Teams | Collaboration | Customer Service | Project Management

Sales Pipeline Forecasting: From Guesswork to Growth

Without visibility into likely revenue, you’re flying blind. That means missed targets, wasted resources, and gut-based decisions that erode profit over time. But when you know how to forecast sales from your pipeline, you can make data-driven, confident decisions that support your bottom line. Here’s how.

5 Tech Stack Mistakes (and How to Fix Them)

When choosing tech, too many professional services firms fall into the same traps. They chase shiny new tools without clear goals, implement expensive platforms they barely use, or make decisions based on gut feelings. These approaches don’t get rid of business chaos—they just create more of it. Digital Transformers founder Ryan Pearcy sat down with us to discuss the biggest challenges he sees with tech stacks and how to address them. Here’s what you need to know.

July 2025 Version Update: Internal Project Type & Standardized Billable Time

This month, we’re introducing three interconnected updates to simplify billable time tracking in Scoro and lay a strong foundation for even better reporting in the future. A new internal project type that helps clearly separate client and internal work. Billable time is now standardized at the task level. And a refreshed project modify view that makes project creation faster and more intuitive.

7 Ways to Improve Operational Efficiency for Service Firms

Operational efficiency is the engine behind a profitable, scalable business. But as your consultancy, agency, or firm grows, staying efficient becomes harder. Why? Because issues like scope creep, manual workflows, and resource conflicts will also grow if left unaddressed. And they can quickly sink productivity and your profits. Here are our top tips to improve operational efficiency as you scale.

11 Architecture Firm KPIs You Need to Track

For successful architecture projects, amazing designs aren’t enough. You also need the right data to execute them. That’s a lesson Giovanni Scippo, Director at 3D Lines, learned firsthand: We started tracking KPIs more formally about four years ago, and it completely changed how we quote, schedule, and staff projects. Now, we have real data backing our decisions, which has helped reduce scope creep and last-minute firefighting.

Project Management for Architects: A Guide for New PMs

In architecture, project management is crucial. But that doesn’t mean you need a complicated strategy to deliver great work. To simplify the process, focus on your scope, schedule, and pricing. These factors are the key to keeping architecture projects within budget, delivering them on time, and meeting client expectations. Here’s how to approach these three elements and excel at project management for architects.

Retainer Racket: Why 'Easy Money' Is Killing Your Business

If something sounds too good to be true, it probably is. And that’s typically the reality of client retainers. Shiny, theoretical benefits like predictable income and long-term relationships keep you sold on their value. And blind to their downsides. But the fact remains: Without proper structure and management, retainers will bleed your business dry. In this article, we explain why. And what you can do to make sure your retainers are helping your business (not hurting it).

Agency Utilization: The Basics & 6 Ways to Improve It

To increase profitability and productivity while decreasing burnout and turnover on your team, you need to optimize your agency utilization. With insights from agency leaders and ops consultants, our guide will help you understand the importance of tracking this metric. And how to calculate and improve it over time. Let’s dive in.

11 Time Tracking Best Practices-With Tips From Industry Leaders

Time tracking data is only as good as the system behind it. If your current process leads to scattered or incomplete logs, you’re not just missing hours—you’re missing insight into profitability, performance, and planning. To help you avoid that, we spoke with experienced operators, consultants, and leaders. In this guide, they share the time tracking best practices that have helped their teams reduce scope creep, increase billable utilization, and make smarter resourcing decisions.

Drowning in Data? 8 Metrics That Matter for Agency Leaders

Data is a good thing for agencies to rely on. But too much data can cause more problems than it solves. If your agency dashboard is overloaded with dozens of metrics and graphs, it makes it hard to answer the big questions: To make it easier to focus, we’ve identified the eight key metrics that let you zero in on your four ‘CORE’ business areas: Let’s walk through each one.