This article explains how you can make changes to your Dashboards to show you either orders or invoice revenue, based on the data you and your team would like to see.

Prerequisites

  • You'll need CRM Admin rights to follow the steps in this article

Step 1: Navigate to System Settings

In the navigation menu, head to 'Settings', then select 'System Settings'.

Step 2: Search for Revenue Option

Search for the word 'revenue' to find this setting. Click enter, then choose either 'Orders' or 'Invoices' (revenue). This will determine whether you display orders or invoices on the Dashboard tiles that show monthly and annual sales. Note: this setting will affect these tiles across all Dashboards.

Once selected, your changes will save automatically and update your Dashboards immediately.

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