Symptom
Sales Quote Funnel & Success Rate Report is not showing Success Rate value correctly
Environment
SAP Business ByDesign
Reproducing the Issue
- Go to New Business - Sales Quotes
- Select the Sales Quote XYZ (XYZ represents Sales Quote ID)
- Sales Quote is having multiple line items
- In this only few line items are converted into sales order
- Remaining line items got completed by manually performing Change Status -> Complete button
- Go to Business Analytics - Design Reports
- Select Sales Quote Funnel & Success Rate
- Click here to start the Report
- Add the Sales Quote field below Row Fields
- Add the below fields the below Column Field
- Success Rate - Number of Accepted Quote Items (%)
- Success Rate - Net Value of Accepted Quote Items (%)
- Filter the report with Sales Quote XYZ
- Report shows 100%
Cause
Sales Quote is manually completed by performing the Complete button instead of rejecting the line items by maintaining the Reason for Rejection
Resolution
Kindly maintain Reason for Rejection for the remaining Sales Quote items.
- Go to New Business - Sales Quotes
- Select the Sales Quote XYZ
- Edit and click on Change Status -> Open button
- Navigate to Items tab
- Maintain Reason for Rejection for remaining items.
- Click on Save.
Keywords
KBA , SRD-CRM-ACT , Activities , Problem
Product
SAP Business ByDesign all versions