Product Purchased Revenue Goal

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

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.

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

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

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

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

Now select the date range you wish to display.

Next, specify your goal amount.

Here, you can tweak the percentages that display the 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.

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