Overview
The Revenue Over Time widget shows Total Revenue Billed by operation across the selected period. This widget uses the Sales by Operation Report and is pulling data from the Total Revenue Billed column, which is the sum of total price for all Jobs in completed and approved stages.
Report: Sales by Operation
Populate Data in this Widget
Total Revenue Billed column | Complete or Approve a Visit or Job, that will add the invoice total to the Total Revenue Billed column. |
Date Range | The widget's date range defaults to the current year. |
Operation | Displays revenue for Jobs in the selected operation or operations. |
Additional Notes
This widget reflects Total Revenue Billed from the Sales by Operation report, not payments received. Totals may differ from payment reports, since completed and approved work decides what's included. See Sales by Operation for more on how its metrics and date range work.
To add, move, resize, rename, or remove widgets, see Dashboards Overview.