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Dashboard to show the conversion Ratio of Quotes to SO

  • 11 November 2021
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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

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Best answer by smarenich 11 November 2021, 17:12

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@mrivera67 I don’t think we have any existing dashboard for that. But you easily can create a new dashboard with this data.

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.

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