, salaries, or specific projects based on user roles.
Use Cases
Budget Planning and Forecasting
Setting up project budgets that reflect contract terms, including retainers and fixed fees, to monitor profit in real time.
Resource Allocation
Monitoring team capacity and assigning staff to projects based on roles and skills to manage booking levels.
Pipeline Integration
Connecting CRM data to see how potential deals in the sales pipeline may impact future revenue and utilization.
Profitability Reporting
Generating reports by client, project, or team to track profit margins and effective bill rates.
Integrations
- Harvest import
- JIRA import
- ClickUp import
- Asana sync
- Monday sync
- Hubspot sync
- Salesforce sync
- Pipedrive sync
- QuickBooks export
- Xero export
FAQ
What is the minimum requirement to start with Metric?
- Metric requires a 10-seat minimum for its plans, which start at $29 per seat per month.
Does Metric offer a free trial?
- Yes, Metric provides a 14-day free trial.
Can Metric connect to existing accounting or CRM software?
- Yes, it supports integrations with tools such as QuickBooks, Xero, Hubspot, Salesforce, and Pipedrive.
Which plan includes multi-currency and revenue recognition?
- These financial features are available in the Enterprise plan.
Source category: Operations
Source subcategory: Project Management
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