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.
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.
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.
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.
Then choose your date range.
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.
Relevant Articles
- How to Track Product Unit Cost in Keap
- How to Set Up the Product Category Revenue Report
- How to Set Up Product Payments Report
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