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Overview

The Insights area is a powerful analytics dashboard designed to help you monitor and optimise your admissions and marketing pipeline. Located in the top left-hand side of the blue menu within the Applicaa dashboard, Insights provides real-time visibility into your school's recruitment performance.

Key Benefits:

  • Verify how well your admissions and marketing pipeline are performing
  • Spot patterns and trends early in your admissions cycle
  • Forecast numbers and compare performance with previous years
  • Create insightful reports to share with colleagues and SLT
  • Understand which marketing activities are most effective in driving conversions
  • Make data-driven decisions about where to invest your marketing budget

Navigating the Insights Area

The Insights area comprises five main sections:

  1. Summary - High-level overview of key metrics and performance
  2. Pipeline - Visual representation of applicants moving through your admissions stages
  3. Map View - Geographic distribution of your applicants
  4. Feeder Schools - Analysis of which schools your applicants are coming from
  5. Events - Return on investment tracking for your recruitment events

Insights navigation menu:

 

Global Filters

All sections within Insights can be filtered using the quick filters available at the top of each page:

  • Year of Entry - Filter by academic year
  • Term of Entry - Filter by term
  • Year Group - Filter by specific year groups
  • Application Statuses - Filter by where applicants are in your process
  • Date Ranges - Set custom date ranges for analysis

Year-on-Year Comparison: When you apply date range filters, the system automatically compares your performance to the same period in previous years, showing whether you're performing better or worse with percentage indicators.

Filter bar with options displayed:

Best Practices

Regular Monitoring

  • Review your Insights dashboard weekly during peak admissions periods
  • Share PDF exports with your leadership team

Using Filters Effectively

  • Start broad, then drill down into specific cohorts
  • Use date ranges to isolate specific campaigns or events
  • Compare filtered views to identify what's working

Acting on Health Scores

  • Focus follow-up efforts on "Poor" and "Okay" health scores
  • Investigate patterns in highly engaged applicants
  • Adjust your engagement strategy based on which activities increase scores

Event Planning

  • Use ROI data to plan your annual events calendar
  • Replicate your most successful event formats
  • Consider discontinuing or redesigning poorly performing events

Pipeline Management

  • Regularly review inactivity thresholds
  • Adjust conversion weights as you gather more data
  • Use custom stages to highlight specific cohorts needing attention

Geographic Strategy

  • Use Map View to identify underrepresented areas
  • Plan targeted marketing in areas with low application rates
  • Consider transport links and accessibility when defining catchment areas