This report shows the Net Revenue from invoices and gives you the option to subtract tax, shipping, and cost of goods.
Setting Up the Net Reveneue Report
To begin, click the “+” icon on the Dashboard then type “Net Revenue” into the search bar, and select the “Net Revenue” template.
There are four options here for chart types. You can choose whichever type fits your taste. Check the “Show Total Number” box to show the total number in the top right-hand corner of the chart.
Click on the the “Options” tab and choose what money you would like to be included in the report.
Then choose your the date that you would like to base your invoice calculations off of.
For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. This way you can filter your results out by any field in the contact record.
Once you have everything set, click “Save Preferences” on This Widget.
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