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 preparing for their trip, it becomes a Sale. The Sales report shows real data on what was actually sold. The Quotes 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 (quote-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 Sales Reporting Tool: dashboard charts.

Use cases

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

Difference from the Quotes report

Use both together for full funnel analysis.