This report displays all refunds processed during a given time frame.
Setting Up the Refunds Report
To begin, click the “+” icon on your dashboard and type the word “refund” into the search bar. Then click the “Refunds” template.
There are four options available to you for the chart type. Any of them will work, but since you’re giving money away, I recommend the Area chart type. This is because it emphasizes the “bleed”. For some reason, the area makes a bigger statement than a line chart when it comes to refunds. It shouts “Look at all this money we’re losing!“
I definitely recommend checking the “Show Total Number” box so that you can see that value in the top right corner of the graph.
Now go to the “Options” tab. All you have to do here is set the date range you want to track data from.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. This way you can filter data by almost any field on the contact record.
Once you have everything set, click “Save Preferences” on This Widget.
Create Your Free Graphly Dashboard
You don’t need to struggle to find the data you need from your Infusionsoft 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
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- 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.