NAV 2013 R2 Report - View how many quotes became Orders

rico1931

Hi Everyone,

Sales is asking if there is a report or a report we can make to display how many quotes became orders in 30 day buckets. For example:

24% of quotes turned into orders the last 30 days
29% of quotes turned into orders between 31 & 60 days
31% of quotes turned into orders between 61 & 90 days
Is there any report currently in NAV 2013 R2 that would do this or would it be a custom report? If custom, would we just count how many posted orders/invoices have "Quote No:" valid in the header?

Any recommendation would be greatly appreciated. Thank you

golfer

There is no standard report for this. And you are right, for a custom report it would be invoices with Quote no to count. This is valid if your process is to convert quotes to orders, not if youkeep the quotes and copy them to orders.

golfer

There is no standard report for this. And you are right, for a custom report it would be invoices with Quote no to count. This is valid if your process is to convert quotes to orders, not if youkeep the quotes and copy them to orders.