This template allows you to set a revenue goal based on a specific product category and track your progress toward that goal.
Setting Up the Product Category Purchased Revenue Goal Report
To begin, click the “+” icon on the Dashboard and type “product category” into the search bar. Then select the “Product Category Purchased Revenue Goal” template.
Under the chart tab, you’ll see that there is only one chart type to choose from which is Solid Gauge.
The next tab you will want to go to is the “Options” tab. Go ahead and select a product category.
If you offer discounts and wish to subtract those discounts from the total revenue, check this box.
If you wish to include refunded invoices, check this box below the other box.
After you’re done with those options, you’ll need to set a Date Range to get the data from.
Now you must specify your revenue goal.
Below that, you can see a section labeled Progress Colors. Here we can tweak the percentages that will display different colors on the gauge.
Criteria Builder
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.
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