Metric AI + Copper 
Elevate your agency with AI-driven insights that fuel growth. Transform your Copper data into impactful dashboards with the power of AI.
Trusted by leading agencies
We've helped over 100 mid-sized businesses unify their data and prepare for the AI age.
Pricing
Flexible plans for every agency
Essential
Perfect for small agencies getting started
$29/seat/mo
Book a Demo- Project & deal budgets
- Custom reports & dashboards
- Resource planning
- Time tracking
- Time off management
- Integrations
- Invoicing
- Expense tracking
- Hourly rate costing
- 5 tag categories
- AI insights
- Slack support channel
- Organization-level permissions
- Work schedules & holidays
Most Popular
Advanced
For growing agencies that need more power
$39/seat/mo
Book a DemoEverything in Essential, plus...
- Approval workflows
- Project templates
- Project-level permissions
- Per-employee schedules
- Per-employee holidays
- Salary costing
- Targets & KPIs
- 10 tag categories
- Custom fields
- Custom metrics
Enterprise
For large agencies with advanced needs
Let's chat
Book a DemoEverything in Advanced, plus...
- Deal & budget templates
- Tag-based permissions
- Per-tag work schedules
- Per-tag holidays
- Time off policies & accruals
- Multi-currency
- Revenue recognition
- Unlimited tags
- Effective dates
- Dedicated success manager
- Custom calculations
- Custom integrations
- 24/7 priority support
14-day free trial•10 seats minimum•3-month refund period
Just ask
AI-Powered Insights
Ask any question, and Metric AI will generate a custom dashboard with the answers, making it easy to extract insights and make informed decisions based on your data. This allows you to monitor various key metrics, such as:
- Deal Win Rate.
- Analyze the percentage of closed won deals compared to total deals to evaluate sales effectiveness and optimize performance.
- Revenue per Deal Owner.
- Compare the revenue generated by different deal owners, helping assess individual performance and identify areas for improvement.
- Win-Loss Analysis.
- Evaluate the reasons behind won and lost deals, helping refine strategies and improve future outcomes.
- Many other metrics.
- Explore various other performance indicators to gain comprehensive insights into your operations.
Integrate
Metric AI with Copper
Ditch the spreadsheets and make finance a team habit. Metric AI provides a single source of truth for all your financial data. By connecting Copper with Metric AI, digital agencies gain an impressive overview of business performance through intuitive and effective dashboards. It's simple and easy, with just a few clicks!
- Seamless integration.
- Connect Copper with Metric AI effortlessly, with just a few clicks and no need for complex setup or technical expertise.
- Comprehensive dashboards.
- Access visually appealing and comprehensive dashboards that offer a complete overview of your financial and business performance.
- Real-time data sync.
- Automatically synchronize your Copper data with Metric AI, ensuring you always have the latest information.
Focus on what matters
Customizable Dashboards
Create tailored dashboards that fit your specific needs and preferences.
- Widget options.
- Design your dashboards with a selection of widgets, including cards, charts, and tables, to tailor your data visualization and analysis.
- Custom metrics.
- Define and calculate metrics using your own formulas to meet your unique requirements.
- Flexible filtering.
- Apply various filters to your metrics for greater flexibility and in-depth analysis.
Let's get in touch
Reach out to see if Metric AI fits your agency's needs
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