Forecast Integration with Metric.ai for Professional Services Analytics
Automatically import the clients, employees, roles, projects, tasks, time offs and time entries of your consulting company from Forecast
Metric.ai is a business intelligence software tailored for professionalservices. All crucial measurements of your business are taken from your current tools.
Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
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Forecast is an AI powered resource & project management platform for companies that care about delivering projects on time, on scope, and on budget.
Project Estimation, Milestones & Project Status, Portfolio Management, Scrum, Waterfall, Project Management, Kanban, Resource Planning, Time Tracking, Analytics & Reporting, Agile, Resource Management, Gantt, Scheduling, AI and Machine-learning
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What does Forecast+Metric.ai integration do?
Metric.ai properly maps clients, projects, roles, and employees from Forecast to augment analytics data with forecasts about team allocation. Multiple times per day Metric.ai imports team schedule and time entries from Forecast.
How to connect Forecast and Metric.ai
Metric.ai automatically syncs with Forecast multiple times per day after the initial connection. To connect Metric.ai to Forecast, perform the following procedure:
Sign in to Metric.ai
Select INTEGRATIONS from the left menu
Click NEW button
Select Forecast from the list of integrations
Authorize Metric.ai app in Forecast.
Wait for couple hours (depends on the number of records) for the data to appear in Metric.ai
Validate that clients, projects, roles and employees synchronized correctly with time entries and hours forecast.