Hello Everyone,
Is there a dashboard that will show the conversion ratio of quotes to Sales Orders? If not, what is the possible workaround? Thank you!
Kind regards,
mrivera67
Solved
Dashboard to show the conversion Ratio of Quotes to SO
Best answer by smarenich
Depending on what quotations you use - Opportunities or Sales Orders of type QT, you can use different ways:
In case of Sales Orders of type QT - Use Generic Inquiry to pull data from Sales orders where OrigOrderNbr is filled and OrigOrderType = “QT”
In case of Opportunities - Use Generic Inquiry to pull data too. But depending on versions you may need to join CROpportunity table or CRRelation table to find the opportunity for the sales order.
+3Depending on what quotations you use - Opportunities or Sales Orders of type QT, you can use different ways:
In case of Sales Orders of type QT - Use Generic Inquiry to pull data from Sales orders where OrigOrderNbr is filled and OrigOrderType = “QT”
In case of Opportunities - Use Generic Inquiry to pull data too. But depending on versions you may need to join CROpportunity table or CRRelation table to find the opportunity for the sales order.
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