5 Useful Tricks for using PCR Educator Dashboards

Independent Schools rely on data analysis on a daily basis. Easy access to accurate data metrics may create opportunities which may not exist otherwise. For example, you may see a quick opening to accept a waitlisted student, because another one just declined re-enrollment. You may also see that your major donor efforts need reinforcement in a particular area, as you don't have enough qualifying projects or some solicitors are underperforming. There are many answers which can be obtained using PCR Educator Dashboards, which allow you to view key metrics at a glance and tailor the view to your own needs even if you don't have a data analysis degree.

1. Customize the Widgets on your Dashboard

PCR Educator has created a default dashboard for each relevant area: Admissions Dashboard, Student Dashboard, Applicant Dashboard and dozens more. Each dashboard consists of a default set of elements. Add the elements you need and remove the irrelevant ones: every user in the system has their own dashboard configuration and your actions won't affect anyone besides your account. You can also rearrange your elements by dragging them to the desired location. Furthermore, each widget has its own set of configurations and parameters that you should select to obtain the desired results. The system automatically saves all of your settings, so the next time you access the same dashboard; it will have the correct layout, arrangement, and configuration.

2. Create Multiple Dashboards

Go beyond single dashboards by creating multiple versions for each dashboard for different purposes and situations. Instead of one Admissions Dashboard, you could create multiple impressions. For example, make an “Enrollment” dashboard that would consist of widgets which are necessary during the enrollment season: custom grids comparing returning students, available spots for each grade level, gender ratios and waitlisted students; enrollment agreements. “Marketing” dashboard, in turn, would focus on your marketing efforts – newsletter metrics; analysis of the previous schools for applicants; source of inquiry which would indicate whether your radio advertisement is more successful than google ads.

3. Create your own widgets

If you have access to PCR Educator Data Analytics Tool, take advantage of one of its favorite features which allows you to produce your own dashboard widgets in a form of a grid or a chart and place it on any dashboard in the system. Data Analytics Tool is fantastic for generating complex grids, charts, and reports. It includes “left join” support, functional conditions, parameterized conditions, data formatting, aggregates, and pivots.

4. Export the data right from the dashboard

Exporting functionality is easily the simplest and most unknown feature of PCR Educator dashboards. Simply click on the “up arrow” on any of the widgets to export the data.

5. Use Dashboards for Presentations and Meetings

Toss those folders with printed reports aside – the data is no longer accurate by the time you enter the conference room. Instead, prepare a presentation using our Dashboards. First, create a new dashboard for your upcoming presentation. Then, add all relevant elements and configure them for the presentation. If your colleagues need access to some very specific charts or reports which are not included in the standard list, just use Data Analytics Tool to create the necessary widgets. Once you are presenting, remember that all widgets allow you to drill-down by clicking on the data inside each widget.

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