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All about Counsellor Dashboard

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Counsellor dashboard provides insights to the counsellor about the leads that have been assigned to them. This can be accessed by going to Counsellor Dashboard from the Dashboard sidebar.

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Counsellor Dashboard:

  1. Allocation Snapshot: This graph shows the total leads and/or application assigned to the counsellor.
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  2. Lead Stage Segregation: This chart shows the segregation of leads between stages and untouched leads.
    Note: Untouched Leads which haven't been upgraded to a higher stage or not followed up or for which no note has been added.mceclip4.png

  3. Application Stage Segregation: This chart shows the segregation of applications between stages and untouched applications. You may choose the form from top right corner of this block.

    Note: Untouched Applications that haven’t been upgraded to a higher stage or not followed-up or for which no note has been added.mceclip5.png

  4. Engagement Chart: This chart shows day-wise allocation and engagement by actions such as.

    1. Changing Stage

    2. Adding a follow-up or note

    3. Sending single SMS and email

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      You May filter the data according to your convinient date range. The data can also be downloaded from the right corner of the block.

  5. Activity Feeds: This field tells you about all the activities done by the counselor. You can find all the call recordings of the calls made and received. mceclip8.png

  6. Follow-up Calendar: Allows you to set up dates for follow up.mceclip9.png

Productivity Report:

Counsellor Productivity is a quick snapshot view of a counsellor's performance. The report lists counsellor name and statistics for various parameters. The data can be filtered for the various date ranges and downloaded as CSV too.

    1. Leads: Displays all the leads in the platform

    2. Application: Displays all the applications in the platform

To know more about counsellor productivity report refer to this article: Overview of Counsellor Dashboard

Follow Up Task: 

It helps to track follow-ups across a period of time. The following are the various sections of the Follow-Up Task section

    1. Today’s Follow-up: Shows the leads/applicants who should be followed up for the day.

    2. Upcoming Follow-up: The follow-ups that have been scheduled.

    3. Overdue Follow-up: The follow-ups that were scheduled but never completed.

    4. Completed: The follow-ups that have been completed

 Read more about it here Follow Up Dashboard