Dashboards & Reports

Metric AI’s Dashboards & Reports give you complete visibility into every facet of your service business. With over 100 specialized metrics, you can measure critical KPIs - from team Utilization and Profit Margin to Revenue and Costs - ensuring you have the data you need to make informed decisions and drive success.

Comprehensive Visibility

Dive deep into your organization’s performance by drilling down from a high-level overview to specific details by client, project, employee, or custom tags. You can also track historical trends and leverage forecasts built from your resource plans and sales pipeline to anticipate future opportunities or challenges.

Real-Time Metrics

Metric AI provides you with an extensive range of metrics that update in real-time, including:

• Profit and Profit Margin
• Revenue
• Labor Cost
• Utilization
• Billable Hours
• Non-Billable Hours
• Capacity
• Overage Hours
• Sales Forecasts
• Expenses
• … and many more

These metrics allow you to stay on top of your organization’s performance and rapidly respond to changes.

Dashboards

Create fully customizable dashboards to visualize and share the metrics that matter most:

• Customizable Widgets
  Choose from Cards, Charts, and Tables (Lists or Reports) to display your data in the most effective format.

• Custom Formulas
  Craft your own formulas to combine existing metrics or transform raw data into insights that match your unique business needs.

• Advanced Filters & Date Ranges
  Zero in on specific teams, projects, or time frames to narrow your focus or spot emerging trends.

• Collaboration
  Share dashboards with stakeholders or your entire organization to keep everyone aligned on performance goals and progress.

Powerful Reports

Go beyond dashboards with in-depth reporting that can be tailored to your organization’s complexity:

• Hierarchical Grouping
  Organize data by client, project, department, or any other structure to get the exact level of detail you need.

• Custom Columns
  Add any fields, metrics, or custom attributes to your reports, ensuring they reflect how your business operates.

• Custom Formulas
  Use your own metrics or calculations to enrich reports with relevant insights.

• Advanced Filters & Date Ranges
  Slice and dice your reports to analyze data from multiple angles—past performance, future forecasts, or specific milestones.

Targets

Set and track targets for your key metrics, such as monthly revenue or quarterly utilization goals. See at a glance how close you are to hitting these targets and adjust plans as needed to stay on track.

AI-Powered Dashboards

Get even faster insights with Metric AI’s AI-Powered Dashboards:

• Create Dashboards with a Simple Question
  Ask a question in natural language, and Metric AI will generate dashboards that instantly answer it.

• Automatically Generate Cards, Charts, and Reports
  Spend less time building dashboards and more time acting on the insights they provide.

• Powered by OpenAI GPT-4
  Leverage advanced AI capabilities to quickly structure your data into actionable visuals. Rest assured, no customer data is shared with OpenAI.

By combining robust data collection, advanced reporting features, and intuitive AI capabilities, Metric AI’s Dashboards & Reports empower your team with the clarity and agility needed to run a successful service business.