The Product Purchased Revenue Goal template allows you to set a goal based on a specific product being purchased and track your progress toward that goal.
Search for the Product Purchased Revenue Goal Template
To begin, click on the “+” icon on your Dashboard and type “Product Purchased” in the search bar. Then click the “Product Purchased Revenue Goal” template.
Chart Tab
There’s only one option for the chart type, which is gauge.
Options Tab
Navigate to the Options tab. Now select a product or group of products.
If you offer discounts and wish to subtract them from the product revenue, click this box.
By default, Graphly will exclude refunded invoices. If you would like include refunded invoices, check this box.
Now select the date range you wish to display.
Next, specify your goal amount.
Here, you can tweak the percentages that display the 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 your everything set, click Save Preferences on This Widget.
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- How to Set Up the Product Category Revenue Report
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- Tags Applied
- Tags Applied Goal
- Leads
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Refunds
- Campaign Email Stats
- Text Widget Area
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