Work in progress....
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Report : Dynamics 365-Contact details and Opportunities |
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Tab 1: Admissions Funnel
Filters
Campus
College
USF Term
Territories
Owner Name
Student Type
Visualizations:
Admissions Funnel: Funnel shows the various stages students pass through.
Suspect Grouping includes anyone in (Suspect, Prospect, Applicant, Admit, Deposit)
Prospect Grouping includes anyone in (Prospect, Applicant, Admit, Deposit)
Applicant Grouping includes anyone in (Applicant, Admit, Deposit)
Admit Grouping includes anyone in (Admit, Deposit)
Deposit Grouping includes anyone in deposit
Admissions Trend Analysis: This shows the various stage counts across 5 years and the corresponding terms
Tab 2: Dynamics 365-Contact details and Opportunities
Filters
Campus
College
USF Term
Territories
...
Full Name
Stage
Student Type
Visualizations:
Table displays
USF ID
Talisma Contact ID
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Report : Dynamics 365-Contacts and Activities |
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Tab 1: Activities
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
...
Activity modified
Tab 1: Activity Details
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
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Tab 1: Dynamics 365-Contacts, Opportunities and Attributes
Filters
Campus
College
USF Term
Attribute Source
...
Attribute Description
USFID
Name
Visualizations:
USF ID
Talisma Contact ID
Email Name
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Tab 1: Dynamics 365-Opportunities and School History
Filters
Campus
College
Term
School Name
USFID
Name
Visualizations:
Table includes
Name
USF ID
Opportunitiy ID
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Tab 1: Dynamics 365-Exception Report- Duplicate Records
Visualizations:
Contacts with USF ID duplicates
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