How to Set Up the Payments Goal Report

The Payments Goal template displays all payments received during a given time frame toward a revenue goal you’ve set.

Search for the Payments Goal Template

To begin, click the “+” icon on the Dashboard and type “payments” into the search bar. Then select the “Payments Goal” template.

Payments goal template highlighted in the template library.

Chart Tab

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

Solid gauge selected as the chart type.

Options Tab

Navigate to the Options Tab and select the payment types you want displayed. Choosing more than one type joins the data together in a single gauge.

Check and Credit Card set as the payment types.

If you don’t want payments that have been refunded to count towards your goal, check this box.

Subtract refunds checked.

Now select your date range.

Last 30 days set as the date range.

Next, select your goal.

Goal of 100,000 set.

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

Percentage colors defined.

Criteria Builder Tab

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

Criteria Builder options shown.

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

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