We’ve made some helpful improvements this month—focused on flexibility, control, and smarter AI.
Whether you’re managing students/startups, refining your plan structure, or guiding AI for better outputs, we’ve got you covered.
Here’s what’s new in Upmetrics’ June 2025 update:
Enable/Disable AI Feature
Perfect for educators or teams who want more control: you can now choose to turn off AI features across your account.
Want to disable AI assistance or keep it on only for certain workspaces? You can now manage that with ease.
👉 How to manage AI feature in your account >>
AI Assistant got smarter with custom instructions
Previously, Section AI supported only fixed prompts. Now, you can insert custom instructions directly into any section—perfect for context-rich writing and personalized plan generation.
Train AI your way for more relevant, strategic results.
👉 Learn how to guide AI using custom instructions >>
Flexible Revenue Group Structure
The previous structure supported only a single-level group
Now, you can add multiple groups and individual line items under each group. This gives you more clarity and flexibility in your revenue forecasting.
With the new Revenue Group Structure, you can now:
- Create a main revenue stream (like “Freight Transportation”)
- Add sub-items underneath it (e.g., “Local Freight Charges” and “International Freight Charges”)
This gives you more flexibility to:
✔ Organize revenues by product/service categories
✔ Forecast with better clarity
✔ Visualize profits across grouped streams
Perfect for businesses with multiple income sources or tiered pricing models!
