How to Set Up the Gross Revenue Report

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.

select the gross revenue template from the template library

Chart Type

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.

select the display type and check the box to display the total in the top right of the report

Options Tab

Now navigate to the Options tab. Select your Date Range that you want to display.

select the date range you want to track

By default, Graphly will exclude refunded invoices. Check this box if you wish to include refunded invoices.

check the box to include refunded invoices in the reporting

Criteria Builder Tab

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

use the criteria builder tab to filter the report further

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

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  • Tags Applied 
  • Tags Applied Goal
  • Leads
  • Gross Revenue
  • Appt | Note | Task Summary
  • Email List Health
  • Refunds
  • Campaign Email Stats
  • Text Widget Area 

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