Audience: Principals, academic heads, franchise owners
Duration: ~1.5 hours
Prerequisites: Getting started guide
Learning objectives
- Read scorecards and KPIs
- Use Group MIS for multi-campus view
- Run custom reports
- Use AI management analyst for ad-hoc questions
1. Analytics hub (CRM admissions)
Route: /school-panel/analytics
Leadership views for enrollment KPIs live under the Analytics group (persona: principal). Common screens:
| Screen | Route | Purpose |
|---|---|---|
| Analytics hub | /school-panel/analytics |
Entry to scorecards, funnel, counselor stats |
| Executive scorecards | /school-panel/analytics/executive |
KPI targets; Group MIS tab for multi-campus |
| Admission funnel | /school-panel/analytics/funnel |
Pipeline conversion, predictive funnel |
| Counselor performance | /school-panel/analytics/counselor |
Productivity and coaching signals |
| Reports & attribution | /school-panel/analytics/reports |
Channel, form, and engagement summaries |
| Exports | /school-panel/exports |
Download panel for leads and scorecards |
| Campaign ROI | /school-panel/campaign-roi |
UTM spend vs enrolled (premium) |
Legacy Scorecards workspace (/school-panel/reporting) remains available for saved KPI layouts and report builder — same family as executive scorecards. Ask Sovix on any analytics screen for role-specific links.
2. Scorecards (CRM & ERP)
Route: /school-panel/reporting or /school-panel/analytics/executive (CRM) · /erp/reporting (ERP)
- Admissions funnel metrics
- Fee collection rates
- Attendance summaries
Compare periods and export where available.
3. Group MIS (multi-campus)
Route: /school-panel/analytics/executive → Group MIS tab (or /school-panel/reporting → Group MIS)
Requires franchise / group permissions.
- Cross-campus enrollment rollup
- Revenue and collection comparison
- Drill into underperforming branches
4. Where to download data (CRM & ERP)
Route: /school-panel/exports (CRM) · /erp/exports (ERP) — also linked from Analytics sub-nav
Use the Where to download data panel on those pages. Quick reference:
| What | Where | Type |
|---|---|---|
| Full lead rows (filtered) | CRM Leads → Actions → Export CSV | Server CSV |
| Channel / form / engagement summaries | CRM Analytics → Reports & attribution → Export on each chart | Summary CSV |
| Campaign attribution | CRM Campaign ROI → Export (premium) | Server CSV |
| Scorecards & KPI records | Scorecards workspace → Export (CSV/XLSX/PDF/JSON) | Server (permission) |
| Fee invoices | ERP Fees → Invoices → Export | Server CSV |
| UDISE+ | CRM Settings → Enterprise or ERP Compliance → UDISE | Server CSV |
5. Report builder
Route: /school-panel/reporting → Report builder
- Create a ReportDefinition — pick KPIs and filters.
- Save and Run on demand.
- Export results for board meetings.
6. Campaign ROI
Route: /school-panel/campaign-roi
- UTM-attributed leads
- Cost per enrolled student (when campaign costs entered)
- Compare marketing channels
7. AI management analyst
Route: /school-panel/ai/analyst (preferred) or analyst panel on /school-panel/reporting
Ask natural-language questions, e.g.:
- "What is our lead conversion rate this month?"
- "Which campus has the highest overdue fees?"
Review AI answers against scorecards before sharing externally.
8. Ops review
Route: /school-panel/review or /erp/review
Operational health checklist — SLA breaches, integration errors, open alerts. Full playbook: Operational review & incidents.
Practice exercise
- Open Group MIS and identify the campus with most open leads.
- Build a saved report for monthly enrollments.
- Ask the management analyst one question and verify the number in scorecards.
FAQ
No Group MIS tab? — Your institution may not be on a franchise plan; use campus-level scorecards instead.
Troubleshooting
Report numbers differ from CRM — Check date range, campus filter, and whether leads are still in pipeline vs enrolled.
Go deeper: Counselor pipeline guide · Finance collections