Teach 'n Go does not have a built-in prospect conversion report, but the Prospects list gives you everything you need to track leads and export data for your own analysis.
Your school may use different names for students and prospects. If you don't see the menu items below, ask your admin to check your permissions.
Finding your prospects
Go to People in the left sidebar, then select the Prospects tab. The list shows everyone who has been added as a prospect but not yet converted to a student.
Filtering the list
Use the Filters panel to narrow the list by:
Subject — the subject the prospect is interested in
Level — the level the prospect is interested in
Status — the prospect's current stage (configured in your School settings → Prospect statuses)
A free-text search box filters by name or contact details.
Exporting
Click Export at the top right of the list to download an Excel file. The export uses whichever columns you currently have selected, and respects any active filters.
Calculating conversion rates
There is no in-app conversion rate or funnel chart. To work out your conversion rate, export the prospects list (all statuses, or filtered to a date range) and calculate in your spreadsheet — for example, count the rows with a "Converted" status divided by total rows.
Converting a prospect to a student
Open a prospect's record and click Convert to student. Their details carry across and they appear in your main Students list. The prospect record is removed from the Prospects tab once converted.
