How to Set Up the All Subscriptions Revenue Goal Report

The all Subscriptions Revenue Goal template allows you to set a goal for all subscription revenue and track your progress toward that goal.

Search for the All Subscriptions Revenue Goal Template

To begin, click the “+” icon on the Dashboard and type “Subscription” into the search bar. Then select the “All Subscriptions Revenue Goal” template.

The template highlighted in the template library.

There is only one option for the chart type, which is gauge.

Solid gauge selected as the chart type.

Options Tab

Now navigate to the Options Tab and input your subscriptions. Selecting more than one subscription will join their revenue totals together.

Subscriptions and Revenue type selected.

To exclude active subscriptions with End Dates in the past, check this box.

Arrow pointing towards the checkbox.

Now set your goal.

Revenue goal set.

Here you can tweak the percentages that display different colors on the gauge.

Percentage colors configured.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder Tab options shown.

Once you have your everything set, click Save Preferences on This Widget.

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