Post-enrolment commission tracking

Dashboard

Built for Boomerang International

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.

โœ“ Multi-year instalments โœ“ Reminder workflow โœ“ Expected vs received โœ“ Per-college rollup
Maya Chen ยท #2Monash Malaysia ยท $1,850 overdue
Reminder due3 colleges, 4 instalments this week

Instalments to chase

0 to chase

Recent activity

live demo

Confirmed enrolments

Each enrolment carries its own instalment schedule. Fed from Leeds CRM in production, seeded for the demo.

post-enrolment
StudentCourse / collegeTotal commissionReceived / expectedNext instalmentOwner

Instalment schedule

Every instalment across every enrolment, sorted by what needs attention first.

board view

Colleges to follow up

Overdue and due-soon instalments grouped by college. Log a reminder or mark received when the college pays.

action queue

By college

rollup
College / universityInstalmentsExpectedReceivedTotal

By due month

forecast

Blue = 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.

๐Ÿ” Login & roles๐Ÿ” Leeds CRM sync๐Ÿ“ง Scheduled college reminders๐Ÿงพ Receipts log + uploads๐Ÿ“Š Forecast dashboard๐Ÿ“ค Excel / PDF export๐Ÿ›ก Audit trail

Demo controls

Reset browser demo data before presenting if needed.

Instalment schedule