I have tried creating a Dashboard widget for Quarterly Revenue without any success. Does anyone have one already built?
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Dashboard Widget For Revenue
Best answer by Robert Sternberg
You will need to create a Generic Inquiry displaying ending balance of your Revenue accounts using the GLHistory table, then sum the values for your dashboard tile and limit by the current period or the evaluation period you choose.
+5have you tried using filter date @QuarterStart or @QuarterEnd?
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I haven’t even been able to get to the point of setting the filters. I can’t seem to find the correct inquiry screen to have the amounts convert to local currency for all revenues (we bill in multiple currencies).
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+5Maybe on the generic inquiry you can group by currency ID on your Revenue accounts
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+7You will need to create a Generic Inquiry displaying ending balance of your Revenue accounts using the GLHistory table, then sum the values for your dashboard tile and limit by the current period or the evaluation period you choose.
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+13If you have the stock Controller Dashboard (I think this released in 2022?), take a look at the Income vs. Expense by Period widget. (the inquiry is called Income and Expense). Below is from the sales demo environment. This should give you the starting info you need to change it up to be quarterly.
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