All about Course vs Stage Dashlet

All about Course vs Stage Dashlet

Overview

The Course vs Stage Dashlet helps you analyze the total number of leads at each stage and substage for every course. It provides a comprehensive view of the lead journey across different courses, enabling better decision-making and lead management.

Core Functionalities

  1. Lead Stage and Substage Analysis
    1. Displays the number of leads at different stages and substages for each course.
    2. Provides a clear breakdown of lead progression, helping track performance and identify bottlenecks.
  2. Course-Wise Lead Distribution
    1. Segregates the leads stage-wise concerning each course.
    2. This enables you to compare lead performance across multiple courses.
  3. Date Range Filtering
    1. Apply a Date Range to:
      1. Filter data for a specific time frame.
      2. Choose from a pre-defined date range or customize the range to view data for a particular period.
  4. Quick Data Download
    1. Easily Download Data for further analysis by clicking on the download icon.
    2. The data is exported in CSV format, making it easy to analyze and generate reports.

Enabling and Managing Course vs Stage Dashlet

How to Enable Course vs Stage Dashlet

If the Course vs Stage Dashlet is not enabled by default, follow these steps to add it:

  1. Navigate to Admin Dashboard:

    • Go to Dashboard > Admin Dashboard from the left-hand navigation panel.

  2. Add the Dashlet:

    • Click on "Add Dashlet".

    • Select the Course vs Stage Dashlet from the list of available dashlets.

    • Toggle it ON to enable the dashlet.

  3. Save View:

    • Click on Save View to apply the changes and add the dashlet to your view.

IdeaPro Tip: Refer to the article Overview of Admin Dashboard for detailed instructions on adding and managing Dashlets.

Using Quick Actions in Course vs Stage Dashlet

The Course vs Stage Dashlet offers 3 Quick Action options:


  1. Apply Date Range:
    • Select a desired date range and click Apply to filter the data accordingly.

  2. Download Data:
    • Click on the Download button to export the data in CSV format for detailed analysis.

  3. Filter Publisher/Channel:
    • Use the Filter icon to refine data by publisher or course for deeper insights.

Conclusion

The Course vs Stage Dashlet provides valuable insights into lead distribution across different courses and stages. By enabling you to track and analyze lead progress, this dashlet helps in enhancing lead management, optimizing marketing strategies, and improving overall enrollment outcomes.