How to Configure the Invoice Total Due Date Goal Report

The Invoice Total Date Created Goal template allows you to set a goal based on invoices and track your progress toward that goal.

Display Tab

You’ll start out on the display tab. There’s only one option for the chart type, which is gauge.

Settings Tab

Navigate to the 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.

Display Tab

For ultimate control and customization, use Filters to include additional rules and requirements for the report. You can filter out information by tag, fields, and more. For instance, you can create goals for each one of your reps and use the Filters tab to segment contacts based on the owner.

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