Reports & Dashboards

Complete Visibility Across Your Entire Business

Track over 100 metrics in real time — from utilization and
profit margin to revenue, costs, and sales forecasts. Metric AI
turns raw data into clear, actionable insights for every team.

Trusted by over 100 leading agencies

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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.
Customizable dashboard with widgets, charts, and metrics in Metric AI
Flexible Reporting

Customize and Track What Matters

Create tailored sales reports with custom fields and stay on top of key deal metrics — all in one place.

Sales Revenue.
Track potential revenue by client, segment, owner, or any other dimension.
Won Deals.
View closed deals by owner or time period.
Lost Deals.
Analyze why deals were lost to improve conversions.
Custom metrics.
Define and calculate sales metrics using your own formulas to meet your unique requirements.
Custom Fields.
Filter and group data by custom fields to refine your reports.
Sales Analytics
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:

Utilization.
Compare billable, non-billable, and capacity hours to evaluate team productivity and optimize resource utilization.
Profit Margin.
Shows profit margins by comparing revenue to costs, aiding in the assessment of financial performance.
Bench Cost.
Monitors costs related to idle time, helping to reduce non-productive periods and enhance cost efficiency.
Many other metrics.
Explore various other performance indicators to gain comprehensive insights into your operations.
AI-powered dashboard showing custom metrics and insights generated from natural language queries

Ready to transform your agency?

Get started with Metric AI today and see the difference