Recruitment Dashboard

Ask Joy to read your admissions CRM and student information system and get your recruitment funnel in one view: inquiries by source, campus-visit and event attendance rates, and how each channel converts to applications, with a read on where outreach is underperforming.

For Admissions Directors Enrollment Management Recruitment & Outreach Marketing & Communications
Sample prompt to Joy's Assistant

Read our CRM and show me the [fall 2027] recruitment funnel — inquiries by source, campus-visit and event attendance rates, and application conversion by channel — and tell me which [outreach channel] is underperforming.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Read our CRM and show me the fall 2027 recruitment funnel — inquiries by source, campus-visit and event attendance rates, and application conversion by channel — and tell me which outreach channel is underperforming.

Here's your fall 2027 funnel, read from the CRM just now. You've logged 3,740 inquiries across five sources, 22% of them have attended a campus visit or event, and 15% have started an application. Paid digital is the channel pulling its weight the least — it's your third-largest source but converts to applications at roughly a quarter the rate of your strongest channel.

Recruitment funnel — fall 2027 cycle

Here is where fall 2027 recruiting stands. You have logged 3,740 inquiries so far this cycle. Organic search and your website lead at 1,240, followed by college fairs at 860 and high school visits at 720, with paid digital and referrals behind them.

Inquiries by source, fall 2027 cycle

Organic search1,240
College fairs860
High school visits720
Paid digital540
Referrals380

Of those inquiries, 823 have attended a campus visit or event — a 22% attendance rate — and 578 have started an application, a 15% inquiry-to-application conversion. Both are up on last cycle.

3,740
Total inquiries
▲ 8% vs last cycle
22%
Visit & event rate
▲ 3 pts
15%
App conversion
▲ 2 pts
6%
Paid conversion
▼ the weak spot

Where the channels differ is what happens after the inquiry. Conversion to an application varies widely by source.

SourceInquiriesApplicationsConversion
Organic search1,24014912%
College fairs86015518%
High school visits72015121%
Paid digital540326%
Referrals3809124%

Paid digital is the channel to look at. It is your third-largest source of inquiries at 540, but only 32 of them have started an application — a 6% conversion, roughly a quarter of what referrals (24%) and high school visits (21%) return. The inquiries are arriving; they just are not the kind that apply. Before you renew the ad spend, it is worth asking whether the campaigns are reaching students who fit or mostly generating clicks.

The rest of the funnel is healthy. Referrals and high school visits are smaller sources but convert best, so they reward more attention, and college fairs are carrying real volume at a solid 18%. Shift even part of the paid budget toward more feeder-school visits and the same inquiry effort would likely produce more applications.

Want me to break paid digital down by campaign, or compare this cycle's funnel against last year?

From three systems to one recruitment funnel

The Recruitment Dashboard is an on-demand Visual Intelligence read. When you ask, Joy reads your admissions CRM and student information system through a read-only connector and pulls your recruitment funnel into one view: inquiries by source, campus-visit and event attendance, and how each channel converts to applications. It returns the source breakdown, the funnel rates, and a written read on where outreach is underperforming.

  1. Connect your CRM and SIS

    Give Joy read-only access to your admissions CRM and student information system: inquiry records and their source, event and visit sign-ins, and application status. This is what Joy reads to build the funnel.

  2. Ask for the funnel you want

    Ask for your recruitment funnel and name the term, for example the fall 2027 cycle. Say which cuts matter — inquiries by source, attendance rates, conversion by channel — in plain language, with no report to configure.

  3. Read the picture Joy returns

    Joy returns inquiries by source, the visit and event attendance rates, and application conversion for each channel, with a short read on which outreach is pulling its weight and which is not.

  4. Follow up and take it where you work

    Ask a follow-up to break a source down by territory or compare against last cycle, then copy the figures into your enrollment update, the cabinet deck, or your travel-budget plan.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Inquiries by source

See where every inquiry came from — college fairs, high school visits, organic search, paid, and referrals — counted and ranked in one view.

Visit and event rates

Campus-visit and event attendance as a share of inquiries, so you know how many prospects you are actually getting in front of.

Conversion by channel

How each source converts from inquiry to application, so a high-volume channel that produces few applicants can't hide behind its inquiry count.

A read on the weak spot

A written summary that names the channel underperforming for what it costs, not just the numbers on their own.

By territory

Break any source down by recruiting territory to see which regions your travel is actually working in.

By feeder school

Look at inquiries and applications by high school to find the feeder schools worth a return visit.

Cycle over cycle

Compare this cycle against the same point last year to separate a real trend from normal seasonality.

Event ROI

Ask which events drew the prospects who went on to apply, so you plan next year around what converts.

Frequently Asked Questions

Is this a live dashboard or a read I ask for?

It is an on-demand read. You ask in chat, Joy reads your admissions CRM and SIS at that moment, and returns the funnel. It is not a standing dashboard that refreshes on its own between questions.

Does it refresh on its own or send me updates?

No. There is no scheduled refresh, no email or Slack push, and no alerts. You decide when to look by asking, and Joy answers with the funnel as it stands right then. Nothing arrives unless you request it.

What data does it need?

Read-only access to your admissions CRM and student information system: inquiry records and their source, event and visit sign-ins, and application status. Joy reads these to build inquiries by source, the attendance rates, and conversion by channel, and never writes anything back.

How does it decide a channel is underperforming?

It compares each source on how its inquiries convert to applications, not just how many inquiries it drives. A channel with high volume but low conversion — like paid digital at 6% against referrals at 24% in the example — is the one Joy flags, so a big inquiry count can't mask a weak return.

Can I break a source down further?

Yes. Ask a follow-up in the same thread and Joy re-reads the data to break a source down by territory or feeder school, compare this cycle against last year, or show which events drew the students who went on to apply.

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