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      How to User the Sales Reporting Tool

      A quick guide to understanding and using the Sales dashboard to track performance, monitor conversions, and analyze real revenue data.

      In this article:

      When a student accepts a quote and starts the trip preparation journey, it becomes a Sale on Edvisor. 

      Not familiar with Sales? Check this out!


      Tracking your sales correctly is essential ,not only to use tools like the       Student Portal, payments, reminders, and document exchange, but also to access powerful analytics that help you manage your business.

      Unlike the Quotes dashboard, which shows interest and demand, Sales Reports give you real data on what was actually sold.

      What can you do with Sales reports?

      • See sales created and their value (USD)
      • Track average conversion time (how long it takes to move from quote to sale)
      • Understand what’s selling by program type, destination, school, and campus
      • Monitor team performance (sales by counselor)
      • Compare sales activity over time to identify trends

      Where to find the Sales report

      1. Go to Reporting in your Edvisor dashboard.
      2. Select Sales from the dropdown menu.
      3. You’ll land on the Sales Overview Dashboard.

      Understanding the main dashboard

      Your Sales Dashboard shows key metrics like total sales, conversion rates, and top-performing programs, destinations, schools, and counselors. Giving you a clear view of your business performance at a glance.

      💡 Each chart includes a “View Report” option for deeper analysis and filtering.

      Sales Over Time

      A line chart showing how many sales were made and the total value in your selected period.

      💡 Click View Report for a detailed breakdown and filters by office, counselor, or campus.

      Quote-to-Sales Conversion

      Shows the percentage of quotes that turned into sales and the average conversion time (in days).

      💡 You can view this data daily, weekly, monthly, or yearly, and filter by office, counselor, campus, or program type for deeper insights. Click View Report

      Sales Items by Program Type

      This report shows the total number of sales for each program type (e.g., General English, Work & Study, Exam Prep).

      💡 Click View Report to:

      • Filter by date range, office, counselor, or campus

      • See sales value in USD

      • Check the average weeks sold, total weeks sold, and number of sales for each program type.

      Sales by Destination

      On the dashboard, this report shows the number of sales by destination and the growth or decline compared to a previous period (if you use the date comparison feature).

      💡 Click View Report to:

      • Filter by office, counselor, campus, or program type

      • See your top destinations

      • View detailed metrics for each destination: Number of sales created, total weeks sold, average weeks sold, total sales value in USD.

      Sales by Counselor

      On the main dashboard, this report shows the number of sales completed by your top counselors within the selected time range. 💡 If you use the date comparison feature, you can also see whether their sales have increased or decreased compared to the previous period.

      💡 Click View Report to:

      • See all your counselors data and filter by office, campus, or program type

      • View detailed metrics for each counselor, including: total number of sales, total weeks sold, average weeks sold, total sales value in USD per counselor.

      Sales by School
      On the main dashboard, this report shows your top-selling schools and the number of sales made for each one during the selected time range.

      💡 Click View Report to:

      • Filter by office, counselor, or program type
      • Access detailed metrics for all schools you’ve sold, including: Total number of sales, Total weeks sold, Average weeks sold, Total sales value in USD

      Sales by Campus

      This report works the same way but at the campus level, showing which specific campuses your students are enrolling in.

      💡 Click View Report to:

      • Filter by office, counselor, or program type

      • View full details for each campus, including: Total number of sales, Total weeks sold, Average weeks sold, Total sales value in USD

       

      Your Sales Dashboard is more than just numbers, it’s a powerful tool to help you understand your real business performance.

      By tracking your sales, conversion rates, and top-selling programs, you can make smarter decisions, reward your team, and focus on what truly drives revenue.

      💡 Not sure what a “Sale” means in Edvisor? Check out our What is a Sale on Edvisor article.

      💡 Want to analyze demand and interest before the sale? Read our guide on Quote Reports.



       

       

       

       

       

      Pro Tips for Agencies

       

       

      ✅ Measure Real Growth – Use sales data to track revenue, not just interest.

      ✅ Improve Conversion Time – Monitor how long it takes to turn a quote into a sale.

      ✅ Reward Top Performers – See which counselors are closing deals and who needs support.

      ✅ Know What Sells – Focus on popular programs and destinations to optimize marketing.

       

       

       

      Why It Matters

       

       

      Sales Reports don’t just track revenue — they help you improve processes, identify opportunities, and make data-driven decisions for your agency.

       

       

      🔥 Next Up: Want to understand demand and interest? Check out our guide on Quote Reports.