How to Set Up the Invoice Paid Goal Report

The Invoice Paid Goal report displays the revenue collected from paid invoices during a date range you define against a goal you’ve set.

Search for the Invoice Paid Goal Template

To begin, click the “+” icon on your dashboard and type the word “paid” into the search bar. Then click the “Invoice Paid Goal” template.

Invoice Paid Goal template highlighted in the template library.

Chart Tab

There is only one chart type: Solid Gauge.

Solid gauge is the only display type.
Solid Gauge example.

Options Tab

First, select the date field. There are three options here: Date Invoice Created, Date Order Due and Date Order Created.

Options for the Date field shown.

Next, select your date range.

Date range options shown.

Then input your goal amount.

Goal amount highlighted.

Criteria Builder Tab

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

Criteria builder options shown.

Finally, click on the blue button at the bottom to save your preferences!

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