The Year-Over-Year Funnel Data Report provides an insightful comparison of your funnel's performance over time. It enabled you to:
- Identify enrollment trends using parent data across enrollment cycles
- Make data-driven decisions about what problems to solve
- Customize reporting to view different funnel stages and dates
This report is designed to help identify patterns, assess performance, and strategize improvements with user engagement during the application process.
How to Access the Year-Over-Year Funnel Data Report
- Navigate to the admin area by clicking on the person icon located in the top right corner of the portal
- Click on the gear icon titles “ Admin: Access the admin area”
- Click on the Funnel icon on the left side of the admin area
- Click on Funnel Year-Over-Year Funnel Data
Structure of the Year-Over-Year Funnel Data Report
This report will display the historical record of how many families had reached each stage of your funnel, year-over-year starting with today's date.
When viewing this report, you can toggle between stages you'd like to compare. The stage data and the conversion rates will automatically update when selecting new stages.
Note: Lead, Inquiry, and Prospect stages have been excluded from this report, as parent data is generally not comprehensive at the top of the funnel, and it is unreliable to assume that all users went through those stages. If you have robust parent data at the top of the funnel and would like to include these reports, reach out to us at support@campusesp.com.
Editing Your Report
When viewing this report, you'll be able to edit the view in a number of ways:
- You can select different stages to compare and view.
- You can edit the cohorts displayed in the report. The report will automatically populate with new cohorts as you move through the years, but you can manually adjust if you'd like to view a different set of cohorts than what is displayed.
- You can select a different date to view for each cohort. The report will automatically populate starting on today's date and moving back year-over-year for each cohort. But, if the report populates incorrectly or you'd like to view custom data, you can toggle accordingly.
- You can apply a date selection to all cohorts by making sure the check box to "Apply date rule to all cohorts" is selected before clicking Apply. Or, you can select a custom date for a single cohort.
- You can apply a date selection to all cohorts by making sure the check box to "Apply date rule to all cohorts" is selected before clicking Apply. Or, you can select a custom date for a single cohort.
For further assistance, please contact CampusESP Support at support@campusesp.com.
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