Read the Command Center CRM tiles

• Finance
• Admin
• Needs: Network Dashboard
• Needs: CRM
• Desktop
• Draft

If you don't see this

• It needs the Network Dashboard permission. A director grants it under Manage School → Staff → Permissions.
• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

These tiles summarize your admissions funnel across the selected schools. For one school's leads and tours, use the CRM dashboard.

Before you start

• Finish Open Command Center and pick your schools first.

Steps

1. Open Dashboards → Command Center and scroll to CRM. Add missing tiles from the Tile Bank.

   Screenshot coming soon01 · /command-center

   The CRM section of Command Center

2. Read each tile, and click it for detail:
   • PipelinePulse (needs can_access_crm): a 0–100 CRM-health score from response speed, follow-up, tour conversion and lead volume. View By School › opens the per-school breakdown; Avg Response opens response time by school.
   • CRM Conversion (needs can_access_crm): leads, tours and registrations for a date range. The download icon creates a CRM Metrics PDF. With several schools, View By School › lists each school's children.
   • Registration Leader Board (needs can_access_crm): paid registrations ranked by school for the week, month (MTD) and year (YTD). Click a school to see who registered that week.
   • Lead Quality (needs can_access_crm): the top lead sources, total leads against registrations.
   • Lead Quality (heat version, needs can_access_crm): active leads as Hot, Warm and Cool plus source conversion; click the predicted total for the children.
   • Lead Quality (compact) (needs can_access_crm): source bars with their own date picker.
   • Predicted Enrollment (compact) (needs can_access_crm): Hot, Warm and Cool leads with the total predicted enrollments.
   • Paid Registrations (needs can_access_crm): paid re-enrollment for a school year, retention %, unpaid and missing children. View Breakdown › lists children; on Missing, tick children and click Send Registration Invoice. Download everything as CSV.
   • Avg Response Time (needs can_access_crm): how fast schools answer new leads (YTD, month, 7 days) against the network.

Tips

• By default the CRM section shows CRM Conversion, Registration Leader Board, the two compact tiles and Avg Response Time. Paid Registrations sits in Enrollment & Capacity.