How to Set Up the Order Counter Report

The Order Counter template gives you a snapshot by either showing a total count of orders that meet certain criteria, a sum, a max, a minimum, or average.

Search for the Order Counter Template

To begin, click the “+” icon on the Dashboard and type “Order Counter” in the search bar. Then click on the “Order Counter” template.

Order Counter template highlighted in the template library.

Chart Tab

Clicking on each box will make each statistic appear on the chart. In the top-left corner will be Trend, in the top-right will be Goal, bottom-left will have the Average which takes into account the last six cycles, and lastly in the bottom-right will be the Best which will account for the last six cycles.

All boxes checked on the chart tab.

Options Tab

Navigate to the Options tab and select your time frame. If you select Just see current results, you will lose the ability to have the Trend, Average, and Best performance displayed.

Date range configured

Now choose your Trend Analysis options. The default choice will compare the previous date range.

Trend set to Set My Own Date Range

Then choose your calculation options.

Calculation set to sum the Invoice Total field.

Now choose your goal.

Goal set to 90,000

Next choose your objective. Graphly uses this radio setting to determine both the best performance as well as the trend.

Use Highest Value selected.

Criteria Builder Tab

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

Criteria Builder drop-downs shown.

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

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