Reporting

Make Decisions With Real Numbers

Phase-aware metrics, revenue projections, expense reports, and a daily action center — so you always know where your business stands.

Phase-Aware Metrics

Capoflow detects your business stage. Quoting only? You see booked revenue. Invoicing? Recognized revenue. Collecting payments? Cash revenue. The right metric at the right time.

Revenue & Profit Charts

Line and area charts showing revenue trends, profit margins, and period-over-period comparison. Daily, weekly, monthly, quarterly, or yearly granularity.

Pipeline Funnel

See your quote pipeline: how many created, sent, accepted, lost, and expired. Track your conversion rate over any time period.

Expense Reports

Four views: by category, by vendor, by asset (fleet/equipment), and by work item (profitability). Export any report to CSV.

Action Center

Six categories of items that need your attention today: overdue work, expiring quotes, stale quotes, jobs needing invoices, jobs needing scheduling, and overdue invoices.

Dashboard Health

Set custom threshold rules for any KPI. Capoflow flags metrics in warning or danger status so you catch problems early.

How It Works

Your business in numbers — without the spreadsheet

As your team quotes, works, and invoices, Capoflow updates your numbers live. Revenue, open balances, expenses, and profitability — all in one dashboard. The Action Center tells you what needs your attention today.

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Dashboard for everything

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Daily action categories

Meet Capo AI

From question to action in seconds

Ask Capo AI about invoices, customers, jobs, settings, or performance. Get instant answers, complete tasks faster, and stay focused on running your business.

Built For Owners Who Want Clarity

Clarity, not noise

Capoflow only shows the numbers that matter. No vanity metrics. No confusing dashboards. Just a clean view of your business, updated live — so you spend less time reporting and more time running.

Fixed Costs

Know your monthly overhead Track rent, lease, software, insurance, and other fixed costs so you always know what your business needs to break even.

Stay on top of expenses

Track bills, overhead, and recurring costs in one place. Know what’s due, avoid surprises, and protect your profit.

Export your expenses by

Category, asset, vendor

Why Owners Choose Capoflow Reports

Know exactly where your business stands

Stop wondering. Stop exporting. Stop waiting for the month to end. Capoflow reports update as your team works, so you can make decisions with real numbers — not rough guesses.