Using Signal
Signals capture a snapshot of your dashboard at a specific point in time. By providing a static view of dynamic data, Signals help you and your team monitor progress toward goals and stay aligned on key timelines. Email notifications provide a summary of your class’s current status, highlighting important changes and, when available, the factors contributing to them.
Enabling Signals for a Dashboard
If Signals are not set up for a dashboard when it is created, you can edit the Dashboard at any time to change the report frequency.
- In a Dashboard, click the three-dot menu in the upper right-hand corner and select Edit.
- In the Dashboard Details tab, choose one of the following report frequencies:
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- None: an automated Dashboard report will not be generated or emailed.
- Weekly: an automated Dashboard report will be generated or emailed every Monday at 12:00 PM ET.
- Monthly: an automated Dashboard report will be generated or emailed on the first day of each month at 12:00 PM ET.
- On Change: an automated Dashboard report will be generated or emailed each time new or updated data is received for predictions.
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- Click Continue through the Filters and Content tabs.
- Click Save.
Weekly Signal Report
By default, Othot emails the Weekly Signal Report every Monday at 12:00 PM ET to all users. It includes visualizations of changes in predictions and counts over the past 7 days, along with cumulative totals from earlier periods. For Retention users, the report analyzes the past 30 days instead of 7.
The default Weekly Signal Report contains the visualizations described below. Contact support@othot.com for any customization requests, such as:
- Report frequency.
- Date/time sent.
- Report Recipients.
- Visualizations.
Weekly Signal Report: Default Visualizations
Total Enrollment Change
The total predicted enrollment to date, broken down by changes in student counts during the past 7 days and cumulative totals from earlier periods.
New Record Count by Phase
The total count of records for the current year by phase, broken down by increases and decreases in student counts over the past 7 days, versus all preceding periods. Additionally, the visualization includes the difference remaining from the prior year’s total quantity.
Predicted Enrollment Change by Recruiting Assignment
The total predicted enrollment by Recruiting Assignment (Counselor, Territory, etc.) to date, broken down by how many more or fewer students there are than in the prior 7 days.
Top Individual Score Increases
The fifty individuals whose Likelihood Scores have increased the most, as well as their current/prior Lifecycle Phase, the variable and its impact value that attributed to the increase the most, their Recommendation (Impactful What-If), and the Recruiting Assignment.
Top Individual Score Decreases
The fifty individuals whose Likelihood Scores have decreased the most, as well as their current/prior Lifecycle Phase, the variable and its impact value that attributed to the decrease the most, their Recommendation (Impactful What-If), and the Recruiting Assignment.
