How to Set Up the Product Revenue Report

Learn how to create a Product Revenue report to display the revenue of a product over time.

Search for the Template

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

The Prodcut Revenue template highlighted in the template library.

Chart Tab

There are four options to choose from for the chart type. I will use column type. You can also stack the data by checking the Stacked box. I’ll leave it unchecked. Check the Show Total Number box to show the total number in the top right-hand corner of the chart.

Select the display type from the drop-down, and check the box to display the total in the top right of the report.

Options Tab

Navigate to the Options Tab and select the product or products that you want to report on. Adding more than one product will allow you to compare or combine their values.

Select the products you wish to track.

You can check the Subtract Order Discounts From Product Revenue box to subtract order discounts from product revenue. You can also include refunded invoices by checking the Include Refunded Invoices box.

These options allow you to subtract order discounts and include refunded invoices.

Then choose your date range.

Select the date range you wish to track.

Criteria Builder Tab

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

Use the criteria builder to filter the report further.

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

Relevant Articles

Create Your Free Graphly Dashboard

You don’t need to struggle to find the data you need from your Keap or Keap application.  Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include: 

  • Tags Applied 
  • Tags Applied Goal
  • Leads
  • Gross Revenue
  • Appt | Note | Task Summary
  • Email List Health
  • Refunds
  • Campaign Email Stats
  • Text Widget Area 

If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.

Tags: ,

Was this helpful?