The Days Between Contact and First Order Template shows you the number of days it takes from a contact being created to their first order.
Search for the Days Between Contact and First Order Template
To begin, click the “+” icon on the Dashboard and type “Days Between Contact” in the search bar. Then select the “Days Between Contact and 1st Order” template.
Chart Tab
There are two chart types, column and bar. I’ll choose column.
If you want the total average days to be displayed in the top right hand corner of the chart, check the “Show Total Average Days” box.
Options Tab
Navigate to the Options tab and choose whether you want to include refunded invoices or exclude invoices where payment is 0 by checking the corresponding boxes.
Next, choose an outlier.
Then choose the date range for the contacts as well as the Order date settings.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have your everything set, click Save Preferences on This Widget.
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