Quotes Reporting Tool

Track quote performance, demand patterns, and team activity.

How to access

Reporting > Quotes in the Edvisor dashboard.

Summary metrics

• Quotes Created. Total in selected date range.
• Quotes Accepted. How many were accepted.
• Quotes Viewed. How many were opened.
• Avg # of Weeks. Average program length quoted.

Date comparison

Compare two date ranges (e.g. this week vs. same week last year) to spot trends.

Visual charts

Each chart has a View Report option for detailed filters: office, counselor, campus, program type.

Use cases

• Spot trends — which destinations/programs are in demand. Adjust marketing.
• Boost team performance — reward top quoters, support others.
• Compare quotes created vs. accepted — identify conversion gaps.

Pairs with

For deeper conversion data, also use Sales Reports (Reporting > Sales).