Deals

Metric AI’s Deals feature streamlines the management of your sales pipeline by combining budget planning, resource allocation, and forecasting tools into a single platform. With seamless integration into your workflow, this feature provides actionable insights and efficient deal tracking to optimize your sales operations.

Deals Budgets

Easily create and manage budgets for each deal, ensuring financial alignment with your organizational goals. Monitor deal-specific costs and revenues to maintain control over profitability.

Deals Resource Allocations

Allocate resources to deals with precision. Assign team members or departments to specific deals, ensuring optimal utilization and alignment with project timelines and deliverables.

Sales Revenue Forecasting

Accurately forecast revenue from your deals based on historical data, current pipeline, and market trends. Gain a clear understanding of potential earnings to support strategic decision-making.

Sales Demand Forecasting

Predict future demand for your services by analyzing deal trends and pipeline dynamics. This helps you plan capacity and ensure readiness for upcoming opportunities.

Import Deals from CRM

Seamlessly import deals directly from your CRM system, eliminating the need for manual data entry. Keep your pipeline updated and synchronized for accurate reporting and analysis.