web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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. 

pastedimage1642274827769v2.png

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 15,613 on at

    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  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 765 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 571 Super User 2026 Season 2

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 299 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans