InstitutionPortal Guide (Staff)

Dashboard

Flow type: Institution · Product: StudyHQ Portal (staff)

The dashboard is the first thing you see when you open a Course Fit project. It’s a live, read-only view of how the funnel is performing.

What it shows

The dashboard tracks three numbers across the funnel and how they trend over time.

Registrations

Students added to the project.

Tests taken

Assessments completed.

Enrolments

Students marked as enrolled — the funnel’s conversion.

Sections

SectionWhat it tells you
TodayThe three counts for the current day
This monthThe three counts for the current month
30-day trendA line chart of Registrations vs Tests vs Enrolments over the last 30 days
Course recommendationsA pie chart of which courses were recommended most over the last 30 days
6-month trendA bar chart comparing the three counts month by month

Hover any chart point to see the exact values for that day or month.

Role-scoped data

The dashboard is role-aware:

  • Project admins see project-wide numbers.
  • Counsellors see the same dashboard, but scoped to their own students.

Using it day to day

Registrations vs Tests

A gap means students were invited but haven’t taken the assessment yet — nudge them (filter Students by Invited).

Tests vs Enrolments

Assessed students who haven’t converted are your counselling and follow-up opportunities.

Course recommendations

What your intake is being matched to — useful for planning seats and outreach.

The dashboard has no actions — it’s for reading the funnel. You act on individual students from the Students and Cases pages.