We’ve enhanced the Revenue Widget in My Dashboard by adding a Custom Date Range filter, giving users more flexibility when reviewing revenue performance. Instead of being limited to the existing preset time periods, users can now select their own start and end dates to focus on the exact period they want to analyze. This makes it easier to review revenue for specific business periods, compare performance around important dates, or quickly pull the numbers needed for internal reporting and decision-making.

Adding Revenue Widget to My Dashboard:

1. From left-hand panel, click on My Dashboard

2. From top-right dropdown, Select the Dashboard you want to Edit

3. Click Gear Icon to Edit Dashboard

4. From All Reports, find the Revenue and/or Revenue by Service Call Type widgets

5. Drag the widget/s to Selected Reports

6. Save

Filtering Revenue Widget:

1. From My Dashboard, find the Revenue and/or Revenue by Service Call Type widgets

2. Click the Calendar button at the bottom-right corner of the widget

3. Under Search/Filter by Date, select Custom Date

4. Set the From and To Dates

5. Update

Screenshots

Filtering Revenue Widget