Product Category Revenue

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

There are four chart types to choose from. I will use the column type. 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.

Navigate to the “Options” Tab and 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.

Then choose your Orders Due from “Options“.

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.