Quote to Sales Conversion Analyses

Hi HabibAdil ，

I created a model like this:

Then, I created a meassure:

Q_V = 
CALCULATE(
    MAX(Quotes[Quote Version]),
    FILTER(
        SO,
        SO[SO_NO] <> BLANK()
    )
)

Then, I got "Quick loaded outcome wanted":

But for "Not Quick loaded outcome wanted", you can't get the correct result from the model:

So you need to create a new data model, like this:

Then, I created a measure:

Measure = 
VAR x = 
CALCULATE(
   DISTINCTCOUNT('Quotes (2)'[SO_NO]),
    ALLEXCEPT(
        'Quotes (2)',
        'Quotes (2)'[Quote No]
    ),
    ALL('SO (2)')
)
RETURN 
IF(
    x = 1 && MAX('Quotes (2)'[Opportunity_GUID]) = MAX('SO (2)'[Opportunity_GUID]) && MAX('Quotes (2)'[Opportunity_GUID]) <> BLANK(),
    MAX('Quotes (2)'[Quote Version]),
    BLANK()
)

Then, added a filter and you could get the result:

Best regards,
Lionel Chen

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