The Unit’s Sold template allows you to see the number of Units Sold for each product you select over a given date range. This data is especially helpful for those of you who sell more than one quantity of a single product in a single transaction.
Search for the Units Sold Template
To begin, click the “+” icon on the Dashboard and type units into the search bar. Then click on the “Units Sold” widget box.
There are four options for the chart type. I’ll select Line.
Then click on the Show Total Number box to display the total number in the top right-hand corner of the chart.
Now navigate to the Options tab and select the products you would like to see from the products field.
Here you can either group the selected products together, or you can choose to display them individually.
Then select 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.
- How to Set Up the Gross Revenue Report
- How to Track Product Unit Cost in Infusionsoft
- How to Set Up the Product Category Revenue Report
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.