Dashboard to show the conversion Ratio of Quotes to SO

  • 11 November 2021
  • 1 reply

Userlevel 2

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,



Best answer by smarenich 11 November 2021, 17:12

View original

1 reply

Userlevel 7
Badge +3

@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.


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved