Agency-wide reporting — from website lead to enrolled student, one live dashboard
Reports Overview plus CRM, education, finance, commission, partner, and operations workspaces — with global filters, drill-downs to real records, and exports your owners and accountants actually trust.
9+
report workspaces
1
shared filter bar
0
spreadsheet exports at month-end
142
Leads
89
Apps
$124K
Revenue
Why agency owners still run the business from spreadsheets
When CRM, applications, finance, and commission live in separate exports, leadership makes decisions on stale numbers — and branch managers can't compare offices fairly.
Leadership asks for numbers nobody has
Problem: The owner wants pipeline health, branch comparison, and commission status — but CRM is in one tool, finance in another, and someone spends Friday exporting Excel that is already stale.
Solution: Reports Overview aggregates CRM, education, finance, commission, and partner KPIs with one date range and branch filter. Every widget drills into the module report with filters carried forward.
Multi-branch agencies compare offices in WhatsApp
Problem: Dhaka says they converted 40 leads; HQ's spreadsheet shows 32. Counselor performance and branch bottlenecks live in separate files — no single source of truth.
Solution: Branch and counselor filters on every report. Operations and CRM reports show funnel, caseload, and overdue follow-ups per office — leadership compares branches without manual consolidation.
Marketing can't prove channel ROI
Problem: Ad spend goes up every quarter, but nobody can tie Facebook leads to enrolled students. Campaign tags exist in theory; reporting still counts form fills, not conversions.
Solution: CRM source performance and campaign attribution reports show leads → qualified → applications → enrolled per channel. Pair with lead sources and campaigns to shift budget to what actually enrolls students.
Overview plus CRM, education, finance, commission, partners, operations, service, and portals
Not a generic BI add-on — module reports built on the same leads, applications, invoices, and commission records your team already works from.
One screen for agency owners and branch managers
Primary and operational KPIs, lead-to-arrival funnel, finance snapshot, commission strip, partner and branch performance, bottlenecks, and alerts — all reacting to the same global filter bar.
- Quick range: today, this week, month, quarter, YTD
- Filters: branch, engine, country, partner, counselor, currency view
- Compare to previous period on every KPI card
- Drill links carry filter context to CRM, education, finance, and more
142
Leads
89
Apps
$124K
Revenue
Branch, engine, partner, and period — set once, drill everywhere
Agency owners filter by month and branch. Partnership managers scope to one agent. Finance switches currency view. Compare-to-previous-period shows deltas on every KPI card.
- Date presets: today, this week, month, quarter, year-to-date
- Education vs service engine filter for mixed agencies
- Partner and counselor filters for attribution and caseload
- Drill links carry the same query string to module reports and record lists
Global filter bar
One filter context across every report
Date range
This month · last month · quarter · YTD
Branch
HQ Malaysia · Dhaka · Petaling Jaya
Engine
All · Education · Service
Country
Malaysia · Bangladesh · All
Partner
ABC Overseas · Global Bridge
Counselor
Filter caseload and conversion per counselor
Currency view
Base currency or original where relevant
Compare period
Delta % on KPI cards vs previous range
Primary business metrics and operational health on one screen
Leadership scans revenue and enrollment KPIs. Ops managers spot overdue follow-ups and document backlogs before they become complaints. Every card links to the report or workspace that fixes it.
Primary business metrics
Total leads
486
+6.2% vs prev.
CRM report →
Applications
124
+5.1% vs prev.
Education report →
Offers accepted
24
+3.0% vs prev.
Education funnel →
Collected (RM)
RM 218K
+8.4% vs prev.
Finance report →
Commission payable
RM 64K
Commission report →
Arrivals
11
+2 vs prev.
Education report →
Operational health
Overdue follow-ups
23
CRM report →
Docs pending verify
41
Document inbox →
Receivables 31–60d
RM 38K
Finance receivables →
Claims overdue
4
Commission income pool →
Active campaigns
8
Campaigns workspace →
Partner leads (MTD)
67
Partner reports →
Reports Overview
Lead → arrival funnel
Click any stage to drill into CRM or education reports with filters applied.
Leads
Qualified
Students
Applications
Offers sent
Accepted
Visa / travel
Arrivals
Swipe horizontally to view the funnel
Lead → qualified → enrolled → arrived — not just top-of-funnel counts
Education agencies need the full journey: inquiries from your website and partner agents, through applications and offers, to visa and arrival. The funnel reacts to branch and counselor filters like every other widget.
- Eight stages from leads through completed arrivals
- CRM report for top-of-funnel; education report for applications onward
- Pair with campaigns and lead sources to prove channel ROI
- Commission snapshot strip shows payable and paid alongside enrollment KPIs
Finance reports
Ten report types in one workspace
Invoiced
RM 284K
Collected
RM 218K
Receivables
RM 62K
Expenses
RM 94K
Viewing Overview — filters and exports apply to the active tab.
Income, receivables, cash flow, and branch finance — ten report tabs
Student invoices, collections, expenses, and payouts reconcile in finance reports. Education vs service split helps agencies running both pathways see where revenue actually comes from.
- Executive KPI cards with invoiced, collected, and receivables
- Receivable aging buckets with overdue concentration alerts
- Branch finance comparison for multi-office groups
- Schedule and export reports for accountant reconciliation
Bottlenecks surface before clients call to complain
Overdue follow-ups, documents awaiting verification, stuck applications, and overdue commission claims — each links to the workspace your team uses to clear the queue.
