Summary Page

Key Metric Cards

The Summary page displays four primary metric cards at the top:

Total Enquiries

• Shows the total number of enquiries received in the filtered period
• Includes year-on-year comparison percentage

Offer Accepted

• Total number of students who have accepted offers
• Also shows the percentage as a proportion of all students 
• Includes year-on-year comparison percentage

Completed Applications

• Total number of applications that have been submitted
• Also shows the percentage as a proportion of all students 
• Includes year-on-year comparison percentage

Enrolled

• Total number of students who have been enrolled
• Also shows the percentage as a proportion of all students 
• Includes year-on-year comparison percentage

Key metric cards:

Pipeline Status Distribution

This section shows the number of profiles or applications at each stage of your admissions pipeline. The breakdown includes:

• Internal vs external categorisation
• Visual representation of applicants at each stage
• Customisable status order (managed in the Pipeline area)

This gives you a high-level view of how many applicants you have at each stage of your admissions process.

Pipeline status distribution table:

Top Marketing Sources

Displays which marketing channels are driving enquiries to your school:

• Shows the number and percentage of enquiries attributed to each source
• Helps identify which marketing activities are most effective
• Supports budget allocation decisions

Top marketing sources breakdown:

Status Tracking Graph

A comprehensive graph showing:

• Enquiries made (*Independent Schools)
• Event registrations
• Applications completed
• Offers accepted
• Enrolled students

All metrics are displayed for your filtered time period, allowing you to track conversion through your entire funnel.

Trend Charts

The Summary page includes detailed monthly trend charts for:

Enquiries Made (*Independent Schools)

• Shows both enquiry registrations from parents (for independent schools)
• Displays current year data by month
• Includes comparison lines for the previous two years (three years total)
• Click on any data point to view the list of enquiries created in that period

Event Registrations

• Number of event guests registered each month
• Click through to view specific event guest details
• Filter by specific events for deeper analysis

Applications Completed

• Monthly tracking of completed applications
• Three-year comparison view

Offers Accepted

• Monthly tracking of accepted offers
• Three-year trend analysis

Enrolled

• Monthly enrolment numbers
• Historical comparison across three years

These charts allow you to quickly identify whether you're on track compared to previous years and spot any concerning trends early.

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Summary Page Settings

At the top of the Summary page, you'll find several useful settings:

Customise Visible Cards

• Control which cards and widgets appear in your dashboard
• Hide sections you don't use (e.g., if you don't track enquiries separately)
• Personalise your dashboard view

Export as PDF

• Export the current filtered view as a PDF
• Perfect for sharing with staff members or senior leadership
• Includes all visible charts and data

Import Historic Data

• Add historical data from before you started using Applicaa
• Enables year-on-year comparisons even for your first year on the system
• Provides context for trend analysis

Summary page settings menu:

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