Phoenix Consulting CRM
Actions
Shop orders are handled automatically. Exceptions and refunds still need review.
Business at a glance
Last 12 complete months, against the 12 before them.
Seasonality and trend
Who to invite next
Built from enrollment and payment history only. This dashboard keeps no record of what was last said to anybody.
Repeat customers
Lifetime value is EUR only.
Revenue by program
Only money that could be traced to a program is split up here.
Data trust and reconciliation
Is the data flowing?
Freshness here does not confirm that an invoice was delivered or a payment matched to a course. Pennylane has the invoices. Money that has not been matched to a course is on the Payments to review tab.
Waiting on you
Data quality backlog
People
Course runs
Enrollments
Your course
What to do
Nothing here sends or creates anything.
Who is here
Meetings
Handouts and links
Links only. Nothing is uploaded here.
Delivery timeline
Who helped run it
Not learners. Recording somebody here gives them access to nothing.
Payments
Payments that arrived through the shop are read-only here.
Current invoices and refund notes are in Pennylane. Each payment shows its invoice number.
Older invoices (before Pennylane)
Read-only. Recorded before invoicing moved to Pennylane.