How to Set Up the Product Purchased Revenue Goal Report

The Product Purchased Revenue Goal template allows you to set a goal based on a specific product being purchased and track your progress toward that goal.

Search for the Product Purchased Revenue Goal Template

To begin, click on the “+” icon on your Dashboard and type “Product Purchased” in the search bar. Then click the “Product Purchased Revenue Goal” template.

The template highlighted in the template library.

Chart Tab

There’s only one option for the chart type, which is gauge.

Solid gauge as the chart type.

Options Tab

Navigate to the Options tab. Now select a product or group of products.

Revenue type and products selected.

If you offer discounts and wish to subtract them from the product revenue, click this box.

Checkbox for subtracting discounts checked.

By default, Graphly will exclude refunded invoices. If you would like include refunded invoices, check this box.

include refunded invoices box checked.

Now select the date range you wish to display.

Date range selected.

Next, specify your goal amount.

Goal amount set.

Here, you can tweak the percentages that display the different colors on the gauge.

Progress color percentages set.

Criteria Builder Tab

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

Criteria builder options.

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

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