This template allows you to set a goal based on invoices and track your progress toward that goal.
Setting Up the Invoice Total Date Created Goal Report
To begin, click the “+” icon on your Dashboard and type “Invoice Total” in the search bar. Then select the “Invoice Total Date Created” template.
There’s only one option for the chart type, which is gauge.
Navigate to the “Options” tab, and select the date range you want to display.
By default Graphly excludes refunded invoices. Check this box if you want to include refunded invoices.
Next, specify your goal. From here you can tweak the different percentages that will display the colors on the goal.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. This way you can filter your results by almost any field on the contact record.
Once you have your everything set, click “Save Preferences” on This Widget.