View upcoming Courses with low profitability

Steps to view all Courses with low profitability

1 View all upcoming Classroom Courses with low profitability
2 View all upcoming Webinar Courses with low profitability
3 Build a Dashboard Area to show you all upcoming Courses with low profitability

Related Helpguide Pages

Learn how to view a list of all Courses that are coming up soon, that have a low profitability.

When you are reviewing your upcoming course schedule, one of the key factors to assess is how profitable each Course is.

Understanding which of your Courses is not yet generating a high income empowers you to make informed decisions - whether you continue to offer this Course, whether you strategise discounts for to promote bookings, or whether you decide to cancel the Course.

To be able to flag which of your Courses are not making a high profit, you can build a reusable filter on your Course DataGrids to quickly see only your low profit Courses! You can also create a dedicated gadget on your Dashboard to have this information available as soon as you login!

Follow this page to learn the steps to view all upcoming Courses with a low profit! that do not have a venue assigned to them yet.

View all upcoming Classroom Courses with low profitability

This step will run through how to access the list of upcoming Class Courses that are reporting a low or negative profit.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all Classroom Courses with a low profit, you will follow these steps:

Access and filter your Class Courses DataGrid
Display the information you require in your DataGrid

Access and filter your Class Courses DataGrid

This step will take you to a list of all future Classroom Courses with low profitability numbers

Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side
This will open the Class Course DataGrid which will show all Class Courses within the Platform
First check to see if you have an existing filter available in your DataGrid which only shows you Courses with a low profit, if you do have an existing filter please click on it to apply it to your DataGrid and skip to step 10
Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid
If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar
Click on the ‘+ Create New’ option
Create your new filter using the following settings:
'Profitability Forecast' - ‘Less Than Or Equal To’ - 'your profit number'
Please update the ‘500’ to the profit number of your choice
Click the ‘Preview’ button to check that your filter works as you expect
To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button
Click on the 'Save' button
You can filter your list of Courses further by adding in another filter rule to show Courses running in the next 30 days, to do this, click to add another new filter via the ‘Filters’ button, and use the rule:
'Start Date' - ‘Period’ - ‘Next 30 days’
Click on the ‘Save’ button to create your second filter
Your DataGrid will now have two filters applied, and will only show you Courses with a low profitability that start in the next thirty days

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Class Courses DataGrid so that you can see the information you need to see.

If you do not already have it open, access the ‘Class Courses’ DataGrid by going to Courses > Class in the main menu on the left-hand side
Consider the information that you need to know about your Courses
This could include start date, venue name, available places, profitability forecast
Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option
To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results
Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button
You will now see the information you need, within your DataGrid

View all upcoming Webinar Courses with low profitability

This step will run through how to access the list of upcoming Web Courses that are reporting a low or negative profit.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all Classroom Courses with a low profit, you will follow these steps:

Access and filter your Web Courses DataGrid
Display the information you require in your DataGrid

Access and filter your Web Courses DataGrid

This step will take you to a list of all future Webinar Courses with low profitability numbers

Access the Web Courses DataGrid by going to Courses > Web in the main menu on the left-hand side
This will open the Web Course DataGrid which will show all Web Courses within the Platform
First check to see if you have an existing filter available in your DataGrid which only shows you Courses with a low profit
Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid
If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar
Click on the ‘+ Create New’ option
Create your new filter using the following settings:
'Profitability Forecast' - ‘Less Than Or Equal To’ - 'your profit number'
Please update the ‘500’ to the profit number of your choice
Click the ‘Preview’ button to check that your filter works as you expect
To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button
Click on the 'Save' button
You can filter your list of Courses further by adding in another filter rule to show Courses running in the next 30 days, to do this, click to add another new filter via the ‘Filters’ button, and use the rule:
'Start Date' - ‘Period’ - ‘Next 30 days’
Click on the ‘Save’ button to create your second filter
Your Web Courses DataGrid will now have two filters applied, and will only show you Courses with a low profitability that start in the next thirty days

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Webinar Courses DataGrid so that you can see the information you need to see.

If you do not already have it open, access the 'Web Courses' DataGrid by going to Courses > Web in the main menu on the left-hand side
This will open the Web Course DataGrid which will show all Web Courses within the Platform
Consider the information that you need to know about your Courses
This could include start date, available places, profitability forecast
Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option
To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results
Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button
You will now see the information you need, within your DataGrid

Build a Dashboard Area to show you all upcoming Courses with low profitability

This process will show you how to build a new Dashboard Area on your Dashboard for you to view a gadget that shows you all Courses (Class & Web) that are running in the next 30 days, that have low profitability

This Dashboard Area will then be available to you from your homepage each time you login so that you always have quick access this information!

To build your new Dashboard Area, you will follow these steps:

Add a new Dashboard Area
Add a DataGrid Gadget to show you a list of the future Courses that do not have a venue

Optional - Add a new Dashboard Area

This step will show you how to add a new Dashboard Area to your Dashboard, if you already have a Dashboard area that you can add this new gadget to you can skip this step.

Open the 'Dashboard' from your main navigation menu on the left
Click on the arrow icon button on the Dashboard Area drop-down box
Click on the ‘Add Area’ option to create a new, blank, Dashboard Area
Provide a name for your new Dashboard Area
Click 'OK'
You will now have a new Dashboard Area which does not contain any Gadgets
Move onto the next step to start adding Gadgets to your Dashboard Area!

Add a DataGrid Gadget to show you a list of the future Courses that have low profitability

This step will show you how to add a new gadget to your Dashboard Area which shows you a list of Class and Web Courses running in the next 30 days with low profit numbers

When you are viewing the Dashboard Area that you would like to add your Gadget to
Click on the ‘Add Gadget’ button at the top right of the page
Find the ‘DataGrid’ gadget and click the ‘Add Gadget’ button
The Gadget will be added to your Dashboard, it now needs configuring
Click on the message within the Gadget to open the settings to set your Gadget up
Complete the following details:
1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Courses with low profit’
2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it
3. Auto-height: We recommend leaving this option unchecked so that you can change the height of the gadget yourself
4. Module: Select the ‘Course Date’ module
5. Columns: Select the Course information that you would like to include in your DataGrid Gadget, and select which columns you would like to sort your Courses by (for example, if you would like to see all the Courses that are running first, you can sort by the Start Date ascending)
6. Filters: this is where we will define the criteria for the Delegates we want to show in the Gadget! The filters we recommend for this are:
  1. ‘Start Date’ – ‘Period’ – ‘Next 30 Days’ this will mean that Course will show for the next 30 days
  2. ‘Course Status’ – ‘Is In' – 'Available’ this will mean that only Courses that are available are included
  3. ‘Forecast Profitability’ – ‘Is Less than or Equal To’ – ‘500’ (Please update the ‘500’ to the profit number of your choice)
Click Save to complete your Gadget
You can now reposition and adjust the size of your Gadget before moving onto the next one. You can do this by hovering over the edge of the Gadget and using the arrows to drag it to size