Sales Reporting Tool: dashboard charts
Last updated: May 6, 2026
Sales Dashboard charts: Sales Over Time, Quote-to-Sales Conversion %, Sales by Program Type, Destination, Counselor, School. Each has View Report for filters (office/counselor/campus/program). Date comparison enables period-over-period analysis (QoQ, YoY).
The Sales Overview Dashboard breaks data into key sections.
Sales Over Time
Line chart of sales count + total value over the selected period.
Click View Report to filter by office, counselor, or campus.
Quote-to-Sales Conversion
Percentage of quotes that became sales + average conversion time in days.
View daily, weekly, monthly, or yearly. Filter by office, counselor, campus, or program type.
Sales Items by Program Type
Total sales for each program type (General English, Work & Study, Exam Prep, etc).
View Report: filter by date range / office / counselor / campus. See sales value (USD), average weeks sold, total weeks sold, count per program type.
Sales by Destination
Number of sales by destination + growth/decline vs. previous period (if comparison enabled).
View Report: filter by office / counselor / campus / program type. Detailed metrics per destination.
Sales by Counselor
Number of sales completed by top counselors in the selected range.
With date comparison, also shows growth/decline per counselor.
View Report: all counselors data, total sales, weeks sold, sales value (USD).
Sales by School
Top-selling schools with sales count.
View Report: filter by office / counselor / program type. Detailed metrics per school.
All charts have a date comparison
Compare current period vs. any prior period (e.g. this quarter vs. last quarter, or YoY).