Proposals Reporting Tool
Last updated: October 29, 2026
Proposals Reporting: Reporting > Proposals. Summary: created, accepted, viewed, avg weeks. Charts: Over Time, by Campus/Program Type/Counsellor/Destination. View Report on each for filters. Use for demand trends, team performance, marketing. Pair with Sales Reports for conversion.
Track proposal performance, demand patterns, and team activity.
How to access
Reporting > Proposals in the Edvisor dashboard.
Summary metrics
Proposals Created. Total in selected date range.
Proposals Accepted. How many were accepted.
Proposals Viewed. How many were opened.
Avg # of Weeks. Average program length proposed.
Date comparison
Compare two date ranges (e.g. this week vs. same week last year) to spot trends.
Visual charts
Chart | What it shows |
|---|---|
Proposals Over Time | Daily proposal count line chart — spot busy days/seasonal trends |
Proposal Options by Campus | Bar chart of top campuses being proposed |
Proposal Options by Program Type | Most popular programs (General English, Exam Prep, etc) |
Proposals by Counsellor | Team member proposal activity |
Proposal Options by Destination | Where students want to go |
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 those who create the most proposals, support others.
Compare proposals created vs. accepted — identify conversion gaps.
Pairs with
For deeper conversion data, also use Sales Reports (Reporting > Sales).