IN BRIEF
Pro Insights is iClassPro’s embedded analytics tool, designed to expand on the data available in standard reports. It uses historical enrollment, attendance, and financial data to help administrators identify trends related to occupancy, students, families, revenue, retention, and skill progression.
- Overview
- Accessing the Feature
- Step-By-Step Instructions
- Troubleshooting & FAQs
- Related Articles
Overview
Pro Insights is a collection of embedded analytics intended to enhance the information already available from iClassPro’s built-in reports. Rather than focusing on single data points, Pro Insights aggregates and analyzes historical data to provide broader insights into enrollment patterns, spending behavior, retention, and progression over time.
These analytics are designed to help administrators:
- Monitor business performance at a glance.
- Identify trends that may require operational or instructional adjustments.
- Make data-informed decisions using visualized metrics instead of raw reports.
Deleting source data will affect the accuracy of results.
Accessing the Feature
If your account is configured to provide Pro Insights analytics, it appears as a separate option on your landing page.
To access Pro Insights:
- Log in to the Office Portal.
- From the landing page (Welcome or Dashboard), select “Pro Insights.”
If you do not see “Pro Insights”, your account may not currently have access to this feature.
Step-By-Step Instructions
Pro Insights provides a number of metrics based on the following categories:
Occupancy
Available Controls
- Site
- Class Date
- From/To
- Class Time
- Program
- Level
- View By
- Class
- Level
- Program
- Site
- Time
Metrics
Displays occupancy based on the selected "Class Date" range, with the data broken down to reflect the "View By" selection.
Students
Available Controls
- Site
Metrics
- Net Student Change
- Student Enrollment Duration - measured as the total time a student spent actively enrolled in classes prior to exiting. Months in which the student was not actively enrolled are not included in the calculation. Students are not included in the calculation until they have exited for at least 90 days.
- Average Student Enrollment Duration (in Months) by Site/Location
- Average Student Enrollment Duration (in Months) by Year
- Active Students by Age (0-13)
- Waitlisted Only Students - Only includes students who are currently on a waitlist but do not have any other active enrollments.
- Waitlisted Only Students
- Total Waitlisted Only Students
- Waitlisted Students by Site
Families
Available Controls
- Site
Metrics
- Net Family Change
- Family Tenure - measured from the start date of the family's first active enrollment to the drop date of the family's last active enrollment. Families are not included in the calculation until they have exited for at least 90 days.
- Average Family Tenure (in Months) by Site/Location
- Average Family Tenure (in Months) by Year
- Active Family Density by Postal Code - displays a map of active families based on postal/zip code.
Financial
Available Controls
- Site
- Date
- Relative Date By
- Years
- Previous Year
- This Year
- Year to Date
- Last Number of Years
- Next Number of Years
- Exclude Previous
- Quarters
- Previous Quarter
- This Quarter
- Quarter to Date
- Last Number of Quarters
- Next Number of Quarters
- Exclude Previous
- Months
- Previous Month
- This Month
- Month to Date
- Last Number of Months
- Next Number of Months
- Exclude Previous
- Weeks
- Previous Week
- This Week
- Week to Date
- Last Number of Weeks
- Next Number of Weeks
- Exclude Previous
- Days
- Previous Day
- This Day
- Till Day
- Last Number of Days
- Next Number of Days
- Exclude Previous
- Years
- Absolute Date Range
- From/To
- Relative Date By
Metrics
- Payments & Refunds
- Payments & Refunds by Site
- Family Spend
- Most Valuable Families
- Filter By All/Active/Inactive status
- Average Family Spend by Site/Location
- Average Lifetime Family Spend
- Most Valuable Families
- Revenue by Program
- Pie Chart
- Table
Student Entries
Available Controls
- Site
- Date Range
- From/To
Metrics
- Brand New Students by Site
- Brand New Students
- Student Entry Ages
- NOTE: The Student Entry Age is calculated as the student's age on the start date of their first active enrollment.
- Brand New Student Details
- Site
- Student
- Entry Date
- Entry Age
- Brand New Student Trials
- Brand New Trial Conversions
Student Exits
NOTE: Student Exit queries ignore the usual "90-day rule" for exits to allow for more operational value.
Available Controls
- Site
- Date Range
- From/To
Metrics
- Exits by Site
- Exited Students
- Exits by Program
- Exits by Level
- Student Exit Ages
- NOTE: The Student Exit Age is calculated as the student's age on the drop date of their last active enrollment.
