Reports & Audit

Report: Enquiry → Admission funnel

See how enquiries convert to admissions, stage by stage. Find where you're losing prospects.

Report: Enquiry → Admission funnel

Reports → Admissions → Enquiry Funnel.

Shows how enquiries flow through each stage on their way to becoming active students.

The stages

  1. Enquiry — initial contact recorded.
  2. Converted to Admission — family decided to apply.
  3. Documents Approved — all required documents accepted.
  4. Admission Approved — admin signed off.
  5. Active Student — fees paid, enrolled.

How to read it

A horizontal-bar chart. The number on each bar is how many enquiries reached that stage. The percentage shows the conversion rate from the previous stage.

Look at the percentages — a low percentage between two stages means you're losing people there.

What healthy looks like

100 → 70 → 65 → 60 → 55 — most loss happens at the first step (families still shopping), then steady through to active.

What unhealthy looks like

100 → 80 → 30 → 28 → 25 — something is blocking at the documents stage. Chase the front office or the families.

Filters

  • Date range — defaults to current academic year.
  • Source — Walk-in / Online / Referral / Event. Compare which channels convert best.
  • Program — does CBSE convert differently from IB?
  • Campus — narrow to one location.

Drill-down

Click any bar to see the underlying enquiries. Useful for investigating "why are 12 enquiries stuck at Documents Approved?".

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