quote-conversion-rate.png
Here is the problem we are trying to solve.
We want to find how many Quotes Created resulted into Quotes Won. However, the tricky part here is the format that makes all this difficult.
The format of Quotes Created has multiple products in a single line. On the other hand, Quotes Won has separate products for each line.
On top of that, some of the products we quoted might not result into a sale.
For e.g:
Quote Created
Q1 = Product A, B, C
Quote Won
Q1 = Product A
Q1 - Product B
In Q1, it has product C too but in Quote Won, product C isn't there means we didn't sell Product C in the quote.
My question is:
- How can we find how many Quotes Created became Quotes Won?
- Which products that we quoted on resulted into a sale via Quotes Won?
Any help would be greatly appreciated.
Regards.
Stan
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