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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Order to quote convers...
Small and medium business | Business Central, N...
Suggested answer

Order to quote conversion data DAX filter query for Power BI

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Posted on by arijeetacharyya 10

I have 2 tables coming from Business Central into Power BI Desktop - Sales Orders and Sales Quotes. Now, we want to get the quote to order conversion data for a specific time duration as per the user for this data. So currently these 2 tables are connected by their creation dates. I need help creating a DAX query that would count the number of sales quotes created within a specific time period - for example last 1 month and divide it up with the number of orders created within the same period. That way I would be able to get the conversion percentage. 

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salesOrders have the column orderDate and salesQuotes have documentDate.

Any help with the filter query would be appreciated. Thanks!

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,430 on at
    RE: Order to quote conversion data DAX filter query for Power BI

    Maybe try something like this

    From Modeling -> New measure create 3 new measure one for SalesQuote, one for SalesOrder , one for conversion rate.

    Then use Count formula (something like below) to count Quote and SO (one for each using above measure) . Only use Var if in Quote you want to count SO as part of quote (you use var Quote , then Va SO then you add them together) 

    VAR Quote =
    CALCULATE(
    COUNT ( Sales_Quote[documentDate] ),

    Then for conversion rate use a formula like this in conversion rate measurement 

    Quotes Converted to Sales % =
    DIVIDE ( [SalesOrder], [SalesQuote] )
    I hope this help  

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