- Drop Reasons
- Filter by Drop Reason status
- All
- Active
- Deleted
- Filter by Drop Reason status
- Exited Student Details
- Site
- Student
- Exit Date
- Exit Level
- Exit Program
- Class
- Drop Reason
- Exit Age
- Exits: Last 30 Days - Students who have dropped enrollments in the last 30 days and do not have any future enrollments scheduled.
- Potential Exits Next 30 Days - Students who have an upcoming drop in the next 30 days and do not have any future enrollments scheduled
- Student Exits by Attendance
- Detailed Student Exits by Attendance
- Site
- Student
- Attendances - number of attendances that were marked as "Present" since the student's enrollment began.
- Possible Attendances - number of times attendance has been recorded for the student since their enrollment began. ("Present" + "Absent" Attendances).
- Start Date
- Exit Date
- Attendance % - calculated as Attendances / Possible Attendances
Attendances in Level
Available Controls
- Site
- Level
Metrics
- Average Attendances by Level
- Average Attendances by Level Per Site
- Active Students Attendances in Current Level
- Student
- Site
- Level
- Attendances - number of attendances that were marked as "Present" since the student's enrollment began in that class level.
- Possible Attendances - number of times attendance has been recorded for the student since their enrollment began in that class level. ("Present" + "Absent" Attendances)
- Attendance % - calculated as Attendances / Possible Attendances
- Avg, Attendances - the average number of “present” attendances a student generally has in the Class Level before moving up or exiting the program.
- NOTE: This value is used to determine "Below Average/Average/Above Average" status in the "Active Students Attendances in Current Level - Categorized" chart
- Active Students Attendances in Current Level - Categorized
Skill Evaluations
Available Controls
- Site
- Evaluation Date
- From/To
- Evaluator
- Student
- Skill
Metrics
- Evaluation Details
- Total Skills Evaluated
- Evaluations By Rating
- Skills Evaluated by Staff
- Skills Evaluated by Site
- Skills Evaluated Over Time
Quarterly Performance
The 4 KPI cards at the top of the “Quarterly Review” tab reflect the aggregate value across all sites the account has access to.
The reports at the bottom (i.e., the line chart and the table) show these values broken down per site for easy comparison.
Available Controls
- Site
- Quarter
- Year-Quarter
- Vs
- Year-Quarter
Metrics
- Student Growth - percent change of active students from one quarter to the other. (NOTE: includes only ACTIVE or ONE DAY enrollments within the same quarter, and each student is only counted once.)
- Enrollment Growth - percentage change of active enrollments from one quarter to the other. (NOTE: includes only ACTIVE or ONE DAY enrollments within the same quarter. Each enrollment is counted separately, so students with multiple enrollments will count once for each enrollment.)
- Revenue Growth - percentage change of payments received from one quarter to another.
- Revenue Per Student Growth - percentage change in revenue per student from one quarter to another.
Click here for more information about how Pro Insights calculates these values.
Notes
- The system is limited to pulling the past three years (36 months) worth of metrics for comparison (based on the current quarter).
- Selecting a particular “Report Metric” will update the line graph and accompanying table data to match.
Troubleshooting & FAQs
-
Why do I not see Pro Insights on my Welcome or Dashboard page?
- Pro Insights only appears if your account is configured to include this feature. If it is not visible, your account may not currently have access to Pro Insights.
-
Why does data in Pro Insights look different from standard reports?
- Pro Insights uses aggregated historical data and specific calculation rules that may differ from individual reports. In some cases, metrics also exclude records until certain conditions are met, such as students or families being exited for at least 90 days.
-
Why are some students or families not included in certain analytics?
- Some Pro Insights metrics only include records after a student or family has been exited for a minimum period of time. Active records or recently exited records may not yet qualify for inclusion.
-
Why did Pro Insights data change after records were deleted or updated?
- Pro Insights relies on source data within the System. Deleting or modifying enrollments, financial records, or skill evaluations can affect how analytics are calculated and displayed.
Related Articles
- How is Net Student Change Calculated? (Pro Insights)
- How is Net Family Change Calculated? (Pro Insights)
- What are Waitlisted Only Students? (Pro Insights)
- How is the Conversion Rate Calculated? (Pro Insights)
- How is Family Tenure Calculated? (Pro Insights)
- How is Average Family Spend Calculated? (Pro Insights)
- How is Student Enrollment Duration Calculated? (Pro Insights)
- How is Class Occupancy Calculated? (Pro Insights)
- How is Quarterly Performance Calculated? (Pro Insights)