Your Dashboard explained
Priscilla Ann avatar
Written by Priscilla Ann
Updated over a week ago

The Counselor Dashboard aims to present information to counselors from a bird's eye view. Like the Student Dashboard, it serves as your first point to see what you need to get done - from seeing how many students have signed in, to universities being on their Lists and being updated with Product Updates, the Counselor Dashboard is here to make things easier for you.

Let's get to the Dashboard itself! You'll be led to the Counselor Dashboard as soon as you log in. You can see what it looks like below.

What's under the Counselor Dashboard?

Student's Registration Status

This card refers to students who have been sent a registration email and have appropriately set up their Cialfo account.


Select the students you haven't sent registration emails to Cialfo for with a quick click of a button without ever having to leave the page!

Last Signed in

Looking to see who's engaged and has actually signed in since you last launched? This card shows you how many students from each graduation year have signed into Cialfo!

You can also click into the bar to see the exact date at which the individual has signed into their account:

Student's List

This card refers to how many students in that graduation year have placed universities in one of their School Lists (Applying, Shortlist, Longlist). It also shows how many have not placed any schools on their lists. This is a great indicator to see how engaged your students are with the university search, which students in that specific graduation year need more pushing or not.

You'll be able to sort the student by name and sort by the number of universities a student has on their list. You'll be able to select the needed student and be led directly to their Application page to do some needed management or overview.

Assessments

This card refers to all psychometric assessments you've assigned to your students in a specific grade level. You can track how many have completed a specific assessment and see who you'd need to follow up with for their completion.

You can sort the student's name and assessment completion status and click on the student's name to be able to reassign (if needed) assessments.


College Visit Schedule

This card shows you any upcoming visits scheduled for your school. Click on "View All" to look at all scheduled events in College Visits.

College Visit Schedule

This card highlights upcoming College Visits. If you've not set up your Visits for universities to book with your school, do so by selecting "Set your availability now," and you'll be led to the College Visits page.

Once you've set up your availability, this card will show a list of all upcoming approved college visits. You can click on a specific visit to see additional details as well.

Student Authorization *NEW!

This card is separated by two bars which helps counselors identify which of their students have/have not yet given their consent for partner application tagging by uploading their signatures. If you clicked into it, a sidebar will pop out and indicate the student's name who has/has not given authorization.

For schools who has enabled Direct Apply (DA), there are 3 new DA-related cards available for Counselor Dashboard:

Direct Apply (DA) Application Funnel *NEW!

Application funnel card will give you a numerical overview on which stage are your student's applications in right now. Clicking on any funnel segment will show the list of students who have/have not completed their forms OR sent applications for review OR submitted the applications. It will also list each application’s ID, type and university.

Direct Apply (DA) Documents Sent *NEW!

This card shows an overview of UK-DA documents that are sent and not sent, such as Letter of Reference as well as Predicted Grades. If you click on any bar it will open a relevant sidebar with the list of student applications with the details of the document.

Direct Apply (DA) Application Result *NEW!

This card allows counselors to see the results for all their students’ applications in a single glance. Clicking on any segment will show the list of students with the name of the university and the result.

Direct Apply Coverage *NEW!

The number of available universities reflects the entire university network in the region, regardless of school's location and/or students' citizenships.

Students' interest is qualified based on their choices in the university preferences questionnaire.

Cialfo Community and Product Updates

Haven't joined the Cialfo Community yet? Join now to keep updated with our network of counsellors, content and more! You’ll be able to see a preview of the recently posted content. If you've missed our Product Updates with our monthly Counselor Newsletter, no worries! We keep it highlighted for you to see on this card too.

Customize your Dashboard!

You can edit the dashboard sections to show only the cards that you want to see on your dashboard. Just click on "Edit" button and click on the needed cards.

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