Understanding Your Enrollment Dashboard Metrics
Your dashboard gives you a real-time view of your enrollment pipeline, showing how prospective families move through your enrollment process from initial inquiry to enrolled.
Date Range Filter
The date range filter is based on when prospective families first entered your system. For example, if you see 4 enrollment opportunities marked as "OPEN," these are families who inquired between your selected date range.
Pro tip: Double-click any specific date to see only the families who inquired on that day.
[SCREENSHOT: Dashboard showing date range filter with example enrollment opportunities filtered by date]Conversion Rate
Your conversion rate shows the percentage of prospective families who became enrolled students. It's calculated by dividing the number of families in "WON" status by all families who inquired during your selected timeframe.
For example: If 1 family enrolled out of 5 inquiries, your conversion rate is 20%.
Note: The "WON" status is automatically added to your pipeline. You don't need to create a separate stage for enrolled families.
[SCREENSHOT: Dashboard showing conversion rate calculation with example numbers]Stage Progression Percentages
The percentages shown next to each pipeline stage indicate how many families progress to that stage. For example, if "Tour Scheduled" shows 80%, that means 80% of inquiring families moved forward to schedule a tour.
These percentages help you identify where families drop off in your enrollment process.
How the Funnel Chart Works
Your enrollment pipeline functions like a sales funnel. Each stage should represent a step closer to enrollment, such as:
- Inquiry Received
- Tour Scheduled
- Tour Completed
- Application Submitted
- Enrolled
Important: When a family reaches "WON" (enrolled), Enrollio assumes they progressed through all previous stages and increases the count for each stage by 1.
[SCREENSHOT: Example enrollment pipeline showing sequential stages from inquiry to enrollment]Understanding Stage Distribution vs. Funnel
The Funnel chart shows cumulative progression, while the Stage Distribution chart shows current status.
When to Use Stage Distribution
Use the Stage Distribution chart to track parallel stages like:
- No-shows
- Tour completed but didn't enroll
- Waitlisted families
- Declined offers
The Stage Distribution chart simply shows how many families are currently in each stage, without assuming progression through every stage.
[SCREENSHOT: Stage Distribution chart showing various enrollment statuses including no-shows and waitlist]Tracking Non-Sequential Stages
If you want to track stages like "No-show" without affecting your funnel percentages, keep these separate from your main progression pipeline.
Example: If 1 family didn't show for their tour and 1 family enrolled, your Stage Distribution will accurately show 1 no-show. But the Funnel chart would incorrectly suggest 40% of families become no-shows, when the real number is 20%.
Allowing Duplicate Opportunities
Want to track when families move through the same stage multiple times? Enable "Allow Duplicate Opportunities" in your pipeline settings.
This is helpful for tracking:
- Multiple tour reschedules
- Families who no-show then reschedule
- Re-engagement attempts
When you enable this setting, make sure your automations also have "Allow duplicate opportunities" turned on.
[SCREENSHOT: Pipeline settings showing "Allow Duplicate Opportunities" toggle]Setting Up Your Enrollment Pipeline
For best results, structure your pipeline stages to reflect your actual enrollment process. Each stage should represent clear forward progress toward enrollment.
Good pipeline structure:
- Inquiry Received
- Tour Scheduled
- Tour Completed
- Application Started
- Application Submitted
- Enrolled (WON)
Keep status stages like "No-show," "Not interested," or "Waitlist" separate so they don't skew your funnel analytics.