Anniversary Sale: pay once, use Taskip forever, save up to 70%.Anniversary Sale: 70% off LTD.
Claim OfferMonitor revenue, project performance, team workload, and service delivery with real-time dashboards and reporting.
No credit card required · Cancel anytime · Free migration help
4.8/5★★★★★rating on G2
Quick Access
Reports
Revenue Summary
2026-07-01 → 2026-07-31
Total Revenue
$0
Invoice Revenue
$0
Service Revenue
$0
Outstanding
$0
Revenue Trend
Invoice by Status
Paid 14
Sent 6
Draft 3
Overdue 2
Payment Gateways
Turn your clients, projects, invoices, services, and workflows into 70+ real-time reports. No spreadsheets, no report builder- included in every plan.
What is Taskip Reporting?
Taskip Reporting is a library of 70+ prebuilt reports covering finance, invoicing, projects, leads, deals, clients, service catalog, support, meetings, and team performance, all pulled live from your Taskip data. Instead of a separate spreadsheet you update by hand, every report reflects the current state of your agency in real time.
Learn about business intelligence on Wikipedia| Without Taskip | With Taskip Reporting | |
|---|---|---|
| Reporting | Manually updating spreadsheets every week | Live dashboard pulled directly from your data |
| Status meetings | Piecing together updates from 10 different sources | Revenue, projects, and team status in one view |
| Decisions | Guessing which services or team members perform best | Service and workload analytics guide decisions |
See paid, pending, and overdue revenue in real time, pulled directly from your invoices and quotations, no manual reconciliation.
“The team is very personable and genuinely want you to have the best experience with the system. I look forward to streamlining all my client data, contracts, invoicing and reminders for business.”
Ramie C., Owner, Kinetic Timing
Paid
$18,240
Pending
$4,120
Overdue
$2,685
Quote → Invoice Conversion
42
Quotes Sent
31
Accepted
28
Invoiced
Outstanding balance: $6,805 across 9 invoices
See every project’s status, deadline risk, and progress in one view instead of opening each project individually.
Project Health
Website Redesign Package
Bright Studio Co
Brand Identity Kit
North Peak Co
SEO Audit & Strategy
Lumen Agency
Social Media Management
Bright Path Co
3 tasks blocked for more than 5 days across active projects
Service analytics show best sellers, average order value, and conversion rate so you know what to double down on.
Avg Order Value
$840
Conversion Rate
34%
Best-Selling Services
Website Redesign Package
14 sold$16,800SEO Audit & Strategy
11 sold$6,600Brand Identity Kit
8 sold$4,800Social Media Management
6 sold$3,000Basic vs Standard vs Premium
See who’s over or under capacity and how much billable time each team member logged, without a separate spreadsheet.
Workload — Over / Under Capacity
Cost This Month
$5,240 across 3 active projects
Workflow success rate: 92% — 128 automation runs this month
Ready to bring Reporting into your workflow?
No credit card required · Free migration help
Real-time
revenue and project data, no manual updates
70+
prebuilt reports across finance, projects, services, and team
0
spreadsheets to maintain separately
1
dashboard for your whole agency
Read verified Taskip reviews on G2
“All in 1 business management CRM tool. I love using a client management system that lets me handle everything from contracts to invoices.”
Verified User
Information Technology & Services
“My day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow.”
Subrata S.
Chief Executive Officer
“Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to manage business and clients.”
Abdur Rahman
Founder, QuomodoSoft
70+ prebuilt reports, organized by category in the Reports sidebar, Finance (revenue summary, invoice summary, MRR/ARR, payment gateway performance, tax, outstanding invoices, cash flow), Projects, Leads, Deals, Clients, Service Catalog, Support, Meetings, Emails, WhatsApp, Forms, Documents, Automation, and Team. There’s no custom report builder to configure, pick a report and it’s already populated with your live data.
Revenue (paid, pending, overdue), project health and deadline risk, service performance (best sellers, average order value, conversion rate), and team workload and billable hours, plus dozens more reports across every module in Taskip, from support-ticket SLA compliance to lead-source breakdowns, all pulled directly from your live data.
No. Every one of the 70+ prebuilt reports pulls directly from your invoices, projects, service catalog, support tickets, and workflows as you use Taskip; there’s no separate configuration step, no report builder, and nothing to design from scratch before you can see results.
Yes. Revenue, project, and most other reports can be filtered by client, service, or date range so you can answer specific questions quickly, for example, revenue from one client last quarter, or overdue invoices in the last 30 days, without exporting to a spreadsheet.
Yes. Because every report reads directly from live Taskip data, it reflects the current state of your invoices, projects, tickets, and workflows the moment you open it, no manual refresh, no scheduled export, and no stale numbers to double-check before a client call.
Yes. The team workload view breaks down billable hours and task load per member so you can see who’s over or under capacity, and the Member Performance and Agent Performance reports show individual completion rates alongside team-wide totals.
Taskip Reporting, no credit card required
Start with Reporting
