Create a Saved Search that shows the percentage of Estimates that were converted to Sales Orders

To pull up the percentage of Estimates that were converted to Sales Orders, users can create a Transaction Saved Search with the following settings:

1. Navigate to List > Search > Saved Searches > New > Select Transaction.
2. Under the Criteria tab > Standard subtab add the following fields:

• Main Line = True

• Type =  Sales Orders
  

3. Under the Results tab > Column subtab, add the following fields:

• Field = Document Number

• Summary Type = Count
  

• Field = Formula (Numeric)

• Summary Type = Sum

• Formula = NVL2({createdfrom}, 1,0)
  

• Field = Formula (Percent)

• Summary Type = Maximum

• Formula = SUM(NVL2({createdfrom},1,0))/COUNT({number})

4. Click Save&Run. 

 

Note: The third field pulls up the percentage of Estimates with Sales Orders.