Client Dashboard

Client Admissions Overview

Flexible admissions dashboard using the selected widgets and saved layout.

Admissions Health

Admissions Health Score

Overall admissions performance against operating targets

46% At Risk
Appointment Set Rate Actual 27% · Target 35%
Risk
Lead-to-Application Rate Actual 0% · Target 15%
Risk
Lead-to-Enrollment Rate Actual 0% · Target 8%
Risk
Stale Lead Rate Actual 82% · Target ≤ 15%
Risk
Appointment No-Show Rate Actual 0% · Target ≤ 10%
Good
Data Quality Score Actual 18% · Target 85%
Risk

Admissions Health compares current performance against client (default) targets.

Overview

Total Leads

All leads in the selected period

11
Leads

Filtered by the current dashboard settings.

Overview

New Leads This Week

New lead intake in the last 7 days

0
New this week

Based on created_at / Lead Date.

Enrollment KPIs

Confirmed Enrollments

Leads where Next Action is Enrolled

0
Confirmed enrollments

Based on next_action = Enrolled.

Enrollment KPIs

Lead-to-Enrollment Rate

Leads converted into enrollments

0%
Lead-to-enrollment

Leads marked Enrolled: 0 of 11

Performance KPIs

Appointment Set Rate

Leads with at least one appointment

27%
Appointment set rate

Leads with appointment: 3 of 11

Performance KPIs

Lead-to-Application Rate

Leads converted into applications

0%
Lead-to-application

Leads with application: 0 of 11

Appointments

Appointments Today

Scheduled appointments for today

0
Appointments today

Based on appointment_date.

Appointments

Upcoming Appointments

Appointments scheduled in the next 30 days

0
Next 30 days

Scheduled appointments within the next 30 days.

Applications

Applications Received

Applications received in the selected period

0
Applications received

Based on application_received or application_received_date.

Applications

Deposits Received

Applications with deposits received

0
Deposits received

Based on deposit_received or deposit_received_date.

Pipeline

Leads by Stage

Pipeline distribution

new 11

Pipeline

Leads by Source

Where leads are coming from

manual 11

Pipeline

Program Interest

Demand by program interest

Not specified 9
science 2

Enrollment KPIs

Enrollments by Assigned To

Confirmed enrollments grouped by admissions rep

No enrollments by admissions rep available.

Enrollment KPIs

Lead-to-Enrollment Rate by Assigned To

Enrollment conversion by admissions rep

Unassigned 0%

0 of 11

Enrollment KPIs

Enrollments by Program

Confirmed enrollments grouped by program interest

No enrollments by program available.

Performance KPIs

Appointment Set Rate by Assigned To

Appointment conversion by admissions rep

Unassigned 27%

3 of 11

Performance KPIs

Lead-to-Application Rate by Assigned To

Application conversion by admissions rep

Unassigned 0%

0 of 11

Performance KPIs

Application-to-Deposit Rate by Assigned To

Deposit conversion by admissions rep

No admissions rep performance data available.

Appointments

Appointments by Status

Scheduled, completed, cancelled, no-show, and other statuses

Unknown 13

Applications

Applications by Status

Application pipeline status summary

No application status data available.

Action Required

High-Priority Leads

Leads that should be handled first

No high-priority leads found.

Action Required

Stale Leads

Leads that may need follow-up

marius@brainstormgym.com

marius@brainstormgym.com

new Not specified Priority: HOT
Updated 2026-07-13

Unnamed Lead

Missing email

new Not specified
Updated 2026-07-14

Unnamed Lead

Missing email

new Not specified
Updated 2026-07-15

Unnamed Lead

Missing email

new Not specified
Updated 2026-07-15

Unnamed Lead

Missing email

new Not specified
Updated 2026-07-15

vanessa botha

creatologist@brainstormgym.com

new Not specified Priority: HOT
Updated 2026-07-15

mbotha

mbotha@direct.ca

new Not specified Priority: HOT
Updated 2026-07-15

Unnamed Lead

creatologist@brainstormgym.com

new Not specified
Updated 2026-07-15

System Health

Data Quality

Missing fields and Zapier linkage checks

18% quality score
Missing Email 7
Missing Phone 8
Missing External ID 0
Missing Program Interest 9

Initial quality check using current leads data.