Customize your dashboard within Enrollio so that you and your team can view the metrics important for your studio! 

Choose from any of the following metrics below. 

Contact Count

  • Contacts Counts by Tags - Contacts distribution by tags

    Example: Segment contacts by classes they're interested in, like 'Ballet', 'Hip-Hop', or 'Adult Classes'

  • Contacts Counts by Activity - The number of contacts with activity and activity type

    Example: Monitor engagement by tracking activities like class sign-ups or open house attendance.

  • Contacts Counts by Type - Contacts distribution by type

    Example: Distinguish between new inquiries, current students, and alumni.

  • Contacts by Assigned user - Contacts mapped to the assigned users

    Example: Assign staff members to follow up with specific inquiries or students.

  • Contacts by Company Name - Contacts mapped to different company names

    Example: If working with schools or organizations for group classes, track contacts by entity.

  • Contacts Count Over Time - Count of contacts added over time

    Example: Observe trends in enrollment inquiries over different seasons or marketing campaigns.

  • Contacts Count (Logged in user) - Count of contacts that for logged in user

    Example: Enable staff to see their individual follow-ups and contacts' status.

  • Contacts with email - Count of contacts with email

  • Contacts without email - Count of contacts without email

  • Contacts with phone number - Count of contacts with phone number

  • Contacts without phone number - Count of contacts without phone number

  • Total Contacts Count (till date) - Total number of contacts created till date

    Example: Count current and past students, inquiries and leads

  • Total Contacts Count (this month) - Total number of contacts created this month

    Example: Gauge effectiveness of marketing efforts and overall growth


Appointment

  • Appointment Count - The number of appointments. Count can be grouped by various criteria.

    Example:Keep track of all appointments including trial classes, rehearsals, and parent meetings.

  • Appointment Count over a date range - The number of appointments in the selected time period.

    Example: Plan for busy periods by viewing appointments scheduled during recital season.

  • Confirmed Appointments Count - The number of confirmed appointments for selected time periods.

    Example: Ensure staff preparedness by knowing the number of confirmed appointments.

  • Showed Appointments Count - The number of showed appointments for selected time periods.

    Example: Analyze the success of trial classes and the conversion rate to regular enrollment.

  • No-Show Appointments Count - The number of no-show appointments for selected time periods.

    Example: Identify patterns in no-shows to improve scheduling and reminders.

  • Cancelled Appointments Count - The number of cancelled appointments for selected time periods.

    Example: Monitor cancellation rates to understand potential issues with scheduling.

  • Appointment Counts by Status - The number of appointments distribution by status.

    Example: Organize appointments by status such as 'Scheduled', 'Completed', or 'Cancelled'.

  • Appointment Counts by Group - The number of appointments mapped to calendar groups.

    Example: Coordinate classes and instructors by grouping appointments by class type.

  • Appointment Comparison by Source - Comparison of the number of appointments coming from different sources.

    Example: Evaluate the effectiveness of different marketing channels for trial class bookings.

  • No-Show Appointment Count Over Time - Count of No-Show appointments over time.

    Example: Track no-show trends to improve booking policies or follow-up procedures.

  • Cancelled Appointment Count Over Time - Count of Cancelled appointments over time

    Example: Understand cancellation trends for better scheduling efficiency.

  • Upcoming Appointments for next week - Total number of upcoming appointments for next week

    Example: Anticipate the upcoming week’s workload and staffing needs.

  • Upcoming Appointment for next week (Logged in user) - Number of upcoming appointments for the logged in user

    Example: Let instructors view their own upcoming teaching schedule.

  • Last Month Created Appointments - Total appointments created in the last month

    Example: Review the previous month’s appointment data for planning and analysis.

  • Last Month Created Appointments (Logged in user) - Total appointments created in the last month for logged-in user

    Example: Allow individual instructors to review their previous month’s activity.

    Opportunities

  • Abandoned Opportunity Value - The monetary value of lost opportunities

    Example: Identify potential revenue lost from dropped inquiries or unfulfilled interest.

    Opened Opportunities - The number of opened opportunities

    Example: Track new potential business from inquiries or referrals.

  • Won Opportunities - The number of won opportunities

    Example: Celebrate the success of turning inquiries into enrollments.

  • Lost Opportunities - The number of lost opportunities

    Example: Learn from lost opportunities to improve future engagement and retention.

