Understanding the Sales section

Sales on Edvisor connect your quote to the full student journey, letting you track and manage every sale in one place.

You can access the “Sales” section by clicking on Sales from the left side menu of the Edvisor platform.

You will find a list of all your sales, divided into several columns for easy viewing. This allows you to see the following information at a glance:

• Sales ID: The unique identifier for the sale.
• Student: The name and email of the student associated with the sale.
• Providers: The educational provider involved in the sale.
• Assigned To: The name of the team member who owns the sale.
• Payment Status: The current payment status of the sale.
  
  • No Payment: No payments have been made.
  • Partially Paid: Some payments have been made, but others are still pending.
  • Paid: The sale is fully paid.

• File Status: The current status of the sale file.
  • No requests: There are 0 file requests.
  • Pending: Some files have been requested, but the student hasn’t uploaded them yet.

• Created Date: The date when the sale was created.

Viewing a Sale

To view the details of a specific sale, simply click on the sale in the list. This will open the sale profile, where you can see all the information related to that particular sale.

Deleting a Sale

If you'd like to delete a one of your Sales, simply check the checkbox next to it and click "delete"

Filters

At the top of the “Sales” section, you will find a “Filters” button.


This allows you to filter the sales list by various criteria:

• Destination: Filter sales by the destination of the educational programs.
• Provider: Filter sales based on the provider offering the programs.
• Assigned To: Filter sales by the team member responsible for them.
• File Status: Filter sales by the current status of the file (e.g., Pending, No Requests).
• Payment Status: Filter sales by the payment status (e.g., No Payment, Partially Paid).

Search Bar

Next to the “Filters” button, there is a search bar where you can search for specific sales.


You can search by:

• Sales ID
• Student Name
• Student Email
• Provider Name

Exporting Sales Data

Once your data is filtered, you can export it as a CSV file by clicking on the Export button. There are two options:

• Sales: This provides a high-level summary of the sale, including payment balance details.
• Payment by Student: This option providers in-depth payment details such as the number of payments per student and amounts paid.

After downloading the CSV file, you can integrate it with your ERP system or use Excel to analyze the data further. This allows for easy tracking, organization, and management of your sales data. Learn more here