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Calculating Quote to Order Conversion Percentage

  • 1.  Calculating Quote to Order Conversion Percentage

    Posted Jan 04, 2019 11:06 AM
    Does anybody know the best way to quickly calculate the percentage of quotes converted to a sales order? We are doing it manually right now, but I've got to believe there is a way to automate this process.

    Any feedback is greatly appreciated.

    Thank you,

    ------------------------------
    Debbie McClure
    Operations/Customer Service Manager
    ALNI Ltd.
    Columbus OH
    ------------------------------
    GPUG Summit - Post


  • 2.  RE: Calculating Quote to Order Conversion Percentage

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 09:42 AM
    Hi Debbie,

    I was going to throw together a query for you, but I have to ask something first?

    Do you use repeating quotes where one quote can be transferred to multiple sales orders?  If so, how do you manually calculate that?

    Thanks!

    ------------------------------
    John Arnold
    Senior Software Engineer
    US Digital
    Vancouver WA
    ------------------------------

    GPUG Summit - Post


  • 3.  RE: Calculating Quote to Order Conversion Percentage

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 10:56 AM
      |   view attached
    I've attached a query that might work for you... Please let me know if you have any questions or problems.

    ------------------------------
    John Arnold
    Senior Software Engineer
    US Digital
    Vancouver WA
    ------------------------------

    Attachment(s)

    zip
    QuoteToOrderPercent.zip   521B 1 version
    GPUG Summit - Post


  • 4.  RE: Calculating Quote to Order Conversion Percentage

    Posted Jan 10, 2019 08:04 AM
    Thank you, John. I will look into this and let you know if I have any questions.

    ------------------------------
    Debbie McClure
    Operations/Customer Service Manager
    ALNI Ltd.
    Columbus OH
    ------------------------------

    GPUG Summit - Post


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