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Dashboard Overview

Purpose​

The dashboard gives you a quick view of the day’s work. Use it to monitor new enquiries, follow-ups, admissions, payments, and upcoming lectures without opening each module one by one.

Steps​

Step 1​

Sign in to Classtrix and wait for the dashboard to load fully.

Step 2​

Review the summary cards to check important numbers such as new leads, pending follow-ups, active batches, and today’s collections.

Step 3​

Look at the recent activity section to see the latest updates made by your team.

Step 4​

Use the menu or shortcuts on the dashboard to open the module where you need to work next.

Screenshot​

Screenshot

Tips​

  • Start each morning by checking pending follow-ups and today’s lectures.
  • If a number looks incorrect, open the related module and confirm the latest entries.
  • Use dashboard shortcuts to save time during busy admission periods.