Your Default Funnel dashboard provides a quick, visual snapshot of where your leads are in your enrolment stages, outstanding tasks, your latest activity, and any relevant enrolment resources.

Let's take a closer look at the functionalities available within your System Default Funnel dashboard

  • Enrolment Funnel: Your enrolment funnel displays the number and percentage of leads within your system that have successfully reached each enrolment stage.

  • Enrolment Stage Snapshot: Allows you to gain a quick view of the number of leads at each enrolment stage.

  • Total Leads by Month: Just as it sounds, this feature displays the total leads in your Funnel system each month.

  • My Tasks: Shows any outstanding tasks that have been assigned to you.

  • Latest Activity: Take a closer look at all of the latest actions that have been made by your team within the system.

  • Enrolment Resources: A list of free Funnel and customer relationship management resources.

It's important to note that we offer four system default dashboard's to view or set as your default dashboard. You also have the functionality to create and save your own too! You can learn how to create and manage your own dashboards in this helpful article.

If you need a hand with your Funnel account, feel free to get in touch with our friendly support team.

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