Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
A single page to print or read aloud in a leadership meeting. Nothing is calculated differently here: each card is the same figure you would find on its own tab, so there is never a second version of the truth.
Order of the page
- Enrollment — who is in class, what is coming.
- Marketing — traffic in, leads in, how many became students.
- Financial — what is booked.
- Academic — completion, withdrawal, certification.
- Career Outcomes — certified graduates and placements.
The 30d / 90d / 12mo buttons apply to the "in range" cards (leads, enrolled, booked); the "right now" cards (current students, upcoming cohorts, seats) ignore the window.
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| Current students | People at the Started stage right now — in class today. Comes from the all-time roster, not the date window. |
| Enrolled in range | People who reached Enrolled or beyond and arrived inside the window. |
| Upcoming cohorts | Scheduled classes with a published start date in the future. |
| Seats available | Empty seats across those upcoming cohorts — each one is tuition waiting. |
| Visitors today | Unique website visits since midnight Texas time. |
| Leads in range | Inquiries that arrived inside the window, with the monthly pace underneath. |
| Top lead source | The single "how they heard about us" answer that produced the most leads. |
| Lead → enrollment | Enrolled ÷ leads, as a percentage. |
| Tuition booked | Published tuition across everyone enrolled in the window. |
| Average tuition booked | Tuition booked ÷ enrolled students. |
| Open pipeline (face value) | Tuition attached to everyone still open and not yet enrolled. |
| Outstanding balances | Not tracked yet — will activate when payment-plan balances are connected. |
| Completion rate | Completed ÷ started, for the window. |
| Withdrawals / closed out | Inquiries closed with a recorded reason. |
| Certification rate | Certified ÷ completed. |
| Active programs | Distinct programs with someone enrolled. |
| Certified graduates | People with the certified flag — the number workforce funding is awarded against. |
| Placements | Graduates with an employer on record. |
| Placement rate | Placed ÷ certified. |
| Employers hiring | Distinct employers named on graduate records. |
3Enrollment
Four cards (Current students, Enrolled in range, Upcoming cohorts, Seats available), the enrollment trend line, enrollments by program, and a table of upcoming cohorts with seats, enrolled and open seats. Open seats are the fastest revenue in the building: the class is already scheduled.
4Marketing
Visitors today, Leads in range, Top lead source and the lead-to-enrollment percentage, plus a chart of leads by source. "Source" is what people ticked on the form or, for website visitors, the link they came from (Facebook, Google, direct…). See the Marketing ROI tab for cost per student once ad spend is entered.
5Financial
Tuition booked, Average tuition booked, Open pipeline at face value, and Outstanding balances (not yet tracked). The note underneath states plainly that these are booked amounts, not cash collected; cash is on Transition Enroll › Payments.
6Academic
Completion rate, Withdrawals / closed out, Certification rate and Active programs. Completion and certification come from the stages staff record on the Student Records tabs (Class Progress, Certification & Testing).
7Career Outcomes
Certified graduates, Placements, Placement rate, Employers hiring, and a table of the top employers by graduates placed. This is the start of the staffing division's client list: every employer that has hired an All is Well graduate.
8Step by step
Prepare the monthly leadership page
- Click 30d at the top.
- Open Executive.
- Read top to bottom; each card is explained in the table above.
- For a printable copy use the Overview tab's Print / save PDF, or press Ctrl/Cmd+P here.
9If something looks wrong
10Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.