Overview

The Lead vs Application Dashlet in Meritto provides a graphical representation comparing the number of Leads generated and Applications successfully submitted over a specific period. It helps you track lead conversion trends, evaluate application submission performance, and assess the overall effectiveness of your admission process.

This article explores the core functionalities of the Lead vs Application Dashlet and guides you through its features, configuration, and benefits.

Core Functionalities

Understanding Lead vs Application Dashlet

The Lead vs Application Dashlet tracks and visualizes the cumulative number of leads versus successfully submitted applications over a defined period.

Viewing Lead vs Application Dashlet

To view and interact with the Lead vs Application Dashlet:

• The X-axis denotes time buckets, segmented by the selected date range.

• The Y-axis displays the count of leads and applications generated over the chosen period.

By default:

• The graph compares the number of leads with applications.

• Hovering over any point on the graph displays the count of leads and applications for that specific time period.

Key Functionalities

The purpose of this Dashlet is to help you keep up with your leads and application trends. The Lead vs Application Dashlet offers the following core features:

Applying Date Range

• Purpose: Filter data for a specific time range.

• How to Apply:

1. Click on the Date Range option.

2. Select a custom date range based on your requirement.

3. By default, the date range spans from the application start date to the current date.

Downloading Data

• Purpose: Download the graph data for offline analysis.

• How to Download:

1. Click on the Download button beside the Date Range option.

2. Save the file in your preferred format (usually CSV or Excel).

Switching Between Leads and Applications

• Purpose: View individual graphical representations for leads or applications.

• How to Switch:

1. Click on Leads to view the graph representing the number of leads in a given time range.

2. Click on Applications to view the graph representing the number of applications in a given time range.

3. By default, the dashlet displays a comparative view of both leads and applications.

Demo and Date Range Visibility

• Purpose: View a demo explaining the Lead vs Application Dashlet.

• How to Access:

1. Click on the Play Icon to watch a quick demo.

2. The selected date range is always displayed for reference.

Enabling the Lead vs Application Dashlet

The Lead vs Application Dashlet is enabled by default on the Admin Dashboard. If it is not visible, follow these steps to add and configure the Dashlet:

How to Enable Lead vs Application Dashlet?

1. Navigate to Admin Dashboard:

• Go to Dashboard from the main navigation.

• Click on Admin Dashboard.

2. Add Dashlet:

• Click on the Add Dashlet option.

• Search for Lead vs Application in the available options.

3. Toggle On and Save:

• Toggle the Lead vs Application Dashlet to ON (Blue Color).

• Click on Save View to apply the changes.

Pro Tip: Refer to the article: Overview of Admin Dashboard for detailed instructions on configuring Dashlets.

Conclusion

The Lead vs Application Dashlet provides a dynamic, visual representation of lead and application trends, enabling you to make data-driven decisions and optimize your admission processes. By utilizing the available filters, date ranges, and download options, you can gain valuable insights into your application performance and improve overall lead conversion rates. This Dashlet is a vital tool for tracking lead-to-application conversions and refining admission strategies for future success.