How to see quotation conversion with a Sankey chart

The Sankey view shows how your quotations flow through their stages: from Initiation (created) to Quotation, Quotation Sent, Sales Order or Cancelled. The width of each band is the number of documents moving between two stages, so you see at a glance where quotations stop. Open Sales ‣ Orders ‣ Quotations (or Orders) and click the Sankey view icon at the top right.

Who	Any Sales user (they see the documents their role allows).
App	Sales (module viin_sale_sankey, installed automatically with Sales)

Before you start

Know how to filter and group records.

How do I open the Sankey chart?

1. Go to Sales ‣ Orders ‣ Quotations (or Sales ‣ Orders ‣ Orders).

2. Click the Sankey icon among the view icons at the top right.

How do I read the chart?

• Each block is a stage of the order. The numbers in/out on a block are the documents that reached the stage and those that moved on to another stage.

• Initiation counts all quotations and orders created.

• Quotation shows quotations not sent yet; a high in with a low out means quotations are prepared but not sent.

• Quotation Sent shows quotations sent to customers; what leaves it goes to Sales Order or Cancelled.

• Hover a band to see how many documents follow that path.

The conversion rate is the number reaching Sales Order divided by Initiation.

How do I compare customers, salespeople or periods?

Use Filters (for example this month) and Group By (for example Customer or Salesperson): the chart then shows one flow per group.

Common errors

Problem	What to do
The Sankey icon is missing.	The module viin_sale_sankey is not installed. Install it from Apps.
The chart is almost empty.	The default filter of the menu limits the documents (for example My Quotations). Remove it.

Next steps

• How to analyze sales with reports

• How to see where deals are won or lost with a Sankey chart