Enrollment Overview
Enrollment → Overview (titled Enrollment Command) is the enrollment leader’s dashboard. It draws on the Applicant CRM, the Enrollment Agent and the knowledge base.
Before you start
Section titled “Before you start”- You need view applicants.
Cycle selector
Section titled “Cycle selector”Choose the admissions cycle to view. Applicant-based figures show the change against the previous cycle. The Enrollment Agent and Knowledge Base figures are not filtered by cycle and are marked All terms.
Overview tab
Section titled “Overview tab”- KPI row: Total Applicants, Admitted, Agent Chats, KB Sources and Avg Progress, each with a supporting figure such as deposits paid or conversations needing review.
- Cards for Applicant CRM, Enrollment Agent and Knowledge Base, each with View.
- Strategy Engine: the four campaigns with the widest reach, with engagement and return. Select one for its details, or View All Campaigns.
- Enrollment Funnel: inquiries, applicants, admitted and deposits, with yield rate, enrolled and average progress.
- EM Insights: a saved feed of generated insights, with Generate Insights or Refresh Insights, and Full Report for a longer generated report. Reports are written only from the figures on the page; the assistant is not allowed to estimate.
Customize
Section titled “Customize”Customize opens the metric composer. Choose a metric (Applications, Admitted, Deposits, Yield Rate, Melt Rate), one or more breakdowns (time, state, student type, source channel, department) and a chart style, then Add to Dashboard. Saved widgets appear under Active Widgets, where they can be switched off or deleted. Widgets are saved per user.
Quick Actions
Section titled “Quick Actions”Create Campaign, Upload KB Source, Review Escalations and Process Documents open the corresponding screens.
Requires human attention
Section titled “Requires human attention”This tab gathers everything across Enrollment that is waiting for a person: campaign approvals, escalated agent conversations, document reviews, draft template approvals and knowledge-base questions the assistant could not answer confidently. Columns are Item, Submitted, Topic, Urgency and Assigned to.
Select a row to open the review drawer, which shows the topic, urgency, when it was submitted and where it came from, lets you set Assigned to (needs manage review queue), and has a button that opens the item where it lives: Campaigns, Templates, Conversations, Document Analysis or Knowledge Base.
Related
Section titled “Related”View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.