Enrollment Goals are a feature of Insights Cloud and are used to set and track your progress towards specific goals. Each goal can be set and tracked automatically as students progress through your funnel. Using filters, you can set goals based on Entry Term, Student Type, Ethnicity, Major, Territory, Geographic filters or many more. Goals that are created are visible to all users on your staff.
Use the Create Goal button to set a new Enrollment Goal. There are four required fields:
- Goal Name - Create a name that makes it easy to track and understand among your staff. This field can contain text or numbers. Example: 2025 Fall In-state Nursing Applicants
- Funnel Point - This is the funnel point you want to use for your goal, such as Inquiries, Applicants, Completed Applicants, Accepts/Admits, Deposits/Confirms, Enrolled.
- Enrollment Year - Select the Enrollment Year for your goal.
- Target - This number will be the quantity for your goal.
In addition to the four required fields, use the Add Criteria button to add other Geographic, Student, Academic, or Demographic filters.
Your goals will be tracked automatically using enrollment data uploaded to Encoura. Each time you update your enrollment data, you'll see the progress toward goals updated on the Enrollment Goals page as well as the Enrollment Goals widget on your Home Page. The Enrollment Goals page also allows you to sort your goals based on the Create Date or the Goal Name. In addition, your Enrollment Goals can easily be added to a Dashboard using the Pin to Dashboard function.
Once goals are created, they can easily be edited, duplicated or deleted.
Edit - This allows you to update any of the details of your goal including the Goal Name, Target, or any of the filters used.
Duplicate - This allows you to create a duplicate version of an existing goal which allows you to quickly create a new goal with minor edits.
Delete - This allows you to delete a goal that is no longer needed.