Skip to main content

Notifications

Business Central forum
Suggested answer

Sales Quote to Order conversion rate for a certain period.

Posted on by 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

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Sales Quote to Order conversion rate for a certain period.

    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. 

  • arijeetacharyya Profile Picture
    arijeetacharyya 10 on at
    RE: Sales Quote to Order conversion rate for a certain period.

    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 15,419 on at
    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. 

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans