Management concept

NEG internal operations

Management Operations Dashboard

A management control tower for cases, workloads, deadlines and conversion—not a replacement for the student CRM.

Data status CRM demo feed Website demo feedLast refreshed 30 Aug 2026 · 09:24

DAILY MANAGEMENT BRIEFING

Good morning. Four areas need attention today.

8new students

4unassigned cases

3overdue follow-ups

2deadlines today

Unassigned students

124 over 24h

No recent contact

7Needs review

Missing documents

15Across 9 cases

Deadlines within 7 days

42 high risk

NEW INTAKE

New and unassigned cases

Management can see response time and make sure every new enquiry has an owner.

2 unassigned

Mariam Al-Hassan

NEG-1071 · Website

Unassigned

Destination / intake: Malaysia · Jan 2027
Waiting: 32 min

Open in CRM

Yousef Omar

NEG-1070 · Agent referral

Unassigned

Destination / intake: UK · Sep 2026
Waiting: 1h 18m

Open in CRM

Noor Khaled

NEG-1069 · WhatsApp

Jomanah

Destination / intake: UK · Jan 2027
Waiting: 2h 06m

Open in CRM

EXCEPTION MONITOR

Cases needing attention

This dashboard identifies the issue; the advisor updates and finishes the case inside the CRM.

Search student or case

Student	Market	Issue	Waiting	Priority	Owner	Action
Ahmed Ali NEG-1042	Saudi Arabia	No advisor assigned	26 hours	High	Unassigned	Open in CRM
Sara Omar NEG-1048	Libya	Passport missing	4 days	High	Jomanah	Open in CRM
Adam Noor NEG-1051	Malaysia	No recent activity	8 days	Medium	Daniel	Open in CRM
Lina Hassan NEG-1063	Saudi Arabia	Intake deadline approaching	6 days left	Medium	Jomanah	Open in CRM

TEAM CAPACITY

Advisor workload

4 overdue

Jomanah28 active · 5 new · 3 at risk · 1 overdue

82%

Daniel21 active · 2 new · 4 at risk · 2 overdue

64%

Sarah17 active · 1 new · 1 at risk · 0 overdue

52%

Unassigned12 active · 12 new · 4 at risk · 4 overdue

100%

CONVERSION FUNNEL

From enquiry to enrolment

Current intake

Enquiries286

100% of enquiries

Contacted231

81% of enquiries · 55 drop-off

Qualified164

57% of enquiries · 67 drop-off

Applications96

34% of enquiries · 68 drop-off

Offers61

21% of enquiries · 35 drop-off

Visas39

14% of enquiries · 22 drop-off

Enrolments28

10% of enquiries · 11 drop-off

DEADLINE CENTRE

What cannot be missed

Passport follow-up

Sara Omar

Today · 10:30

Offer acceptance

Khaled Mansour

02 Sep

Visa submission

Adam Noor

05 Sep

Scholarship deadline

Mariam Al-Hassan

09 Sep

LEAD-SOURCE PERFORMANCE

Which channels create enrolments

SourceLeadsAppsEnrolledConversion

Website842811

13.1%

WhatsApp622513

21%

Instagram41103

7.3%

Agents382416

42.1%

Events2794

14.8%

PIPELINE HEALTH

Where students are today

148 active

Profile & documents

Application submitted

Offer received

Visa processing

Enrolled

Today’s management insight

Advisor assignment is the largest preventable delay.

Four new students have waited more than 24 hours. Assigning them today protects the first-response target.

Review the queue

PROPOSED DATA FEEDS

How the live dashboard will stay updated

CRM remains the source of truth. The dashboard reads data, finds exceptions and links staff back to the CRM to act.

Prototype data

Existing CRM

Applications, stages, advisors and visa status

API or scheduled export

NEG website

New enquiries, lead source and campaign

Automatic form webhook

Email

Selected notifications and tracked replies

Optional connection

Quick staff form

Risk, next action and delay reason only

For CRM gaps