Counsellor Report
Overview:
This section provides an overview of the performance of Counsellors. It states the leads generated, conversion of leads to admissions etc and provides a report for the same.
View Counsellor Report:
Select the Report section present near the SMS tab.
Select Counsellor Summary under Counsellor Report
Field | Description |
Date Criteria | Update the Date criteria as per requirement. 1)Day-Displays report Daywise 2)Week-Displays report Weekly. 3)Month-Displays report Month wise. 4)Year-Displays report Year wise. 5)Fiscal Year-Displays the report according to the fiscal year 6)Custom-Displays report as per requirement by mentioning Start Date and End Date. |
Counsellor Name | Displays the name of the counsellor |
Total Enquiries | Displays the total Enquires handled by the counsellor |
Registered | Displays the number of Enquiries converted to Registered Status |
Admitted | Displays the number of Admissions done from the Enquiries |
Conversion % | Displays the Conversion done by the particular counsellor from Enquiry to Admitted in %. |
Total Registered | Displays the total number of registration done by the particular counsellor. |
Total Admitted | Displays the total number of Admission done by the particular counsellor. |
Follow Ups | Displays the number of Follow ups done by the counsellor |
Instalments | Displays the number of Instalments collected by the particular counsellor |
Total Collection | Displays the total amount collected by the particular counsellor |
View Specific Counsellor’s Report:
Viewing of Total Enquiries,Registrations,Admissions can be performed by following these steps
Select the Report section present near the SMS tab.
Select Counsellor Summary under Counsellor Report
Click on the number displayed across each counsellor as per your requirement.
Field | Description |
Total Enquiries | Displays the total Enquires handled by the counsellor |
Registered | Displays the number of Enquiries converted to Registered Status |
Admitted | Displays the number of Admissions done from the Enquiries |
Total Registered | Displays the total number of registration done by the particular counsellor. |
Total Admitted | Displays the total number of Admission done by the particular counsellor. |
Follow Ups | Displays the number of Follow ups done by the counsellor |
Instalments | Displays the number of Instalments collected by the particular counsellor |
Export Report:
Exporting of displayed Report is possible
Select the Report section present near the SMS tab.
Select Counsellor Summary under Counsellor Report
Click on the Export button present on the top right corner of the screen.
The Report will be downloaded in CSV format.