Invoice/Payment Stats/Reports Availalable in Dashboard Widget | Voters

Invoice/Payment Stats/Reports Availalable in Dashboard Widget

in progress

Don Franklin

Having all of the financials available as widgets within the dashboard. So we can say check monthly paid invoices month by month to see historical paid invoices over time periods. Or say how many invoices by periods or how many unpaid, overdue etc. Then also be able to see other financials like sales made from forms, order forms, pay links, POS Tap To Pay, by products etc etc. All great data that we should be able to customize to see the necessary reports/kpi on the financials done from within GHL.

April 13, 2024

Kaylee Margison

We sell monthly subscriptions so this is so important for us to be able to track our monthly revenue and all things relating to our finances. I need to ability to filter so I can see different reports, maybe it's past months, current month, or future projections. I want to see how many subscriptions I have. We also sell event tickets so the ability to see and filter all financials on the dashboard is so important..

Jason Tonioli

This definitely is a must have. We just helped a client launch a subscription and we need to be able to show them how many have paid and also a future expected revenue for the subscription in the coming month. Need the ability to create filters for the report based on the sale of a specific product or from a specific funnel as well.

Izzy Smith

Yes I would like to see the total of monthly recurring clients so I can get an Idea where I am at like in stripe it tells you your MRR. Thx

SuiteUpstairs Coaching

Would love to see subscription transactions on the dashboard as well so that we capture all the incoming revenue. It would even be better if we could combine the invoices, products, and subscription transactions together for a total revenue amount over time.

Tushar Datt Upadhyay

marked this post as

in progress

K.C. Gleaton

This seems like such a basic request! How is it that this is not ALREADY available??? It's almost malpractice to have a sales and marketing system, which does not track this information and provide even basic reporting.

Matthew Elmer

https://www.loom.com/share/4ebd77b17b654be9927b2b9bcb77e87b?sid=52237a9b-f9d4-46da-a909-948c589b236e Here is how Kajabi does it as an example of what I'd like to see.

Tiyana Robinson

Matthew Elmer Thanks for sharing the loom!

Brooke Haynes

Yes please! And for products too even if purchased through funnels.

Mike Williams

Yes, 100%. I am sort of blown away that this reporting doesn't yet exist, since every business needs to be able to keep an eye on sales. Hopefully this is in the works and coming soon.

David Guest

Yes please

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