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Enquiries Performance Dashboard

See how the Enquiries Dashboard gives you real-time stats, status counts, and performance insights - all in one place in Enquiries (ENQ)

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

What is the Enquiries Dashboard?

This is the default screen you land on when you open the Enquiries app. It’s designed to give you a real-time snapshot of everything your team is working on - with clickable counts and simple visuals that make it easy to take action.

It’s there to help you stay on top of workload, spot trends, and keep things moving - without running a single report.

(this image does not contain real data)

Enquiry Statuses (left)

This panel shows the live count of all enquiries in each status, including:

  • New – Unread enquiries not yet picked up

  • Open - Officer added note

  • Open - Officer replied

  • Open - Student replied

  • Open - Assigned to Expert

  • Open - Expert replied

  • Closed - officer

  • Closed - student

Each number is clickable, opening a filtered list of those specific enquiries – so you can jump straight into the work.

Top Tens (middle)

This dropdown gives you three quick views:

  • Open enquiries - by Owner

  • Open enquiries - by Channel

  • Open enquiries - by Category

It shows the ten highest counts for whichever option you pick, so you can easily see where bottlenecks or hotspots are building up.

Example: You might see that “Tanya Rowe” has 19 open enquiries, or that “Web form” is generating more volume than “Email”.

Year-on-Year Trends (right)

This simple bar and line chart compares this year’s monthly enquiry volumes to last year’s, helping you track seasonal changes or growth.

You also get quick stats like:

  • Total Enquiries

  • Enquiries Last 30 Days

  • Enquiries Last 7 Days

  • Enquiries Today

It can be turned on and off here:

FAQs

Q. Do I need to do anything to activate it?

A. No - it’s live now and you’ll see it when you open Enquiries.

Q. Can I click the numbers?

A. Yes - every count is clickable and opens the relevant filtered view.

Q. Does it affect how I work?

A. Not at all - it’s there for visibility. Your workflows stay the same.

Q. Who can see this?

A. Anyone who uses the Enquiries app - it’s not visible to students.

Q. Is the data refreshed in real time?

A. Yes - the counts update live as enquiries are created or updated.

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