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.](https://graphly.io/wp-content/uploads/1-125.png)
Chart Tab
There is only one chart type for this template, which is Gauge.
![Solid gauge selected as the chart type.](https://graphly.io/wp-content/uploads/2-123.png)
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.](https://graphly.io/wp-content/uploads/3-117.png)
If you don’t want payments that have been refunded to count towards your goal, check this box.
![Subtract refunds checked.](https://graphly.io/wp-content/uploads/4-113.png)
Now select your date range.
![Last 30 days set as the date range.](https://graphly.io/wp-content/uploads/download-5.png)
Next, select your goal.
![Goal of 100,000 set.](https://graphly.io/wp-content/uploads/6-78.png)
Here you can tweak the percentages that display different colors on the gauge.
![Percentage colors defined.](https://graphly.io/wp-content/uploads/download-1-2.png)
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.](https://graphly.io/wp-content/uploads/8-41.png)
Once you have everything set, click Save Preferences on This Widget.
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