The Payments Goal template displays all payments received during a given time frame toward a revenue goal you’ve set.
Search for the Payments Goal Template
To begin, click the “+” icon on the Dashboard and type “payments” into the search bar. Then select the “Payments Goal” template.
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Chart Tab
There is only one chart type for this template, which is Gauge.
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Options Tab
Navigate to the Options Tab and select the payment types you want displayed. Choosing more than one type joins the data together in a single gauge.
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If you don’t want payments that have been refunded to count towards your goal, check this box.
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Now select your date range.
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Next, select your goal.
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Here you can tweak the percentages that display different colors on the gauge.
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Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
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Once you have everything set, click Save Preferences on This Widget.
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