Skip to content

Summary Tile

Marketing > Marketing Dashboard > Summary Tile

The summary tile gives information about new enquiries and pending applications, also a user can create new enquiries/applications from the tile.

How to use

  This icon will allow you to refresh the specific tile.

A user can change the date range from the Calendar given in the top right corner of the tile to fetch the required data.

The + button is a hyperlink from where a user can create New Enquiries and New Applications. The count adjacent to the application is a hyperlink that shows a listing screen of pending applications

Screenshot of the TEAMS Summary Tile showing a quick snapshot of leads, applications, and agent activity metrics.

The list can be described as written below:

Student Enquiries: The total number of enquiries received directly from students (Count: 2) is a hyperlink.

Agent Enquiries: The total number of enquiries received from agents (Count: 2) is a hyperlink.

Conversion Percentage: The rate at which enquiries are converting into an outcome (Value: 37.50%).

Applications: The status and financial value of applications. The count written 2/3 is a hyperlink to the application listing screen.

Enrolments: The status and financial value of overall enrolments.

Direct Enrolments: The status and financial value of enrolments that were not received via an agent.