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.
Chart Tab
There is only one chart type: Solid Gauge.
Options Tab
First, select the date field. There are three options here: Date Invoice Created, Date Order Due and Date Order Created.
Next, select your date range.
Then input your goal amount.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Finally, click on the blue button at the bottom to save your preferences!
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