How to Read Opportunities in the CEO Dashboard
Understanding the CEO Dashboard
Tiffany
Last Update 2 tahun yang lalu
You can have the option to filter the student opportunities by date in the upper right-hand corner of the card.
The large top number shows all opportunities sent through the Student Generation Machine. This is the total of closed, open and lost opportunities.
The Closed Opportunities are for students and leads who have completed all the Student Generation Machine steps and are no longer open in any funnels. They will still be nurtured but are no longer active in the opportunities.
The Open Opportunities are all leads and students currently active in the buying process and Student Generation Machine.
The Lost Opportunities are the leads that have gone through all the steps in the Student Generation Machine, and they did not purchase OR ascend to the next buying opportunity. For example: Let's say a student purchased the Concealed Carry Masterclass™ but did not purchase the Beginners Guide To Firearms™ next step. This student would show as a "lost opportunity" for the Beginners Guide to Firearms™.