How to Set Up the Days Between Contact and First Order Report

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.

The template highlighted in our template library.

Chart Tab

There are two chart types, column and bar. I’ll choose column.

Column selected as the chart type.

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.

Arrow pointing to the Show Total Average Days checkbox.

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.

Both checkboxes selected.

Next, choose an outlier.

Outlier of 60 days selected.

Then choose the date range for the contacts as well as the Order date settings.

Date range for Contact Created and Order Created selected.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder Tab options displayed.

Once you have your everything set, click Save Preferences on This Widget.

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