KPI Tree

Shopify Metric

Sales

Draft Order Conversion Rate = Completed Draft Orders in Period / Total Draft Orders Created in Period x 100

Draft Order Conversion Rate measures the proportion of Shopify draft orders that are completed and paid within a defined period. In Shopify, draft orders are manually created carts for wholesale buyers, phone orders, or custom quotes, and each one carries a status that moves from open to completed once payment is captured or an invoice is settled. The metric tells you what share of these manually built orders actually turn into revenue.

Full guide: definition, formula, and benchmarks
ShopifySales

Draft Order Conversion Rate

Draft Order Conversion Rate measures the proportion of Shopify draft orders that are completed and paid within a defined period. In Shopify, draft orders are manually created carts for wholesale buyers, phone orders, or custom quotes, and each one carries a status that moves from open to completed once payment is captured or an invoice is settled. The metric tells you what share of these manually built orders actually turn into revenue.

How to calculate draft order conversion rate

Draft Order Conversion Rate = Completed Draft Orders in Period / Total Draft Orders Created in Period x 100

Why draft order conversion rate matters for Shopify users

Draft orders represent deals your team has already invested effort in, whether that is a sales rep quoting a wholesale buyer or a support agent rebuilding a phone order. A low conversion rate means that effort is leaking away, and it often points to slow invoice follow-up, pricing friction, or quotes that go stale before the buyer commits.

Because draft orders sit outside the normal storefront checkout, they are easy to lose track of in Shopify reporting. Watching this rate gives your sales and operations teams a clear signal of how well the manual order path is performing, and it highlights where chasing unpaid invoices would recover revenue you have already half-earned.

Understand and act on draft order conversion rate with KPI Tree

Sync your Shopify draft order and order data into your warehouse and compute Draft Order Conversion Rate in KPI Tree, splitting by created and completed status so the calculation stays accurate across periods. Link it inside a metric tree to related conversion and order value metrics so you can see how the manual order path feeds total revenue alongside your storefront funnel.

In KPI Tree, assign RACI ownership so a named sales or operations lead is accountable for the rate, with support roles consulted on invoice follow-up. Set a weekly or fortnightly review cadence so stale draft orders are chased before they expire, and so any drop in conversion is caught while there is still time to act.

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