RE: Sales Quote to Order conversion rate for a certain period.
Hi
We went different routes here.
First without development. We were counting total quote generated in certain date period using document date in Quote/SO/Invoice, then count the SO/Invoice for that time frame and divide it and get %. We had a different No Series for Quote and SO. You can define different No series for Quote and SO and use No Series to distinguish Quote / SO. But we realized if users change the document date manually we cannot get the correct info.
We finally added 2 new fields in Sales Header page named SQ Date and SO Date. The first field populate automatically (not editable) when Quote created and second field populate when Quote convert to SO. This way we can use them for any purpose of report. This was a really small development but works great for us.