Understanding the EduCtrl Dashboard

The EduCtrl CRM Dashboard provides a real-time overview of key performance indicators (KPIs), helping education consultants and counselors monitor leads, applications, follow-ups, support tickets, and staff performance. Each staff member also gets a personalized view of their daily tasks and metrics.

Prerequisites

• You must have an active staff or admin account.

Step-by-Step Instructions

1. Log in to EduCtrl CRM using your staff or admin credentials.
2. From the left-hand menu, click on Dashboard to open the main overview screen.
3. The Dashboard is divided into several key sections:

KPIs Overview

• Open Leads
• Total Students
• Open Applications
• Open Support Tickets
• Graphical statistics showing:
  • Leads and Applications registered in the last 7 days

  • Students registered in the last 14 days

    

Lead Follow-up Tracking

Monitor today’s, due, and upcoming follow-ups for leads assigned to you.

Student Follow-up Tracking

Track student follow-ups that are due today, overdue, or coming up soon.

Application Task Reminders

View reminders for overdue tasks related to university applications.

University Applications Overview

• Total number of university applications
• Status-wise application counts (e.g., Pending, Document Ready, Rejected, etc.)

Student Stats

• Total Students
• Status-wise student counts based on configured categories

Lead Stats

• Total Leads
• Counts across different statuses (e.g., New, Cold, Rejected, etc.)

Ticket Stats

• New Tickets
• User Replied
• In Progress

Your Stats

A personalized performance summary that includes:

• Total Leads assigned to you
• Status-wise lead counts (e.g., New, Rejected, etc.)
• Your ticket activity, including:
  • New Tickets
  • User Replied

Branch-Level Filtering

By default, the Dashboard displays data from all branches assigned to you.

To view data for a specific branch:

• Use the Branch Filter located at the top of the Dashboard.
• Select your desired branch from the dropdown menu.

Clock-in / Clock-out Attendance Tracking

Located in the top-right corner of the Dashboard:

• Click Clock-in to start tracking your daily working hours.
• Click Clock-out to end your workday.
• This logs your attendance for internal reporting.

Tips & Best Practices

• Start your day by checking Follow-ups and Task Reminders.
• Use the Clock-in / Clock-out feature consistently to ensure accurate attendance records.
• Regularly review Performance Metrics to monitor and improve productivity.
• If managing multiple branches, use the Branch Filter to focus on specific branch data.

Troubleshooting and FAQs

Q: My dashboard data looks different from my teammate's.
A: Verify that you're both viewing the same branch using the Branch Filter.

Q: My attendance hours are missing.
A: You may have forgotten to Clock-in or Clock-out. Make it a habit to use the attendance button daily.