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.
Create Your Free Graphly Dashboard
You don’t need to struggle to find the data you need from your Infusionsoft or Keap application. Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include:
- Tags Applied
- Tags Applied Goal
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Campaign Email Stats
- Text Widget Area
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