You’re creating quotes, sending proposals, closing deals… but do you really know what’s working and what’s not?
Most agencies and student recruiters make decisions based on gut feeling or manual reports built in Excel. The truth is: if you’re not tracking your data, you’re flying blind
In today’s competitive education industry, businesses that use analytics have a clear advantage. They know where their students want to go, which programs are selling, and how efficiently their team is operating. The result? Smarter decisions, better conversions, and more revenue.
Every agency wants more students, faster processes, and stronger partnerships with schools.
Analytics can help you get there because it answers the questions that matter most:
What programs and destinations are most in demand?
Which counselors are closing the most deals?
How long does it take to convert a quote into a sale?
Where are we losing students in the process?
When you know the answers, you can stop guessing and start optimizing.
Not all numbers are created equal. Over the years, we’ve seen that agencies that track the right metrics don’t just work smarter, they grow faster! Here are the key metrics that truly make an impact on your business:
Quotes show interest. Sales show reality.
Tracking both provides insights that you wouldn’t see otherwise. If you notice high demand for one destination (lots of quotes) but more actual sales for another, what does that mean?
Is the first destination harder to sell?
Do students love it but drop off because of price or visa challenges?
Does your team need better tools or training to close those deals?
👉 Ask yourself:
Are we converting the destinations and programs students ask for? Or are we losing opportunities because we don’t understand what’s blocking them?
A low conversion rate means something is broken in your process. Maybe you’re not following up fast enough, or your proposals don’t stand out. And if conversion takes too long, students might choose another agency.
👉 Ask yourself:
If 80% of students don’t convert, do we know why? What can we improve today to change that?
You might think General English is your star, but maybe Work & Study programs are driving most of your sales. Data removes assumptions.
Are you spending marketing money promoting what students ask for or what they actually book?
Are your social media campaigns aligned with real demand?
👉 Ask yourself:
Do we know which products or destinations generate the most revenue for us? Or are we guessing?
Data here is about growth, not blame. If one counselor sells 10 times more than others, what’s their secret? Can you replicate it? Or maybe some counselors handle harder markets, which means they need better resources, not criticism!
👉 Ask yourself:
Do we really know what makes our best counselors successful? And are we using that knowledge to level up everyone else?
Data is only powerful when you use it to make decisions. By analyzing your quotes and sales, you can:
✔️ Identify trends before they happen
✔️ Focus on products and destinations that truly drive revenue
✔️ Improve team performance with clarity
✔️ Strengthen partnerships with schools using real numbers
The best part? You don’t need to be a data analyst or set up complex tools. If you’re already working in Edvisor, you already have the data. Our platform automatically tracks your quoting and sales activity, then turns it into easy-to-read dashboards!
No extra work, no integrations, no spreadsheets!
So you and your team can stop guessing and start making strategic decisions with confidence.
Check out our Guide to Sales Reports and Guide to Quote Reports to start making data-driven decisions today.
Not using Edvisor yet? Sign up now and see how easy it is to track your quotes and sales in one place. It could change the way you run your business.