What's new?
Features
- Improved Date Range Selector
New UI makes it quicker to select the required date range. - Sales Revenue, Sales Hours, Sales Utilization and Sales Cost metrics
Sales Analytics calculate metrics for Leads, given the Leads Probability.
To learn more about Sales Analytics, please see the Sales Analytics help documentation. - Retainer Overage Rate
The Retainer Overage Rate can now be set.
This rate defines the hourly rate for all work over the Retainer Hours in a period. - HubSpot integration
Set mapping to link Leads inmetric.ai
with Leads inHubSpot
.
When updating a Lead inHubSpot
the linked Lead updates inmetric.ai
.
You can enable theAuto Create Leads
option for theHubSpot
integration.
This will create a lead inmetric.ai
for each lead inHubSpot
. If a lead inHubSpot
wasn't linked, it will also createmetric.ai
lead.
Other Improvements
- Enabled uploading of PDF files as receipts for Expenses.
- Improved exporting of Invoices to QuickBooks in different cases.
- Planning and Cancelled Leads are displayed in the Leads list.
- Added setting to disable time tracking and allocations in root tasks.