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
