Configuring the Product Category Purchased Revenue Goal Report

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

Display Tab

Under the Display tab, you’ll see that there is only one chart type to choose from which is Solid Gauge.

Settings Tab

The next tab you will want to go to is the Settings tab. Go ahead and select a product 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 below the other box.

After you’re done with those options, you’ll need to set a Date Range to get the data from.

Now you must specify your revenue goal.

Filters Tab

For ultimate control and customization, use the Filters tab to include additional rules and requirements to the report.

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