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Liaison

Insights Discovery

  • Funnel Entry Stage is a pie chart that displays which stage of your funnel your applicants entered the admissions process.
    • Prospects - All contact records without an application.
    • Regular Applicants - All contact records with an application with a Create Date at least 1 day after the contact create date.
    • Stealth Applicants displays all contact records with an application with a Create Date within 1 day of the contact create date.
  • The Future Interest bar chart displays a count of potential future students broken down by student stage in the upcoming years; i.e., your current pipeline.
  • Source Efficiency displays a data table that shows you how efficient the Sources you use are at yielding applicants and enrolled students:
    • Rows are ordered by Total Students
    • Total students is the sum of all students for each source
    • Applicants is the sum of all students WHERE Student Stage = Applicant
  • Applicant Yield = Applicants / Total Students
  • Enrollments is the sum of all Students WHERE Student Stage = Enrollments
  • Enrollment Yield = Enrollments / Total Student
  • Enrolled Students by Source displays how your various Sources yielded enrolled students over the previous few terms:
    • Displays 3 Terms, including the Current Term.
    • Only the Top 5 Sources are displayed.
  • The Source Yield is a donut chart shows you which Sources have generated the most enrolled students in the current term:
    • Applicants: Counts Contact records that have an Application record.
    • Enrolled: Counts Contact records where Student Stage = Enrolled.
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