Saved Search to Count Number of Quotes / Estimate Converted to Sales Orders

Scenario

Create Saved Search to count number of converted Quotes to Sales Orders.

Solution

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria 
5. Click Standard 
6. Filter:
   • Select Type
     1. Type: Select Estimate, Sales Order
     2. Click Set
   • Select Main Line
     1. Main Line: Select Yes
     2. Click Set
7. Click Results 
8. Click Columns 
9. Field: 
   • Select Sales Rep
     • Summary Type: Select Group
   • Select Formula(Text)
     • Formula: Enter CASE WHEN {‌type} = 'Estimate' THEN {‌number} END
     • Summary Type: Select Count 
     • Summary Label: Enter Number of Quote / Estimate created per Sales Rep
   • Select Formula(Text)
     • Formula: Enter CASE WHEN {‌type} = 'Sales Order' THEN {‌number} END
     • Summary Type: Select Count 
     • Summary Label: Enter Number of Sales Order created per Sales Rep
   • Select Formula(Text)
     • Formula: Enter CASE WHEN {‌createdfrom} LIKE '%Estimate%' THEN {‌number} END
     • Summary Type: Select Count 
     • Summary Label: Enter Number of Quotes Converted to Sales Order
   • Select Formula(Numeric)
     • Formula: Enter COUNT(CASE WHEN {‌createdfrom} LIKE '%Estimate%' THEN {‌number} END)/NULLIF(COUNT(CASE WHEN {‌type} = 'Estimate' THEN {‌number} END),0)
     • Summary Type: Select Sum 
     • Summary Label: Enter Percent of Quotes Converted to SO (# of converted quotes/#of quotes)
10. Click Available Filters
11. Filter:
    • Select Date
      • Show in Filter Region: Enter Checkmark
    • Select Sales Rep
      • Show in Filter Region: Enter Checkmark
12. Click Save & Run