Sales Reporting Tool

When a student accepts a proposal and starts preparing for their trip, it becomes a Sale. The Sales report shows real data on what was actually sold. The Proposals report, by contrast, shows interest and demand.

How to access

Go to Reporting > Sales in Edvisor. At the top you can set a date range and turn period comparison on or off.

What it shows

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

For a breakdown of each chart, see the Dashboard charts section below.

Use cases

• See your top destinations and program types.
• Recognize top counsellors based on data.
• Track how fast proposals turn into sales.
• Spot trends month over month.
• Plan inventory and partnerships based on what sells.

Difference from the Proposals report

Use both together for full funnel analysis.

Dashboard charts

The Sales report breaks your data into a set of charts. Each chart has a View Report option that opens detailed filters, and all charts support date comparison, so you can compare one period to another (for example, this quarter vs. last quarter, or year over year).

Sales over time

The number of sales and their total value over the selected period. Click View Report to filter by office, counsellor, or campus.

Sales Value (USD)

The total value of the sales in the selected period.

Proposal to Sales Conversion

The percentage of proposals that turned into sales. View it daily, weekly, monthly, or yearly. Filter by office, counsellor, campus, or program type.

Average Conversion Time (Days)

How long, on average, it takes to move from proposal to sale.

Sale Items by Program Type

Total sales for each program type (for example, General English, Work & Study, Exam Prep). Use View Report to filter by date range, office, counsellor, or campus, and to see sales value (USD), average weeks sold, total weeks sold, and count per program type.

Sales by Destination

The number of sales by destination country, plus growth or decline vs. the previous period (if comparison is on). Use View Report to filter by office, counsellor, campus, or program type.

Sales by Counsellor

The number of sales completed by your top counsellors in the selected range. With date comparison on, it also shows growth or decline per counsellor. Use View Report to see all counsellor data, total sales, weeks sold, and sales value (USD).

Sales by School

Your top-selling schools with their sales count. Use View Report to filter by office, counsellor, or program type.

Sales by Campus

Your top-selling campuses with their sales count.

Filtering and exporting Sales data

Filter the Sales list to find specific data, and export to CSV for analysis.

Filters

Click Filters at the top of the Sales section. Available filters:

• Destination. Student's destination country.
• Provider. Specific educational providers.
• Assigned To. Team member.
• File Status. Filter by document upload status.
• Payment Status. No Payment, Partially Paid, or Paid.

Search bar

Next to Filters. Search by:

• Sales ID.
• Student name.
• Student email.
• Provider name.

Export to CSV

After filtering, click Export to download.

Two options:

• Sales. High-level summary including payment balance details.
• Payment by Student. Granular details: number of payments per student, amounts paid.

What to do with the CSV

• Analyze in Excel for advanced reporting.
• Integrate with ERP systems for financial analysis.
• Use for data-driven decision making.