The Advisor Insights dashboard provides insights to monitor student care plan programs, alerts, and advisor appointments. Use the dashboard to analyze the care plans that need immediate attention and assess the utilization rate of advisor appointments.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To enable and configure Education Analytics: |
Education Cloud Full Access AND CRM Analytics for Education Cloud Admin |
The Advisor Insights dashboard includes the Alerts, Care Plans, and Appointments pages. Use the metrics and charts on these pages to get an overall view of open alerts, care plans, and their distribution. You can filter the data based on the academic term and compare the data with a previous period to analyze progress.
Alerts
Here are examples of questions that the Advisor Insights dashboard - Alerts page can answer:
- What’s the total count of the advisor's caseload and alerts?
- What’s the total count of active alerts?
- How many days does it take to resolve a case on average, and what’s the difference compared to a previous period?
- What’s the alert distribution based on Case Record Type, Alert Category, and Alert Reason?
- Which are the active alerts that need attention?
Care Plans
Here are examples of questions that the Advisor Insights dashboard - Care Plans page can answer:
- What’s the count of students with care plans that are overdue?
- What’s the count of students with care plans on track?
- What’s the count of students who don't need to use the care plan service?
- What’s the distribution of care plans based on case record type and the care plan status?
- Which are the active alerts that need attention based on the due date?
Appointments
Here are examples of questions that the Advisor Insights dashboard - Appointments page can answer:
- What’s the total count of appointments for the advisor?
- What’s the utilization and cancellation rate of advisor’s appointments?
- What’s the count of students who did not take any appointments?
- What’s the distribution of appointments based on the case record type, appointment status, channel, and topic type?
- Which are the active alerts that need attention based on the due date?
You can use Appointment Analysis to get a quick view of upcoming appointments based on the appointment status, and analyze the difference in the appointment utilization rate compared to a previous period.