Counselor Dashboard Overview

Client Success Team Updated by Client Success Team

The counselor dashboard is designed for counselors to have student data at their fingertips. Quickly access filters of student information that may need attention.

Along the top of the dashboard, click into your current students which include freshmen, sophomores, juniors and seniors. Each class view will show different dashboard items to help counselors perform day-to-day functions.

Select desired class year by clicking on it:

 

While each class year displays different views, the senior class contains the most data and the subsequent years all share some of this information. We cover the senior class only in this help document.

 

The counselor search is designed to limit the dashboard view, showing only students assigned to you and their data. Simply start typing the name of the counselor in the search box.

Screen_Shot_2018-04-29_at_2.11.12_PM.png

 

The dashboard includes applications and status of documents sent through Scoir. You can see here:

  • Seniors who have applied, and those who have not (these student may need extra help!).
  • Seniors accepted and those who have already selected which college they will attend. 

Screen_Shot_2018-04-29_at_1.11.21_PM.png



The Documents & Applications will provide and overview of documents which are ready to be sent and any students missing documents that need attention, as well as those awaiting delivery. If there are any outstanding teacher recommendations that are over or under 14 days old will also appear here.

For more understanding of the Needs Attention section of your Dashboard, please visit this HelpDoc.



You will be able to see all counselor assignments, career interest, logon activity and test score reports right from your dashboard. All numbers ale clickable, allowing you easy access to list of specific students.

Screen_Shot_2018-04-29_at_1.25.50_PM.png

 

The College Data & Outcomes section will provide you with an overview of top 10 colleges marked as following, applied, accepted or enrolled by your students. You can toggle between current students and alumni.

 

You can toggle between weighted/unweighted GPA and between SAT/ACT

 

On the right side there will be all direct messages and notifications, which you can click on as needed. Included are also upcoming events and deadlines.

Screen_Shot_2018-04-29_at_1.29.30_PM.png



Underneath is a section with helpful links. Links can be custom configured in Scoir to include any useful links your counselors should have.   

 

 counselor dashboard

 

 

 

 

How did we do?

Enable Application Material Processing

Edit the Global Requirements for a College

Contact