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 one-screen health check. If you only look at one page a week, look at this one. Everything on it obeys the 30d / 90d / 12mo buttons at the top: the numbers count people who arrived inside that window.
How to read it in 30 seconds
- Inquiries up and Enrolled flat → a follow-up problem, not a marketing problem.
- Median response over an hour → go to Today and work the queue.
- A step in the funnel that loses most people → that is the conversation to fix (price, schedule, paperwork).
Buttons on this page
Print / save PDF prints the whole page (choose "Save as PDF" as the printer).
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| Inquiries | People who asked about a program in the window — website forms, website applications and Transition Enroll registrations and inquiries together. The small note converts it to a monthly pace. |
| Enrolled | Of those, how many reached Enrolled or beyond. The note is the share of inquiries. |
| Tuition booked | Published tuition added up across everyone who reached Enrolled or beyond. It is booked (promised), not collected (paid) — the Payments tab shows collected money. |
| Median response | The middle value of "minutes from arrival to first contact" across people who were contacted. Half were answered faster, half slower. The note is how many were never contacted. |
3Inquiries, enrollments and revenue over time
What it shows
Three lines by day (30d), by week (90d) or by month (12mo): inquiries, enrollments and tuition booked (right-hand scale, purple bars).
How to read it
- Inquiries rising while enrollments stay flat = leads are not being converted; look at Speed to Lead.
- Both rising together = marketing and follow-up are both working.
- A spike in inquiries on one day usually matches a post or an ad — check Website Activity for the source.
Where the numbers come from
Every inquiry record, by the date it arrived; enrollments by the date the person's record was created if they reached Enrolled. Hover a point for the exact value.
4The pipeline, end to end
What it shows
A bar for every stage from Lead to Employed with the number of people who reached at least that stage in the window. Everyone who is Enrolled is also counted at Lead, Contacted, Qualified and so on — it is cumulative.
The ten stages
Lead → Contacted → Qualified (shown as "Interested" on the board) → Application → Accepted → Enrolled → Started → Completed → Certified → Employed.
The note underneath
Says how many are parked with a close-out reason, so the bars and the total reconcile.
5Where the drop-off happens
What it shows
The same funnel as a percentage: what share of all inquiries survived to each stage. 100% at Lead, falling to the right.
How to use it
The biggest single drop is the step to fix first. A big drop from Contacted to Qualified means the first conversation is not landing; from Accepted to Enrolled it is usually money or the start date.
6Speed to first response
What it shows
Left: how many people were first contacted under 5 minutes, 5–60 minutes, 1–8 hours, over 8 hours, and never. Right: four cards — Answered within the hour, Answered later, Never contacted (with the tuition that represents), and Under 5 minutes.
Why it matters
A lead reached inside five minutes is many times more likely to enrol than one reached the next day. It is the cheapest thing on this dashboard to improve: it needs no advertising, only a phone.
Where the minutes come from
The database works out minutes from the moment the inquiry arrived to the first-contact time recorded on the dashboard (or in Transition Enroll). If nobody records the contact, it counts as never contacted — so record every call.
The full picture is on the Speed to Lead tab.
7Step by step
Compare this month with the quarter
- Click 30d, note Inquiries and Enrolled.
- Click 90d. If the 90-day enrolled share is higher than the 30-day one, recent leads are being lost faster than before.
Find the weak step
- Look at Where the drop-off happens.
- The bar that falls furthest below the one before it is the step losing the most people.
- Open the Pipeline tab and look at that column's cards.
8If something looks wrong
9Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.