Question

Count of Sales Quotes Widget

  • 11 December 2023
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I want to get a count of Sales Quote Created within a given time range.

When a quote is created - it is created in a Draft Mode the Quote number is q0003,  If this quote is converted it is then save as another quote  q0004.    If i wanted to count total quotes in a time period this would be counted as 2 quotes.  How can i solve this problem since this should only be counted once.  It could have been canceled or accepted as well.

 

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