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.

Setting Up the Invoice Total Due Date Goal Widget

To begin, click the “+” icon on your Graphly Dashboard and type “Invoice Total” in the search bar. Then select the “Invoice Total Date Created” template.

Type Invoice into the search bar and select the Invoice Total Due Date Goal Widget

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

There is only one chart type for this invoice report, and that's Solid Gauge

Navigate to the “Options” tab. Now select the date range you want to display.

Choose the date range

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

Check the box here to include refunded invoices

Next, specify your goal. From here you can also tweak the different percentages that will display the colors on the goal. By default the percentage increases by 20% for each color.

Set your invoice total goal and the percentages for each color

Criteria Builder

For ultimate control and customization, use the “Criteria Builder” 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 criteria builder to filter contacts based on the owner.

Use the criteria builder for additional rules and regulations on the report.

Once you have everything set, click “Save Preferences” on This Widget.

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