Which opportunities need attention?
Review open stage, expected value, close date, owner and next step together.
- Schools/Tutoring CRM
- Reports and analytics
Reports for the questions your team asks
Review open value, customer follow-up, session decisions and operation exceptions.
Overview×
Schools/Tutoring CRM · Overview
Schools/Tutoring CRM dashboard
This quarter
Tutoring sessions in view
6Submitted
6Session at in 14 days
3Relationship activities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Open | 47 | ||
| Completed | 13 | 28% | |
| Cancelled | 5 | 38% |
Relationship activities by status
Sample counts per stage
Questions to answer
Did the proposed work turn into a decision?
Compare Won and Lost outcomes with the buyer and offer behind each deal.
Are follow-ups happening?
Compare due activities with completed activities and their recorded outcomes.
Which sessions were reviewed?
Read the session status beside the review decision and current revision.
From Tutoring Sessions
Which operations need investigation?
Group receipts by type and status, then open the underlying case.
More reports
Pipeline by stage List
Sum expected value by opportunity status and owner.
Expected close calendar List
Show opportunities by expected close date, status and value.
Won and lost outcomes List
Compare outcomes by owner and loss reason.
Account opportunity book Grouped
Show each account with its opportunities and expected values.
Follow-up completion List
Compare due and completed activities by owner and activity type.
Session review outcomes List
Count session statuses and review decisions by reviewer.
Session activity by account Grouped
Show each account's linked tutoring sessions and enrollment quantities.
Operation receipt exceptions List
Group receipts by operation type and status.
Set up Schools/Tutoring CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.