To begin, click the “+” icon on the Dashboard then type product category into the search bar. Then select the Product Category Revenue template.
Search for the Product Category Revenue Template
Chart Tab
Display Type, Miscellaneous
There are four display types to choose from.
You can also choose to stack the data by checking the Stacked box.
Check the Show Total Number box to show the total number in the top right-hand corner of the chart.
Chart Tab
Product Category Options
Select the product categories you wish to gather data from. To compare different product lines, choose more than one product category.
If you want to subtract order discounts from product revenue, check the Subtract Order Discounts From Product Revenue box. You can also include refunded invoices by checking the Include Refunded Invoices box.
Date Range
Select the date range you wish the report to display.
Criteria Builder Tab
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.
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