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From you’re description, I think I can explain the confusion. (It’s nuanced)
If you click the “Label” above the spinner (“Trial Conversions”), it’ll show you how the calculations are handled.
In this case, it looks like you’ve had 4 trials from only 2 leads…therefore 200%.
So, you’re describing where you’ve only done 2 “official” trials, but a few enrollments (seems like 2)…..so, in order to keep fidelity in your school statistics (conversions from trial to enrollment), ATLAS calculates a “Trial” for every enrollment IF they ‘skip’ the trial stage (only for the purpose of stat calculation).
This way, you’ll have an accurate calculation.
If it did NOT do this….you’d have artificially high “Enrollment” conversion rates, if any student(s) skip the trial step.
For example, student walks in the door and simply signs up.
If we didn’t count them as a trial, you’d have a 1000% enrollment rate (1 enrollment for 0 trials….), but really, what you want is a 100% enrollment rate (1 enrollment for 1 trial).
In this case, ATLAS is helping keep the stats accurate for you……although I certainly see where it could be confused.
Is that making sense??
We’ll add some more descriptive content here to explain this better.
Hey Sir!
This looks like it’s functioning correctly.
If you click the ‘label’ above any of the ‘spinners’, you’ll see the explanation of the calculation(s).
In this case, the trial conversion rate is describing how effective your trial process is.
Dividing how many ‘trials’ you did, but how many leads that were created this month.
For example:
If you generated 10 prospects this month, and 10 did trials, your trial conversion rate would be 50%.
In your case, you’ve registered MORE trials than you’ve had leads…therefore the percentage is ‘over’ 100%. (22 trials / 16 Prospects = 137% )
Make sense??
Let me know if you have any questions.
P.S. I’m moving this thread to the Tech Support forum.
Hi Sir!
Thanks for the clear outline of what you’re seeing! It helps us a LOT.
You bet….You’re observation is RIGHT in line with where we are going.
We’re about 90% done developing a new “People” list (Similar to the Student List), and we’re adjusting this behavior.
If you look at the “Add Attendance” option in the Action Menu…that’s the behavior I think you’re expecting…and that’s what we’ll be implementing in the rest of the options as well.
Seems like we’re on the same page!
I’ll let you know when this rolls out.
Thanks!
Hi Sir!
Great suggestion.
We actually have this type of ‘parent-child’ (Connected Records) structure on our development roadmap already, but I’ll put in another ‘vote’ from you.
Essentially it’s an expansion on the “Phone Sheet” structure…where the “child” (prospective Student) is part of the “Buyer” record. The current implementation needs some work….and the way you’re describing it it the direction we’re going.
Keep the great ideas coming!
Thanks!
