Product Category Purchased Revenue Goal

This template allows you to set a revenue goal based on a specific product category and track your progress toward that goal.

To begin, click the “+” icon on the Dashboard and type “product category” into the search bar. Then select the “Product Category Purchased Revenue Goal” template.

There is only one chart type, which is Solid Gauge.

Navigate to the “Options” tab and select a category.

If you offer discounts and wish to subtract those discounts from the total revenue, check this box.

If you wish to include refunded invoices, check this box.

Next, choose the date range.

Now specify your goal.

From here we can tweak the percentages that will display different colors on the gauge.

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

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