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.
Chart Tab
There is only one chart type for this template, which is Gauge.
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.
If you don’t want payments that have been refunded to count towards your goal, check this box.
Now select your date range.
Next, select your goal.
Here you can tweak the percentages that display different colors on the gauge.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have everything set, click Save Preferences on This Widget.
Relevant Articles
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