@danmoyle - Officially closing the loop on this. Your solution worked great. Restating your steps a bit in categories:
STEP 1 - Create Properties
1. Created Revenue Source dropdown property.
2. Created Revenue of Payment Date/Order Date.
STEP 2 - Create Pipeline for capturing paid orders and paid invocies
1. Create pipeline called “revenue Tracking pipeline.”
STEP 3 - Automation Workflow
1. Create an Orders based workflow that is triggered when an order is paid > then creates a deal that assigns shopify from revenue source property and assigns the date of the order > and then sends it to the closed stage of the Revenue TRacking pipeline
2. Create an invoice-based workflow that is triggered when an invoice is paid > then creates a deal that assigns invoice from revenue sorce property and assigns the date of the order > and then sends it to the closed stage of the Revenue Tracking pipeline
Step 4 - Create Reports
1. In report, start with the primary “Deals” based report, filtering by “revenue tracking” report.
2. then build a revenue tracker with stacked bars etc.
NOTE
I’ve made sure to leave the “Revenue Tracker” Pipeline out of other reports to avoid duplicate informaiton since I’m only using it as an agregator of sales.
Ok thank you again!
CW