Reports and Dashboards
How To Create Fields in Opportunity?
Introduction The Fields tab on the Opportunity listing page allows you to centrally create and manage opportunity fields. Once created, these fields can be associated with multiple opportunity lists, eliminating redundancy and significantly reducing ...
Configuring the Student Admission Portal (Applicant Flow Configuration)
Overview The Student Admission Portal serves as a centralized platform that applicants can access upon registering or logging in via the registration page. It is designed to streamline the entire admission process by offering a user-friendly ...
Different Tabs under User Productivity Report
Overview The User Productivity Report is a comprehensive dashboard designed to help track the performance and activities of users (counsellors, admission officers, etc.) over a selected date range. It gives management and team leads clear insights ...
All About Form Wise Application Dashlet
Overview The Form Wise Application Dashlet in Meritto provides a detailed breakdown of payment status and payment methods for applications based on different forms. This dashlet helps track the number of Paid Applications, Unpaid Applications, and ...
Data Visualization
Overview Data Visualization in Meritto transforms complex tabular data into clear, actionable insights through visually appealing graphs. This functionality is available directly within the Report Builder, allowing you to convert your reports into ...
Introduction to Workspace
Overview Workspace in Meritto provides a centralized hub where you can manage and access all your dashboards, ensuring that key data insights are available in one place. It streamlines your workflow by allowing seamless monitoring of key metrics and ...
All About WhatsApp Communication Stats Dashlet
Overview: What is a WhatsApp Communication Stats Dashlet? The WhatsApp Communication Stats dashlet offers a comprehensive view of WhatsApp performance, consolidating activity and engagement metrics into a single, easy-to-understand interface. How to ...
Workspace: Your Dashboard Management Solution
The Workspace feature provides a centralized hub where you can access all your dashboards, ensuring that all your important data insights are easily accessible in one place. This feature streamlines your workflow, enabling you to monitor key metrics ...
All About User Productivity Report
Overview The User Productivity Report provides a detailed view of lead owners' performance, offering insights into lead engagement, follow-up tasks, and application progress. It displays data on assigned leads, activities performed, follow-ups added, ...
Using Custom Metrics in Report Builder
Overview The Meritto Report Builder allows you to create and apply custom metrics across all generated reports. This feature helps tailor reports by applying specific conditions and parameters to track and analyze relevant data efficiently. Core ...
Building your Custom Reports with Meritto's Report Builder
Overview Meritto's Report Builder empowers you to create, customize, and manage reports to suit your business needs. It provides the flexibility to apply custom metrics, add relevant fields, and use filters to extract actionable insights. Reports ...
All About SMS Communication Statistic Dashlet
Overview The SMS Communication Statistic Dashlet provides a comprehensive overview of SMS performance by analyzing activity and engagement channels in a single snapshot. It enables you to monitor key SMS metrics such as delivery rates, click-through ...
All about Email Communication Statistic Dashlet
Overview The Email Communication Statistic Dashlet provides a comprehensive overview of email performance, highlighting key metrics such as delivery, engagement, clicks, bounces, and more. It categorizes email performance based on Activity ...
All About Top States and Cities Dashlet
Overview The Top States and Cities Dashlet provides a graphical representation of the top-performing states and cities contributing to the highest number of paid applications. It helps you analyze geographic trends and strategize your marketing ...
All About Lead Trend Dashlet
Overview The Lead Trend Dashlet provides a graphical overview of lead inflow into the system over different date ranges. It displays lead inflow trends by default on a weekly basis, with the X-axis representing the date range and the Y-axis ...
Application Trend Analysis Dashlet
Overview The Application Trend Analysis Dashlet provides insights into the daily influx of Paid and Submitted Applications over a specified date range. This Dashlet offers a graphical representation of application activity, allowing you to track ...
All about Product Sales Performance Dashlet
Overview The Product Sales Performance Dashlet provides insights into the total number of products sold, categorized into Single and Bundled sales. It helps you analyze the volume and type of product sales, enabling data-driven decisions to optimize ...
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 ...
All About Lead Time Slot Analysis Dashlet
Overview The Lead Time Slot Analysis Dashlet provides a comprehensive analysis of the exact time slots and days when your visitors convert into leads. This interactive dashlet offers valuable insights into lead conversion patterns throughout the day, ...
All about Application Funnel Dashlet
Overview The Application Funnel Dashlet provides a comprehensive breakdown of total applications received, segregated based on payment status. It further classifies paid applications by payment modes (Online, Offline, and Other) and unpaid ...
All about Scoreboard Dashlet | Admin Dashboard
Overview The Scoreboard Dashlet provides a comprehensive, bird’s-eye view of the entire admission cycle, consolidating key metrics such as leads, applications (paid and unpaid), queries, emails, SMS, and calls. It enables you to monitor critical data ...
All about Form Stage wise Segregation Dashlet
Overview The Form Stage Wise Segregation Dashlet in Meritto offers a detailed view of the current stage where students are in the form submission process. Often, students leave forms partially filled, making it difficult to identify where they ...
All About Zone-Wise Performance Dashlets
Overview The Zone-Wise Performance Dashlet enables you to monitor the performance of incoming leads across different zones. This Dashlet helps identify the best-performing zones, allowing you to filter data by publisher and date range to assess lead ...
All About State-Wise Performance Dashlet
Overview The State-Wise Performance Dashlet helps track the performance of incoming leads across different states. This Dashlet provides detailed insights into lead performance from each state, allowing you to assess effectiveness by filtering data ...
All About Website Page Analysis Dashlet
Overview The Website Page Analysis Dashlet illustrates the web pages that drive traffic to your website, leading to the completion of inquiries and application forms. It helps identify high-performing pages and assess areas for improvement, ensuring ...
All About Top Performing Channels Dashlet
Overview The Top Performing Channels Dashlet provides insights into the performance of top channels by tracking their contribution to lead generation and application conversions. It offers a quick view of how different channels are performing, ...
All About Lead Scoring Dashlet
Overview The Lead Scoring Dashlet helps evaluate lead interest levels and identifies leads that are more likely to convert. It provides a clear picture of lead quality by analyzing the channels through which the leads are generated, enabling you to ...
Overview of Admin Dashboard
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 ...
All About Lead vs Application Dashlet
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 ...
Leads by Device Dashlets
Overview The Leads by Device Dashlet provides insights into the number of leads generated through different device types. This helps you analyze user behavior, identify the most used devices, and enhance your marketing strategies by focusing on the ...
All About Lead Funnel Dashlet
Overview The Lead Funnel Dashlet in Meritto provides a complete representation of the Enquiry to Enrolment journey. It visually tracks the movement of leads across critical points such as starting an application, making a payment, submitting the ...
Lead to Application Conversion Dashlets
Overview The Lead to Application Conversion Dashlet provides a graphical representation of the total number of leads and their conversion into applications over a specified period. It helps you monitor trends, evaluate the effectiveness of your ...
All About Follow-Up Dashboard
Overview The Follow-Up Dashboard in Meritto is a centralized hub that allows you to efficiently track, manage, and organize all follow-up actions. It ensures that no interaction with leads or tasks requiring attention is missed. The dashboard ...
All about User Dashboard
Overview The User Dashboard in Meritto serves as a central hub for managing and monitoring lead-related activities. It provides a comprehensive view of counselor productivity, lead and application status, and follow-up tasks, ensuring that you can ...