How to Set Up the New Subscriptions Revenue Goal Report

This template allows you to set a goal for new subscriptions revenue and track your progress towards that goal.

To begin, click the “+” icon on the Dashboard and type “Subscriptions” into the search bar. Then click on the “New Subscriptions Revenue Goal” template.

Chart Tab

There is only one chart type for this template, which is gauge.

select the display type

Options Tab

Next, navigate to the Options Tab and select your subscriptions. Selecting more than one subscription will join their revenue totals together.

select the subscriptions you want to track

Now for the window of time.

select the date range to track

Now specify your goal.

set a revenue goal

Here, we can tweak the percentages that display different colors on the gauge.

set the percentages for the progress colors

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

use the criteria builder to filter the report further

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

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