Sample View: Conversion Rate By Sale Date

The Sale Date of an Order is the date when the Order was converted from a Quote. This differs from the Created Date of an Order, which is the date it was first made as a Quote.

Create an  Orders Views filtered by Sale Date to show Orders that were converted from Quotes during a time period, regardless of when the Quote was created. This will give an approximate sales rate for that time

There are two steps to this process.
First, create a  Quotes View and an Orders View removing all Filters, adding a date range.
Second, calculate the conversion rate.

Save the Views created for quick access in the future. To exclude Canceled Orders from the Orders View, see  Related Articles below.

CREATE QUOTE & ORDER VIEWS

  1. Click Quote > Customize > remove all Filters.remove all filters from a quote view
  2. Click Add Filter > select Quote Field as the Filter Type and Created Date as the Quote Field.
  3. Click the Change Date button > select how to filter the Date > enter a Date or Range of Dates.filter a quote View by Created Date
  4. At the bottom of the the View, note the total number of Quotes. This is the second number.note the total number of quotes in a view
  5. Save the View.
  6. Click Orders > Customize > remove all Filters.remove filters from an Orders View
  7. Click Add Filter > select Order Field as the Filter Type and Sale Date as the Order Field.
  8. Click the Change Date button > select how to filter the Date > enter the same Date or Range of Dates as the Quote View.add a sale date filter to an Orders View
  9. At the bottom of the the View, note the total number of Orders. This is how many Orders have a Sale Date in the specified Date Range.

CALCULATE THE CONVERSION RATE

  1. Total Orders / Total Quotes = Conversion Rate
  2. EG: Total Quotes = 63
    EG: Total Orders by Sale Date = 43
    EG: 43 / 63 = .682 (68%)

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