Overview

The Admin Dashboard in Meritto provides a comprehensive view of the admission process, enabling you to monitor the overall health and performance of your admission cycle. It features various Dashlets such as the Scorecard and Funnel Dashlets that offer detailed insights and trends. Additionally, the Admin Dashboard is highly customizable, allowing you to rearrange and organize Dashlets to suit your unique requirements.

This article explores the core functionalities, benefits, and configuration options available in the Admin Dashboard.

Plan & Permissions

• Access to Meritto CRM with Admin Dashboard access.

• Required Permissions:

• View Admin Dashboard – To access and monitor the Admin Dashboard.

• Manage Dashlets – To add, remove, or reposition Dashlets on the Admin Dashboard.

Note: If these permissions are unavailable, contact your Admin or Customer Success Manager to get the required access.

Core Functionalities

Understanding the Admin Dashboard

The Admin Dashboard provides a high-level overview of key admission metrics, helping you track progress and make informed decisions. It displays essential Dashlets that highlight real-time data on application submissions, payment statuses, lead-to-application ratios, and more.

Navigating to Admin Dashboard

To access the Admin Dashboard:

• Go to the Dashboard from the left-hand navigation menu.

• Click on Admin Dashboard.

Pro Tip: Admins can also bookmark the Admin Dashboard for quick access.

Adding Dashlets to Your Dashboard

A Dashlet is an individual graph or information block that makes up your dashboard which  provides data insights on a specific aspect of the admission process. You can customize your Admin Dashboard by adding, removing, and rearranging Dashlets to display the information that matters most to you.

How to Add Dashlets?

1. Click on “Add Dashlet”:

• Go to the Admin Dashboard and click on the Add Dashlet button.

2. Select Dashlets:

• Choose from a variety of available Dashlets.

• Toggle ON (blue) to enable a Dashlet or OFF (grey) to remove it.

3. Filter by Category:

• Use category filters to narrow down Dashlet options for easy selection.

4. Save View:

• Click on Save View to apply your changes.

Positioning Dashlets on Your Dashboard

You can reorganize your Admin Dashboard by rearranging Dashlets as needed.

How to Edit Layout?

1. Click on “Edit Layout”:

• Navigate to the Admin Dashboard and click on Edit Layout.

2. Drag and Drop:

• Drag and drop Dashlets to your preferred position.

3. Save Layout:

• Click on Save Layout to apply the changes.

Pro Tip: You can easily switch between multiple customized layouts depending on the requirements of different admission cycles.

Downloading Dashlet Data

To download Dashlet data:

1. Click on the Download icon located on the top-right corner of the Dashlet.

2. Save the file in CSV format.

Pro Tip: Downloading data allows for offline analysis and sharing with stakeholders.

Conclusion

The Admin Dashboard in Meritto serves as a powerful tool that offers real-time insights into the admission process, enabling admins to make data-driven decisions. By customizing Dashlets and monitoring key metrics,you can streamline operations and improve overall efficiency. Leveraging the Admin Dashboard empowers you to stay ahead in your admission strategy.

Related Articles

Refer articles below to read in-depth about specific Dashlets:

1. All About Scorecard Dashlet
   
2. All About Application Funnel Dashlet
   
3. All About Top Performing Channels Dashlet
   
4. All About Lead Funnel Dashlet
   
5. All About Lead Vs Applications Dashlet
   
6. All About Form Stage Wise Segregation Dashlet