How to Configure the Invoice Total Date Created Goal Report

This template allows you to set a goal based on invoices and track your progress toward that goal.

Display Tab

There’s only one option for the chart type, which is gauge.

Settings Tab

By default Graphly excludes refunded invoices. Check this box if you want to include refunded invoices.

Now select the date range you want to display.

Next, specify your goal.

Filters Tab

For ultimate control and customization, use Filters to include additional rules and requirements to the report. This way you can filter your results by almost any field on the contact record.

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