Post-enrolment commission tracking
Dashboard
Track every commission instalment from confirmed enrolment to final payment.
Leeds CRM confirms the enrolment. This tracker handles the part that comes after: known first instalments, the long-tail ones that depend on the college reporting back, and the reminders you need to send to chase them.
Recent activity
live demoConfirmed enrolments
Each enrolment carries its own instalment schedule. Fed from Leeds CRM in production, seeded for the demo.
| Student | Course / college | Total commission | Received / expected | Next instalment | Owner |
|---|
Instalment schedule
Every instalment across every enrolment, sorted by what needs attention first.
Colleges to follow up
Overdue and due-soon instalments grouped by college. Log a reminder or mark received when the college pays.
By college
rollup| College / university | Instalments | Expected | Received | Total |
|---|
By due month
forecastBlue = expected, green = already received. Bars scaled to the busiest month.
To confirm on the call
scope check- Instalment cadence: confirm typical schedule per college (annual, semester, etc.) and how many years.
- First instalment trigger: when is the first commission known โ at enrolment, at start of term, on first tuition receipt?
- College reporting: which colleges report instalments proactively vs need chasing.
- Reminder cadence: how often to nudge a college after a missed instalment, and through what channel.
- Leeds CRM sync: CSV export, direct API, or a webhook on confirmation.
- Production scope: shared accounts, audit trail, scheduled reminder emails, payment receipts upload.
Recommended next phase
Production Commission Tracker
This demo runs in the browser. The paid production version adds a real database, multi-user access, Leeds CRM sync, scheduled reminder emails to colleges, and audit logs of every payment receipt.
Demo controls
Reset browser demo data before presenting if needed.