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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Quote to Order c...
Small and medium business | Business Central, N...
Suggested Answer

Sales Quote to Order conversion rate for a certain period.

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Posted on by arijeetacharyya 10

Hi there,

Is there any way to create a analytical report on the number of Sales Quote that has been converted to Sales Order within a given time period ? I know that sales order uses the same number of sales sales quote with the prefix getting changed from SQ to SO. So is there anyway to create this in a non code way ? Or If I do need to code, is there any reference links for this kind of projects?

Thanks,

Arijeet

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    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. 

  • arijeetacharyya Profile Picture
    arijeetacharyya 10 on at

    Thanks for your reply MahGah . So how you were presenting this data? Like within BC or any external app like Power BI ?

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Originally was Excel Report to proof the concept. Then we moved it to Power BI. You can embedded Power BI into BC but users need Power BI license. Then we designed a custom report in BC for users without Power BI license. 

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