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Dashboard to show the conversion Ratio of Quotes to SO

  • November 11, 2021
  • 1 reply
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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

Best answer by smarenich

@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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smarenich
Acumatica Moderator
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  • Acumatica Commerce Edition Team Lead
  • 227 replies
  • Answer
  • November 11, 2021

@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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