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Read the CRM dashboard

  • Director
  • Admin
  • Needs: CRM
  • Desktop
  • Draft

The CRM dashboard shows your school's lead pipeline at a glance. It covers the school picked in the header, and switching schools reloads every tile.

Steps​

  1. On the sidebar, open Dashboards and choose CRM.
    The CRM dashboard with the Overview band and CRM tiles
  2. Read the Overview band across the top:
    • PipelinePulse: a score built from lead volume, response time and conversion.
    • Total Leads: new leads in the selected month. Tap the month label to switch months, or tap the tile for the list.
    • Avg Time To Enrollment: average days from inquiry to enrollment, with the Network Avg.
    • CRM Chat: open text conversations. Shows only when your school has texting.
    • Upcoming Tours: the next tours. Tap to open the Tour Calendar.
  3. Read the CRM section below it:
    • Hot Leads: the leads to work next, grouped by how recently they engaged.
    • CRM: Conversion: leads, tours and registrations for a date range, with MoM and YoY change.
    • Lead Quality: registrations against total leads for each lead source.
    • Predicted Enrollment: active Hot, Warm and Cool leads and how many are expected to enroll. Tap the total for the list.
    • Registration Leader Board: your network's schools ranked by paid new registrations this week, with YTD, MTD and WTD columns.
    • Registered Status: registered children who haven't started, with checks for REG FEE, ONBOARDING and MEDICAL. Tap a row to open the child.
  4. Open More (top right) for Manage Tour Settings, Edit Targets, View Old Dashboard, Edit Layout and Reset Layout.
    The More menu with CRM and Layout options

Tips​

  • The search icon next to More finds any child and opens their lead details.
  • On a phone there is no CRM dashboard. My Day has Upcoming Tours, Follow-Ups and CRM Chat.