LIVE
Sample RTO dashboard
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queue 14
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tz Sydney/AEDT
Students
Student journey · enrolments · fees + funding · 14-staff Brisbane RTO
Student Journey
scroll →
Enquiries
23
-
Cert IV in Business · intake cohort
23 enquiries · 9 qualified
›
SOURCE
Web + Seek course ads · 23 enquiries this week
COURSE
BSB40920 Cert IV in Business
AI BRIEF
9 qualified · 6 booked into info session · 8 nurturing
NEXT
Info session Wed · enrolment links sent to qualified
Diploma of Leadership · enquiries
employer-funded · 4 leads
›
SOURCE
Employer enquiries · upskilling cohort
COURSE
BSB50420 Diploma of Leadership & Management
AI BRIEF
4 employer-funded leads · 1 group of 6
NEXT
Proposal + funding eligibility check sent
Applications
14
processing
Diploma of Leadership · applications
14 forms · 2 missing USI · LLN pending
›
APPLICATIONS
14 enrolment forms received
AI BRIEF
12 complete · 2 missing USI · 3 LLN reviews pending
COMPLIANCE
Pre-training review + USI verification underway
NEXT
Chase 2 USIs · book LLN · then provision
Enrolled · Provisioned
18
this intake
18 enrolled · Moodle + aXcelerate
welcome sent · units assigned
›
ENROLLED
18 students provisioned this intake
AI BRIEF
LMS access + units assigned · welcome packs sent
COMPLIANCE
USI verified · training plans generated
NEXT
Orientation Mon · first assessment week 2
In Training
142
active
142 active students · 6 cohorts
5 overdue assessments · 2 at-risk
›
ACTIVE
142 students across 6 live cohorts
AI BRIEF
5 overdue assessments nudged · 2 students at-risk
SUPPORT
At-risk learners flagged to trainers + support
NEXT
Progress reviews · re-engagement calls booked
Completing · Certified
11
SOA / cert
11 completing · certificates issued
USI transcripts updated
›
COMPLETING
11 students finalising this month
AI BRIEF
Results verified · certificates + SOAs issued
COMPLIANCE
USI transcripts updated · AVETMISS recorded
NEXT
Graduate survey + alumni nurture sequence
Fees & Funding
3 batches
Cert IV Business · intake fees
$18,400
stage: invoiced
›
BATCH
Cert IV Business intake · 18 students
AI BRIEF
Fee invoices issued · 16 paid · 2 on plan
XERO
Reconciled · receipts matched
NEXT
Standard reminders for outstanding
State funding claim · 8 enrolments
$31,200
stage: claim drafted · ⚠ manager sign-off
›
BATCH
Subsidised places · state training contract
AI BRIEF
Eligibility checked · evidence attached · claim drafted
COMPLIANCE
Commencement + AVETMISS data validated
NEXT
Manager sign-off · submit via funding portal
Diploma cohort · payment plans
$12,750
stage: 2 plans active · ⚠ 1 overdue
›
BATCH
Diploma of Leadership · self-funded
AI BRIEF
2 payment plans active · 1 instalment 9 days overdue
ACTION
Reminder SMS + email sent · plan re-offer drafted
NEXT
Follow-up call if unpaid in 3 days