Quotes Reporting Tool
Last updated: May 6, 2026
Quotes Reporting: Reporting > Quotes. 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 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).