What are the Dashboards to Look for in an Education CRM?

Dashboards play a crucial role in an Education CRM, as they offer admission heads and counselors a clear and concise overview of essential information and metrics. These dashboards enable quick and easy access to the data needed to make informed decisions. As CRM is one of the most valuable tools for the education industry, it should provide a variety of dashboards specifically designed to streamline the admission and enrollment process.

In this blog by Meritto (formerly NoPaperForms), we will delve into the importance of dashboards in an Education CRM and explore how they can help you streamline your business operations and drive enrollment growth. We will provide insights into the specific types of dashboards that can empower you to make data-driven decisions, optimize your admissions workflow, and enhance your overall efficiency. Join us as we uncover the power of education CRM dashboards and their impact on your institution’s success.

Key Benefits of Dashboards

• Data Visualisation: Dashboards allow users to view data in a visual format, such as charts and graphs, which can make it easier to understand and interpret large amounts of information.
• Real-time data: Dashboards can be configured to display real-time data, which allows users to make decisions based on the most current information.
• Customisation: Dashboards can be customized to display the specific data and metrics that are most relevant to a particular user or role.
• Accessibility: Dashboards can be accessed from any device with internet access, which allows users to view data and make decisions from anywhere.
• Increased efficiency: Dashboards can help users quickly identify trends and patterns in data, which can help them to make more informed decisions and increase efficiency.
• Centralised: Dashboards can be used to centralize data and metrics from different sources, which makes it easier to view and manage all relevant information in one place.

Important Dashboards to look for in a CRM

There are various types of dashboards that are present an admission/enrollment CRM to track and manage different aspects of the enrollment process. Thus, educational organisations need a CRM that is built with vital dashboards and caters to their business needs. Mentioned below are some of the most beneficial dashboards in education CRM:

• Application Dashboard: This dashboard can be used to track the status of student applications, such as the number of applications received, the number of applications that have been reviewed, and the number of applications that have been accepted or rejected.
• Enrolment Dashboard: The overall journey from lead/ enquiry to enrolment can be easily viewed on this dashboard. Counsellors/ sales representatives can view the number of students who have enrolled, the enrollment rate, and the demographics of the enrolled students, etc.
• Marketing Dashboard: Tracking the effectiveness of marketing campaigns is of utmost importance as many strategic decisions are based on it. This one lets you view the number of leads generated, most effective campaign, best-performing channels, the number of applications received, and the conversion rate from leads to applications, and much more.
• Financial Aid Dashboard: Tracking the number of students who have applied for financial aid, the amount of aid awarded, fee submission, and the number of students who have submitted request for refund, etc. becomes easy and simple with this dashboard.
• Communication Dashboard: Amongst all the dashboards in education CRM, this one is very essential as it enables you track the overall communications between the institution and prospective students. Such as the number of emails sent, the number of phone calls made, SMS sent, and their open/ response rate.
• Retention Dashboard: This dashboard can be used to track the number of students who have returned to the institution after their first year, the retention rate and the reasons for the students who did not return.
• Student-centric Dashboard: Another major dashboard to look out for is this one as it enhances the customer experience. This dashboard is mainly for the candidate/ student enrolled and allows them to view their course details, submit the application, make fee payment, download and submit course material and much more!

It is important for institutions to evaluate their specific needs and choose the dashboards that meet those needs. Meritto’s (formerly NoPaperForms) Education CRM comes with the above mentioned and 100+ other advanced dashboard that make the enrolment process smooth as butter for you. Schedule a demo today and learn how you can get handy with dashboards like these!