Dashboard
Filters & Options
Dashboard
Notifications
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Forms
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| Contact | Enroll Date | Status / Remarks |
Need Recording
Filter Needs Rec |
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Attendance
Filter by AttendanceAttended
Missed
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Assignments
Filter by Assignments |
Marks | Lead Score |
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Analytics
Cold Leads & Inquiries Pipeline
0 Leads| Lead Details | Preferred Cohort | Date Added | Lead Stage / Goal | Assigned Caller | Remarks | Actions |
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| Contact | Day 1 | Day 2 | Day 3 | Day 4 | Day 5 | Day 6 |
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| Cohort | Contact | Follow-up Date | Reason / Remarks | Caller | Action | |
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| Cohort | Contact | Amount Due | Enroll Date | Caller | Action |
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| Cohort | Contact | Enrolled? | Interest Details | Caller | Action |
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| Cohort | Contact | Caller | Action |
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| Cohort | Contact | Registered Date | Caller | Action |
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Cohort P&L Analysis
Expenses (Money Out)
Earnings (Money In)
Candidates Financial Breakdown
| Candidate | Tier Label | Date Assigned/Follow-up | Amount (₹) |
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Day-wise Enrollments
Select a Date
Enrollments on Date
| Contact | Enroll Date | Status / Remarks | Status / Remarks | Need Recording | Form | Attendance | Assignments | Marks | Lead Score |
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Select a Date
Click on an enrollment date to view attendees.
Chats
WhatsApp Conversations
Select a contact to start viewing messages.
Contact Name
Blast Results
| # | Name | Phone | Status | Error |
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Contact Preview
| # | Name | Phone |
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Certificate Generation Progress
Dashboard Settings
Manage Callers
Add or remove callers. Stored locally and auto-detected from sheet column AB.
Load data to see callers.
| Name / Email | Username | System Role | Jira Access / Role | Is Caller | Status | Actions |
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Meta Conversions API (CAPI)
Connect CRM lead stages and purchase events directly to Meta Events Manager for precise tracking and ad optimization.
Integration Settings
Configure conversions API settings. You can apply global settings or override them for specific courses.
Test Connection
Send a test event to verify CAPI communication. Open the Test Events tab in Events Manager to watch it arrive in real-time.
Defined User Journey
1. Lead Captured (Form Fill)
Student registers on landing page. Synced from Google Sheets.
Meta Event: Lead2. Contact Established (WhatsApp Welcome)
WhatsApp welcome message is sent, or lead is welcomed in the CRM.
Meta Event: Contact3. Active Participation (Session Attendance)
Student attends live sessions (attendance total minutes > 0).
Meta Event: SubmitApplication4. Mastery Course Intent (Interested in Advanced)
Marked as interested in Mastery batch, or score indicates high interest.
Meta Event: Schedule5. Mastery Enrolled (Closed Won)
Rep marks "Master Enrolled" = "Yes" in the CRM.
Meta Event: CompleteRegistration6. Mastery Paid (Purchase)
Payment received for Mastery. Synced from Razorpay or CRM update.
Meta Event: PurchaseEvent ID Instruction Guide
To prevent double-counting conversions, both the browser Pixel and this CRM server must send matching Event IDs.
When a student registers or pays on your landing page, Meta receives a browser-side event. When this CRM syncs that data, it sends a server-side event.
By passing the exact same Event ID (e.g. the Razorpay Payment ID or a generated UUID) in both events, Meta will automatically deduplicate them.
Add a hidden field event_id in your Google Form. When the page loads, generate a unique ID, set it in the hidden field, and fire the Pixel:
// 1. Generate unique ID
var eventId = "lead_" + Date.now() + "_" + Math.random().toString(36).substr(2, 5);
document.getElementById("hidden_event_id").value = eventId;
// 2. Fire Browser Pixel
fbq('track', 'Lead', {}, { eventID: eventId });
Configure your Razorpay payment page redirect URL to your thank-you page: https://akanshaacademy.in/thanks-199/. Razorpay will automatically append the razorpay_payment_id.
