CRM: Admissions and Recruiting - Overview Page

Use the Recruiting and Admissions - Overview page to provide you with an overview of the Prospect to applicant to admit and enrollees' numbers, ratios and yields for your institution.

Navigation

select Dashboards, then select CSW Reports, then select CRM: Recruiting and Admissions, then select Overview

Image: CRM: Recruiting and Admissions dashboard

This example illustrates the fields and controls on the CRM: Recruiting and Admissions dashboard. You can find definitions for the fields and controls later on this page.

Usage	Reports	Dashboard Prompt
Provides you with an overview of the Prospect to applicant to admit and enrollees' numbers, ratios and yields for your institution.	This page includes the CRM: Admissions Funnel Report.	Use the Admissions and Recruiting - Overview page prompt to filter page results by: Institution Academic Career Academic Program Admit Term

Usage

Reports

Dashboard Prompt

Provides you with an overview of the Prospect to applicant to admit and enrollees' numbers, ratios and yields for your institution.

This page includes the CRM: Admissions Funnel Report.

Use the Admissions and Recruiting - Overview page prompt to filter page results by:

Institution
Academic Career
Academic Program
Admit Term

Admissions Funnel Report

Use the Admissions Funnel report, which provides you with an overview of student prospect, applicant, admit, and enrollment measures for your institution.

Image: Admissions Funnel report, part 1

This example illustrates the fields and controls on the Admissions Funnel report, part 1. You can find definitions for the fields and controls later on this page.

Image: Admissions Funnel report, part 2

This example illustrates the fields and controls on the Admissions Funnel report, part 2. You can find definitions for the fields and controls later on this page.

This report helps monitor different stages and statuses for constituents. It provides a snapshot for the given term to help users analyze the progression of constituents through the various stages and statuses of recruiting (Suspect > Prospect > Applicant > Admit > Confirmed > Enrolled Student) along with the achieved Conversion Rate between consecutive stages. The presented constituent's data can be sliced based on various dimensions like Admit Type, Referral Source, Gender, and so forth.

X,Y Axis Data for Bar Chart 1	X,Y Axis Data for Bar Chart 2	X,Y Axis Data for Bar Chart 3
The first Admissions Funnel graph displays Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the x-axis and total count data on the y-axis.	The second Admissions Funnel graph displays Academic Career data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis. The x-axis can also display Academic Program, Academic Plan, Academic Load, Application Center, Ethnic Group, Last School Attended, Region, Gender Code, Admit Type, or Referral Source, depending on your View By filter selection.	The third Admissions Funnel graph displays Region data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis. The x-axis can also display Academic Program, Academic Plan, Academic Load, Application Center, Ethnic Group, Last School Attended, Region, Gender Code, Admit Type, or Referral Source, depending on your View By filter selection.

X,Y Axis Data for Bar Chart 1

X,Y Axis Data for Bar Chart 2

X,Y Axis Data for Bar Chart 3

The first Admissions Funnel graph displays Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the x-axis and total count data on the y-axis.

The second Admissions Funnel graph displays Academic Career data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis.

The x-axis can also display Academic Program, Academic Plan, Academic Load, Application Center, Ethnic Group, Last School Attended, Region, Gender Code, Admit Type, or Referral Source, depending on your View By filter selection.

The third Admissions Funnel graph displays Region data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis.

View by Filter (Left)	View by Filter (Right)
Use this filter to view the second Admissions Funnel graph results by: Academic Career (default) Academic Program Academic Plan Academic Load Application Center Ethnic Group Last School Attended Region Gender Code Admit Type Referral Source	Use this filter to view the third Admissions Funnel graph results by: Academic Career Academic Program Academic Plan Academic Load Application Center Ethnic Group Last School Attended Region (default) Gender Code Admit Type Referral Source

View by Filter (Left)

View by Filter (Right)

Use this filter to view the second Admissions Funnel graph results by:

Academic Career (default)
Academic Program
Academic Plan
Academic Load
Application Center
Ethnic Group
Last School Attended
Region
Gender Code
Admit Type
Referral Source

Use this filter to view the third Admissions Funnel graph results by:

Academic Career
Academic Program
Academic Plan
Academic Load
Application Center
Ethnic Group
Last School Attended
Region (default)
Gender Code
Admit Type
Referral Source

Report Column / Measure Name	Report Column / Measure Origin
Academic Career	Academic Career (D_ACAD_CAR) Dimension
Academic Program	Academic Program (D_ACAD_PROG) Dimension
Academic Plan	Academic Plan (D_ACAD_PLAN) Dimension
Academic Load	Academic Load (D_ACAD_LOAD) Dimension
Application Center	Application Center (D_APPL_CNTR) Dimension
Ethnic Group	Person (D_PERSON) Dimension
Last School Attended	External Organization (D_EXT_ORG) Dimension
Region	Region (D_REGION_CS) Dimension
Gender Code	Person (D_PERSON) Dimension
Admit Type	Admit Type (D_ADMIT_TYPE) Dimension
Referral Source	Referral Source (D_RFRL_SRC) Dimension
Prospect Count	Admission Funnel (F_ADM_FUNNEL) Fact
Applicant Count	CRM Funnel (F_CRM_FUNNEL_S or F_CRM_ FUNNEL) Fact (sourced from CRM system)
Admit Count	CRM Funnel (F_CRM_FUNNEL_S or F_CRM_ FUNNEL) Fact (sourced from CS system)
Confirm Count	CRM Funnel (F_CRM_FUNNEL_S or F_CRM_ FUNNEL) Fact (sourced from CS system)
Enrollment Count	CRM Funnel (F_CRM_FUNNEL_S or F_CRM_ FUNNEL) Fact (sourced from CS system)
Applicant %	(Applicant Count / Prospect Count) * 100
Admit %	(Admit Count / Applicant Count) * 100
Confirm %	(Confirm Count / Admit Count) * 100
Enrollment %	(Enrollment Count / Confirm Count) * 100
Yield %	(Enrollment Count / Admit Count) * 100