Sales Reporting Tool: overview

Sales Reporting: Reporting > Sales. Shows real conversion data (vs Quotes report = interest/demand). Total sales + USD value, conversion time, by program/destination/school/counselor. Use for performance management, trends, partnership decisions. Pair with Quotes Report for full funnel.

When a student accepts a quote and starts trip preparation, it becomes a Sale. The Sales Report shows real data on what was actually sold (vs. the Quotes Report which shows interest and demand).

How to access

Reporting > Sales in the Edvisor dashboard.

What it shows

• Total sales created and value (USD).
• Average conversion time (quote-to-sale duration).
• Sales by program type, destination, school, campus.
• Team performance (sales by counselor).
• Period-over-period comparisons.

Use cases

• Identify top destinations and program types.
• Reward top counselors based on data.
• Track conversion velocity.
• Spot trends month over month.
• Plan inventory and partnerships based on what sells.

Difference from Quotes Reporting

Use both together for full funnel analysis.

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Source: https://help.edvisor.io/efa/sales-reporting-overview