The admissions pipeline

Admissions in EduPrime is a visual pipeline. Each prospective student is a card that moves left to right through stages – from a first inquiry to an enrolled learner – so the admissions office always knows exactly where every applicant stands and where they are getting stuck.

Where to find it — App drawer → Admissions → Pipeline.

Open it from the App drawer (EduPrime → Admissions). The default view is a kanban board with one column per stage and a conversion dashboard above it.

The EduPrime admissions pipeline kanban with stage columns and conversion metrics
The admissions pipeline – drag a card to advance an applicant.

The stages

StageMeaning
InquirySomeone has expressed interest – a call, a walk-in, a web form. Not yet applied.
ApplicationA formal application has been submitted with the basic details.
Interview / AssessmentThe student is being evaluated – interview, entrance test or both.
OfferThe school has decided to admit and has issued an offer.
AcceptedThe family has accepted the offer.
EnrolledConverted into an SIS student record – the pipeline's finish line.

Moving cards through the pipeline

To advance an applicant, drag their card from one column to the next. EduPrime logs the stage change with a timestamp, so the dashboard can measure how long applicants spend at each stage. You can also open a card and change its stage from inside the record.

Tip — A column that keeps filling up is a bottleneck. If cards pile up at Interview / Assessment, the school is not scheduling fast enough – the board makes the constraint visible at a glance.

The conversion dashboard

Above the board, the dashboard shows live counts per stage and the conversion rate between stages – how many inquiries became applications, how many offers were accepted, and overall inquiry-to-enrolled yield. Use it to forecast intake numbers and to judge whether you are generating enough inquiries to hit your roll target.

Important — Only the Enrolled stage creates a real student in the SIS. A card sitting at Accepted is a promise, not a pupil – it does not appear in class lists, get invoiced or count toward occupancy until you convert it. Never count Accepted as enrolled when reporting roll numbers.
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