  • Abandoned Opportunities - The number of abandoned opportunities

    Example: Analyze why potential students did not follow through with enrollment.

  • Opportunity Count - The number of total opportunities

    Example: Keep an overall count of potential, won, and lost business opportunities.

  • Opportunity Counts Over Time - The number of opportunities distributed over a time period

    Example: View trends in opportunities to predict busy enrollment periods.

  • Opportunity Revenue Over Time - The revenue generated by opportunities distributed over time

    Example: Assess the financial health of the studio from month to month.

  • Opportunity Counts by Status - The number of opportunities grouped by status

    Example: Manage the sales pipeline by tracking where each opportunity stands.

  • Opened Opportunity Value - The monetary value of opened opportunities

    Example: Estimate potential revenue from new inquiries.

  • Lost Opportunity Value - The monetary value of lost opportunities

    Example: Understand the financial impact of lost business.

  • Abandoned Opportunity Value - The monetary value of abandoned opportunities

    Example: Gauge the monetary value of interest that didn’t convert.

  • Won Opportunity Value - The monetary value of won opportunities

    Example: Measure the financial success of converting inquiries to enrollments.

  • Total Opportunity Value - The total monetary value of all opportunities

    Example: See the overall potential revenue from all current opportunities.

  • Won Opportunities Value This Month - The total monetary value of won opportunities this month

    Example: Summarize the financial gain from all new enrollments this month.


    Calls

  • Incoming calls by status - The number of incoming calls grouped by status

    Example: Manage the call queue effectively by knowing the status of all incoming calls.

  • Outgoing calls by status - The number of outgoing calls grouped by status

    Example: Track the results of follow-up calls made to inquiries or current students.

  • Incoming calls total call duration - The total duration of all the incoming calls

    Example: Get a sense of how much time staff spend on the phone with inquiries.

  • Outgoing calls total call duration - The total duration of all the outgoing calls

    Example: Monitor time spent on outbound calls for follow-ups or confirmations.

  • Incoming calls avg. call duration - The average duration of all the incoming calls

    Example: Assess the efficiency of the reception handling inquiries.

  • Outgoing calls avg. call duration - The average duration of all the outgoing call

    Example: Evaluate the effectiveness of follow-up calls.

  • Total calls placed by call attendee - The total outgoing calls done grouped by the user who made the call

    Example: Review call activity by staff to assess productivity.

  • Incoming calls avg. call duration by call attendee - The average duration of all the incoming calls grouped by the attendee

    Example: Understand staff performance in managing incoming calls.

  • Outgoing calls avg. call duration by call attendee - The average duration of all the outgoing calls grouped by the attendee

    Example: Analyze individual staff efficiency on outbound calls.

  • First time call by status - The number of incoming calls received for the first time, grouped by status

    Example: Prioritize follow-up for first-time callers based on their interest level.

  • First time call avg duration - The average duration of incoming calls received for the first time

    Example: Evaluate initial call handling to ensure quality customer service.

  • First time call avg duration by call attendee - The average durations of incoming calls received for the first time, grouped by the attendee

    Example: Train staff based on the average handling time of new inquiries.

  • First time call total duration - The total duration of incoming calls received for the first time

    Example: Understand the time investment required for new potential leads.

    General

  • Opportunity Status - The number of opportunities grouped by status

  • Opportunity Value - The total monetary value of all opportunities distributed by status

  • Conversion Rate - The conversion rate (%) and revenue generated by won opportunities

  • Funnel - The funnel distribution by stages, highlighting conversion rates between stages

  • Stages Distribution - The number of opportunities distributed by stages

  • Tasks - The list view of all the tasks added

  • Lead Source Report - An overview of total leads by source

  • Google Analytics Count - A numeric overview of the Google Analytics report

  • Google Analytics Chart - The number of total views

  • Google Business Profile - A numeric overview of the Google Business Profile

  • Facebook Ads Report - The total clicks, amount spent, Click-Through Rate (CTR), and Cost Per Click (CPC) for Facebook ads

  • Google Ads Report - The total clicks, amount spent, CTR, and CPC for Google ads

    Other

  • iFrame - Embed an iFrame into dashboard

    Example: Google Sheets, YouTube Video, Social Feed, Local News, Google Data Studio