Agent Dashboard

You’ll learn how to:

• Understand the purpose of the Agent Dashboard and how it provides a centralised view of agent-related information.
• Learn how to search and select an agent and how dashboard data updates based on the selected agent.
• Identify the key features of the Agent Profile tile, including agent details, commission setup, and quick action options.
• Explore how the Applications tile helps track student applications and navigate to detailed application records.
• Understand how the Enrolments tile provides insights into student enrolments linked to the agent.
• Analyse agent performance using the Agent Performance tile, including different student lifecycle stages.
• Interpret financial data in the Financial Summary tile, including invoiced and received amounts across different stages.
• Learn how to use the “More” option to access detailed financial transaction records.
• Understand how the Document Log tile is used to upload and manage agent-related documents.
• Explore how the Communication Log helps track emails, SMS, and notes for effective agent interaction management.
• Recognise how the Agent Dashboard supports decision-making, performance monitoring, and operational efficiency.

IMPORTANT: At the end of this lesson, you’ll need to complete the quiz before moving on to the next topic.