Marketing Dashboard

This lesson explains how the Marketing Dashboard in TEAMS provides a consolidated view of marketing activity and performance across the organisation. It helps users track enquiries, applications, enrolments, and revenue while also analysing performance across intakes, programs, agents, and account managers.

• Explains how to access the Marketing Dashboard from the Marketing menu and use it as a central hub for reviewing enquiries, applications, enrolments, and revenue performance.
• Describes how the dashboard is organised into multiple tiles, each representing a specific dataset, and how the refresh icon allows users to update information based on the selected date range.
• Covers the Summary Tile, including key metrics such as Student Enquiries, Conversion Percentage, Applications, Enrolments, and Direct Enrolments, along with the ability to create new enquiries or applications directly.
• Explains the Alerts Tile and how it highlights web enquiries and applications, with clickable counts that allow users to drill down into the Application List for detailed review.
• Describes the Intakes and Program Tiles, including how they display application and enrolment counts, invoiced amounts, and follow specific business rules to ensure only valid and relevant data is shown.
• Highlights additional tiles such as Short Program, Agent, and Account Manager, along with the Agent Performance and World Map tiles, which provide insights into agent activity, performance trends, and country-wise application and enrolment distribution.

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