Documents awaiting verification
41Open document inbox →
Overdue counselor follow-ups
23Open CRM follow-ups →
Applications stuck at offer stage
12Open education report →
Commission claims past due
4Open income pool →
From agency overview to filtered records in four steps
Reporting in edazent is designed for owners who need the big picture and counselors who need to fix one overdue follow-up — without exporting CSVs.
Set your view
Pick date range, branch, and engine on Reports Overview or any module report. Filters persist when you drill down — no re-selecting the same month on every page.
Scan KPIs and funnel
Owners see primary business metrics and operational health cards. Marketing checks source performance. Finance opens the commission strip and finance snapshot without leaving overview.
Drill to real records
Click any KPI, funnel stage, or partner row — land on filtered CRM leads, applications, or finance detail with the same query context. Fix issues where they live, not in a static PDF.
Export for stakeholders
Snapshot JSON or CSV exports for accountants, branch managers, and board packs. Schedule finance reports when your team needs recurring reconciliation.
What agency teams open every Monday morning
Start at Reports Overview, drill into the module that needs attention, and export when finance or the board needs a pack — all from the same login your counselors use.
Open Reports Overview
Start at the agency-wide hub — KPIs, funnel, finance snapshot, and quick links to every module report.
Run CRM funnel report
Pipeline stages, source performance, and counselor tables — drill to filtered lead lists.
Export finance period
Income, receivables, and cash flow by date range — for accountant and branch review.
Review bottlenecks
Overdue follow-ups, document backlog, and stuck applications — jump straight to the workspace that fixes them.
How each role uses agency reporting
Owners, branch managers, marketing, and finance — everyone gets the visibility they need from the same live data, scoped by role and filter.
Agency owner
Scenario: Board meeting in two days: how is pipeline vs last quarter, which branch is underperforming, and how much commission is still pending from universities?
With edazent: Reports Overview with compare-to-previous-period on KPIs, branch performance cards, commission snapshot, and lead-to-arrival funnel — export snapshot for the meeting.
Branch manager
Scenario: You run the Dhaka office and need counselor caseload, overdue follow-ups, and application conversion for your team only — not the whole group.
With edazent: Branch filter on every report workspace. CRM counselor tables and operations bottlenecks scoped to your office. Drill to your team's leads and applications in one click.
Marketing manager
Scenario: Leadership wants to know if the education fair and Facebook ads actually produced enrolled students — not just inquiry form fills.
With edazent: CRM source and campaign reports with funnel conversion per channel. Pair with campaigns workspace to shift spend toward sources that reach offer accepted and enrolled.
Finance manager
Scenario: Month-end: receivables aging, collected vs outgoing, commission payable, and partner payout reconciliation — all due before the accountant calls.
With edazent: Finance reports with ten tab types, receivable aging, and education vs service split. Commission and partner reports tie payouts to applications — export by date range for reconciliation.
Reports read from the same data your team works in
No separate data warehouse. CRM leads, applications, invoices, and commission claims feed reports automatically — update a record, and the dashboard reflects it.
CRM & Lead Sources
Pipeline and source reports feed from the same leads your counselors work — website, walk-in, and partner channels tagged from intake.
Learn moreStudents & Applications
Education reports reflect application stages, offers, and visa progress — the same records students see in their portal.
Learn moreFinance & Commission
Finance and commission reports reconcile student fees with university income pools and partner payouts — no duplicate spreadsheets.
Learn morePartners & Campaigns
Partner and campaign attribution reports show which agents and channels drive revenue — transparent for partnership managers.
Learn moreAgency success story
“Support responds within minutes. edazent helped manage projects, tasks, sales, financials and reporting all in one place.”
— Tanvir Ahmed, Business Development Manager at ZTA Education Consultants
24/7 support rating: 10/10
Reporting: spreadsheets vs one connected system
See how live module reports compare to Friday Excel exports, disconnected CRM analytics, and commission math nobody trusts.
Manual / Spreadsheets
1/8
features covered
Generic CRM
2/8
features covered
edazent
7.5/8
features covered
| Feature | Manual | Generic CRM | edazent |
|---|---|---|---|
| Lead pipeline CRM | |||
| Application lifecycle tracking | Spreadsheets | Basic | Full wizard + stages |
| Institution & programme database | |||
| Document rules engine | |||
| Website ↔ CRM sync | |||
| Commission income pool & payout schemes | Excel | ||
| Student portal | Add-on | ||
| Agent portal |
Swipe horizontally to compare features
14 capabilities purpose-built for education & migration agencies.
View full comparisonWorks best with
CRM Pipeline
Track every contact from first inquiry to enrollment
Campaigns
Track every marketing campaign from spend to enrollment
Commission Engine
Automate agent and counselor payouts
Workflow Automation
One backend for your agency website, CRM, and client portals — with workflow templates on every case
One connected system
Your agency website, office CRM, and client portals — one system, one database
Reports pull from the same CRM, applications, finance, and commission data your team updates daily — no separate sync.
Start using Reports & Analytics
See pipeline, finance, and partner performance from one dashboard. Start your free trial — CRM, applications, and commission connected from day one.
- No credit card required
- Cancel anytime
- Setup in minutes
Why agencies switch
10
Agency partners
20+
Platform modules
2
Office locations
7 days
Free trial
Education & migration agencies in Bangladesh, Malaysia, and Australia trust edazent.