Sales team
Reports
Two screens show how your enquiries are doing. The Dashboard shows today and one month at a glance, and Reports compares longer periods.
ForSchool owner
Who can see them
The Dashboard opens when you sign in. Open Finance › Reports for the Reports page, or click Revenue at the top of the Dashboard.
Reports, and the Dashboard's charts, need the Reports feature in your plan. By default the Owner, Sales, Operations Manager, Accountant and Viewer roles can open them.
Each Dashboard card appears only for people allowed to see what it counts, and Who converted what is the owner's by default. To change who sees what, see Team & permissions.
The Dashboard
The month picker at the top changes the month's panel, the trend and the rings. Right now always shows today.
| Card | What it counts |
|---|---|
| My Enquiries | The enquiries you hold, by status, and how many are Waiting to be claimed. |
| Open enquiries | Your school's own open enquiries, and how many are not yet claimed. YogaTribex leads are not included. |
| Enquiries | Everything that arrived in the month, including YogaTribex leads you claimed, and how many of them converted. |
| Enrolments | Bookings taken in the month. |
| Conversion rate | The share of the month's enquiries that became students. |
| Never answered | The month's open enquiries nobody has contacted. It shows only when there are some. |
Enquiries and enrolments plots both, day by day through the month. Under Your pipeline, up to four rings describe the month's arrivals:
- Where leads come from splits them by source, such as Mini website.
- What brought them groups them by effort, such as Social or Direct & referral.
- What became of them shows Converted, Still open and Closed, not converted.
- Did anybody reply shows Answered, and Still waiting for open ones nobody has contacted.
The Money card shows money received all time and in the month, bookings taken, and what has been asked for but not yet settled. Each currency has its own total.
Who converted what ranks colleagues by the bookings from enquiries they held, with what those bookings are worth. It counts every booking so far, and appears once two or more colleagues have one.
The Reports page
Pick the period at the top right: Last 30 days, Last 90 days or Last year. It opens on the last 90 days.
| Card | What it counts |
|---|---|
| Leads | Everything that arrived in the period, including YogaTribex leads you claimed. |
| Still open | Of those, the ones not yet converted or closed. |
| Converted | Of those, the ones that became students, even if they enrolled after the period. Its badge is the conversion rate. |
| Enrolments | Bookings made in the period. |
Lead figures follow the enquiries that arrived in the period. Enrolments and payments are counted by their own booking and payment dates.
How long people waited to hear back
This card times each lead from arriving to your team's first message or call. Statuses & follow-ups lists what counts as that first contact.
- Typical reply is the median time, so one very late reply does not hide many quick ones.
- Within an hour is the share of answered leads that were answered within 60 minutes.
- Never answered counts open leads nobody has contacted yet.
Reply distribution splits the period's leads into Within an hour, Answered later, No reply and Other leads. Other leads are closed ones with no reply time.
When leads are waiting, the card says how many, with a Work the pipeline link to your enquiries. When none are, it says Everyone got a reply.
Where they came from, and money received
Where they came from lists each source with two bars: the leads that arrived, and how many converted. The figure beside each is its conversion rate, and Best rate marks the highest.
The eight biggest sources show first, with a button to show the rest.
Money received totals the confirmed payments in the period, one tile per currency. Different currencies are never added together.
