This template displays invoice totals, total collected, and the number of transactions that represent the revenue.
To begin, click the “+” icon on your Dashboard and type “Gross Revenue” into the search bar. Then click the “Gross Revenue” report template.
There is only one option for the chart type, which is Bar Combo. Check the Show Total Number box to show the total revenue in the top right-hand corner of the graph.
Now navigate to the “Options” tab. Select your Date Range that you want to display.
By default, Graphly will exclude refunded invoices. Check this box if you wish to include refunded invoices.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.
Once you have your everything set, click “Save Preferences” on This Widget.