Teams | Collaboration | Customer Service | Project Management

Project Tracking 101: What It Is and How to Do It Effectively

Project tracking is the process of keeping an eye on how a project is progressing to make sure it’s staying on schedule, within budget, and meeting your goals. For agencies and consultancies, this usually means checking things like how well your team is managing their tasks, how long tasks are taking, and whether the project costs are sticking to the plan. Good project tracking helps teams stay on top of work and deliver high-quality, on-time projects that keep clients happy.

9 Project Management Tools That Integrate with HubSpot

HubSpot is a popular platform used by thousands of companies to manage their sales, marketing, and customer service efforts. But can you use it for project management, too? Well, maybe. It depends on what you need. Let’s explore the HubSpot project management tool and the best PM platforms that integrate well with HubSpot.

Richard Brett: What is 'rev rec' & which metrics matter?

Which metrics should you track, to run your agency as efficiently as possible? In this episode we speak with Richard Brett. Rich is a seasoned FinOps professional with 15+ years of experience, including a decade in the agency world. Rich has played a key role in scaling agencies, setting up financial processes, and supporting sustainable growth. Rich will take us into a deeper dive of agency finances, starting with revenue recognition – recording revenue when it's earned, not when payment is received – and explain why this is so important.

October 2024 Version Update: Portfolio-Level Bookings & Bank Payments with Stripe

Earlier this year, we introduced the concept of bookings into Scoro, making it possible to do high-level resource planning in the project view. Now, we’re taking it a step further with the new Bookings module, making it easier to manage bookings across your entire portfolio. Let’s explore this and other updates for the month!

Dan Timmiss: How to get your agency IT ready for scaling

As an Ops person, the role of IT expert is often part of the job. So how can you ensure your agency’s IT infrastructure is set up for scaling? That's the focus of our discussion with Dan Timmiss, Technical Director at Kaizen IT Solutions. With over two decades of experience, Dan has helped hundreds of creative agencies optimize and manage their IT setups, from audits to complete IT overhauls and supporting scaling teams.

7 Best Quoting Software in 2024: Features & Reviews

Whether you’re a small business owner or part of a large sales team, automated quoting software can give you an edge in winning new business. But with so many options, finding the right quoting tool can feel overwhelming. So, we tested the best quoting software tools on the market to help you find the one that best suits your needs.

Billable Rates 101: A Guide For Professional Services

Everyone knows you need solid revenue and profits to build a sustainable business. But there are lots of different factors influencing those areas. To truly understand your revenue and profits, you need to first understand billable rates and your average billable rate (ABR). This way, you know how efficiently you’re generating revenue and profits. And can adjust your pricing or resource allocations to boost your margins. Here are the basics.

Top 11 KPIs for Consulting Services to Drive Profitability

KPIs for consulting services tell you whether your firm is on track to achieve its objectives or falling short. Without tracking these metrics, you can’t objectively evaluate performance in key areas like financial health, resource utilization, client acquisition, and project efficiency. Boost your project success and profitability by accurately measuring the 11 most important KPIs for consultants.