The Gross Revenue template displays invoice totals, total collected, and the number of transactions that represent the revenue.
Search for the Template
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.
Criteria Builder Tab
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.
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- Tags Applied
- Tags Applied Goal
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Campaign Email Stats
- Text Widget Area
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