Skip to main content

Revenue Categories

Updated yesterday

You can add custom revenue categories to track sales.

Why use Revenue Categories?

Revenue categories are a great way to categorize offerings / services for revenue tracking and reporting purposes that are specific to your business.

How to Add Revenue Category

  1. Go to Settings > Revenue Categories > Categories

  2. Click on "Add New" and add in the name and description of the revenue cateogry

  3. Save the category

How to assign a Revenue Category

  1. Go to Settings > Revenue Categories > Assignment

  2. On this page, you can assign the custom categories to each item that you sell (packages, subscriptions, retail, etc)

How to assign Revenue Category when creating a Pricing Option

You can assign a custom revenue category when creating a pricing option.

Note: the revenue category must be created first under Settings > Revenue Categories

You will be able to assign a revenue category under "Revenue Category" in the pricing option:

Reporting with Revenue Categories

Go to Analytics > Reports > Revenue Category Sales to view sales based on the custom categories that you've created!

Did this answer your question?