Extract it on the thank-you page and pass it to the Pixel:
var urlParams = new URLSearchParams(window.location.search);
var payId = urlParams.get('razorpay_payment_id');
if (payId) {
// Fire Pixel Purchase with payment ID as eventID
fbq('track', 'Purchase', {
value: 199.00,
currency: 'INR'
}, {
eventID: payId
});
}
Sync Razorpay Data
Automatically fetch the latest transactions from Razorpay, append them to the master payments sheet, and sync them to the active cohort CRM list. Auto-runs every 5 minutes.
Leave blank to use the automated last-sync timestamp. When a range is set, duplicates are skipped automatically.
Attendance Data Pull
Unmatched Attendance Logs (Zoom/Meet Emails not in CRM)
The following email/name identifiers were found in raw attendance logs but do not match any candidate registration email.
| Zoom Email/Name | Potential Cohort(s) | Total Mins | Sessions | Latest Date | Actions |
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Assignment Submission Sync & AI Evaluation
AI Prompt Configuration
Unmatched Assignment Submissions (No candidate registration match)
The following email/name submissions were imported but do not link to any registered candidate. Link them to registrations below.
| Email Address | Name | Day | Timestamp | Cohort | Actions |
|---|---|---|---|---|---|
| Loading unmatched submissions... | |||||
Form Fillup Data Pull
Form Mismatches & Data Alignment
Review discrepancies between students' Google Form submissions and their registration data. Resolve them to align contact information or link unmatched forms.
Partial Mismatches (Conflicting Phone/Email)
| Cohort | Name | Registration Info | Google Form Info | Action |
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Unmatched Form Submissions (Full Mismatch)
| Date | Name | Form Email | Form Phone | Action |
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Generic Table Upload
AI Lead Categorization
Automatically categorize leads and compute a Lead Score (1-100) using OpenAI. This executes via the backend pipeline.
Client-Side Batch Run (Fallback)
Study Resource Sharing
Copy class folders from the Master Template into any Batch folder — structure is preserved automatically.
Unified Background Job Scheduler
Manage, schedule, configure, and monitor all background synchronization and automation tasks.
Add New Background Job
Certificate Generator
Configure templates, set qualification thresholds, and issue certificates to participants.
Configuration
<<Name>>, <<Course>>, <<Cohort>>, <<Date>>
Qualification Rules
Qualified Candidates
0 / 0 Selected| Name / Email | Attendance | Assignments | |
|---|---|---|---|
| Select a course and cohort in the header to load data. | |||
HTML Email Campaign Manager
Create, filter, and execute highly customized HTML email campaigns with attachments.
Template Editor
Dynamic Filter Builder
Qualified Candidates
0 / 0 Selected| Name / Email | Attendance | Assignments | |
|---|---|---|---|
| Select a course and cohort in the header to load data. | |||
Live HTML Preview
Required Template Fields
Campaign Broadcast
Projects & Task Management
Today's Tasks
0
Upcoming Tasks
0
Overdue Tasks
0
Blocked Tasks
0
Completed (Week)
0
My Active Tasks
| Task ID | Title | Project | Priority | Status | Due Date |
|---|---|---|---|---|---|
| No active tasks assigned to you. | |||||
My Daily Tasks
| Task / Topic | Priority | Till Date | Status |
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| No daily tasks assigned to you. | |||
Task Completion %
0% Completed
Recent Activity
No recent activity
| Project Key | Name | Owner | Team Size | Start Date | End Date | Status | Actions |
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| Task ID | Title | Project | Assignee | Priority | Status | Due Date | Actions |
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Record Minutes of Meeting
Saved Meetings Log
No meetings logged yet.
Assign Daily Task
Assignments Checklist
| Task / Remarks | Assigned To | Assigned By | Priority | Status | Till Date | Date Assigned | |
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Daily Tasks Completion Tracker
| Date | Total Assignments | Completed | Pending | Completion Rate | Progress Bar |
|---|---|---|---|---|---|
| Select a user to view tracking statistics. | |||||