HUB – Collingwood

Automation workspace

Choose a module to continue.

Unified Inbox

Every touchpoint, in one chronological view.

Date

Account

Channel

Dir.

Contact

Message

Accounts

Families, students and complete thread summaries.

Follow-up queue

Callback requests first, then newest conversations.

Monday digest

Needs follow-up

Notable threads · last 7 days

Mastery Check Filing

Nightly filing status and Collingwood activity.

Nightly filing active

Last run summary

The Oct 2, 2026 nightly filing run processed 7 Collingwood scans, renamed and filed all 7, and left no files in the held queue. The Oct 1 run filed 12 scans with 3 held for review.

Last recorded runOct 2, 20267 moved · 0 not moved

Previous runOct 1, 202612 moved · 3 not moved

ScheduleNightly · 10:55 PM PTNext run follows the nightly schedule

Open live CSV in Drive ↗

Mastery Check Filing

Nightly filing status and Collingwood activity.

Needs review

Held files that need a human decision before filing.

held files

Open live held-queue file in Google Drive

How to resolve

No student folder found

Verify the student — never guess a spelling. Then either move the file into the student’s “Completed Mastery Checks” subfolder and remove the NO_STUDENT_FOLDER__ prefix, or create the missing student folder as FirstName LastName_CW; the next nightly run will file it automatically.

Name not on roster

Confirm the correct full name and PK with the centre director. Rename the file to FirstName LastName_PK####_YYYYMMDD and file it. Never guess from a partial scan.

Possible duplicate: Compare with the file in the student folder; delete it if identical.
Multiple matching students: Open the scan and confirm the right student.
Multi-page scan: Keep the worksheet page or pages, then rename properly.
Unreadable scan: Identify the student manually, then rename the file.

Mastery Check Filing

Nightly filing status and Collingwood activity.

Audit log

Collingwood mastery-check events in chronological order.

245 audit entries

Collingwood onlyThrough Oct 2, 2026 · latest 50 shown

Filter by action

Collingwood mastery-check filing audit log
Timestamp	Center	Action	Original filename	New filename	Details
2026-09-29 00:00:00	CW	Move file	Maya Cornelia_PK3078_20260929.pdf	—	Moved to Maya Cornelia_CW (file ID 1P1Id5PYqwllUSOIub2Ra7Uw2XwWqyGbo)
2026-09-29 00:00:00	CW	Move file	Raphael Stiem_PK3116_20260929.pdf	—	Moved to Raphael Stiem_CW (file ID 1UzHTzFRhIL_TNTgRwxtSF8St2r-_5nHF)
2026-09-29 00:00:00	CW	Move file	Jake Kutzner_PK3334_20260929.pdf	—	Moved to Jake Kutzner_CW (file ID 1kzCchnu0SPUQNW8OKn-bqR_8e5ojFBEt)
2026-09-29 00:00:00	CW	Move file	Mia Stimac_PK3078_20260929.pdf	—	Moved to Mia Stimac_CW (file ID 1mLnw-AHXm6rNNySSH_TTBZ5cm7Z3KgrW)
2026-09-29 00:00:00	CW	Move file	Emily Rampre_PK3078_20260929.pdf	—	Moved to Emily Rampre_CW (file ID 1BEO9pRGeHafq8ObNdulZQx1qu9zNpguH)
2026-09-29 00:00:00	CW	Move file	Emily Rampre_PK3084_20260929.pdf	—	Moved to Emily Rampre_CW (file ID 19Di4rVLKHh_WaCfHYU4qbJS8wzkNlR5s)
2026-10-01 00:00:00	CW	Discover files	—	—	Discovered 15 PDF files in source folder (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_015.pdf	Charlotte Situ_PK3052_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_014.pdf	Charlotte Situ_PK3156_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_013.pdf	Kyan Abdulla_PK3314_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_012.pdf	Connor Quan_PK3028_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_011.pdf	Kaia Pope_PK3063_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_010.pdf	Casey Xie_PK3432_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_009.pdf	Letizia Fan_PK3418_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_008.pdf	Cecil Fan_PK3146_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_007.pdf	Casey Xie_PK3412_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_006.pdf	Ashlyn Duong_PK3395_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_005.pdf	Shadrach Boateng_PK3086_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_004.pdf	Mirabelle Liang_PK3203_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_003.pdf	Annalla Carvalno_PK3149_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_002.pdf	Vianna Carvalno_PK3115_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Rename file	20261001193954_001.pdf	Emma Li_PK3232_20261001.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-01 00:00:00	CW	Create subfolder	—	—	Created student subfolder 'Mirabelle Liang_CW' (CW)
2026-10-01 00:00:00	CW	Move file	Charlotte Situ_PK3052_20261001.pdf	—	Moved to Charlotte Situ_CW (file ID 1JFJ0l4aeiIGduZmuLRD3aiPAeOcnbSIE)
2026-10-01 00:00:00	CW	Move file	Charlotte Situ_PK3156_20261001.pdf	—	Moved to Charlotte Situ_CW (file ID 1JFJ0l4aeiIGduZmuLRD3aiPAeOcnbSIE)
2026-10-01 00:00:00	CW	Move file	Kyan Abdulla_PK3314_20261001.pdf	—	Moved to Kyan Abdulla_CW (file ID 1lC41g084t5wR8OQFIaxJkVgMcBj7kCqh)
2026-10-01 00:00:00	CW	Move file	Connor Quan_PK3028_20261001.pdf	—	Moved to Connor Quan_CW (file ID 1tMIajZMR-MmoeuyVtmpm3014SKydLxBh)
2026-10-01 00:00:00	CW	Move file	Kaia Pope_PK3063_20261001.pdf	—	Moved to Kaia Pope_CW (file ID 1oTVibtgv3bW-6QLvR03JpdMMJ6iim9qX)
2026-10-01 00:00:00	CW	Move file	Casey Xie_PK3432_20261001.pdf	—	Moved to Casey Xie_CW (file ID 1rh8rwE3TkHq-cNGCGrB-KigG0rMnBxg5)
2026-10-01 00:00:00	CW	Move file	Letizia Fan_PK3418_20261001.pdf	—	Moved to Letizia Fan_CW (file ID 1DTkMgQtXsZ9VRHjTsa-g0SkL3GMQwpLE)
2026-10-01 00:00:00	CW	Move file	Casey Xie_PK3412_20261001.pdf	—	Moved to Casey Xie_CW (file ID 1rh8rwE3TkHq-cNGCGrB-KigG0rMnBxg5)
2026-10-01 00:00:00	CW	Move file	Ashlyn Duong_PK3395_20261001.pdf	—	Moved to Ashlyn Duong_CW (file ID 1bbcA30TnB4vU7yf_oMT8AYvnS2DnMsCc)
2026-10-01 00:00:00	CW	Move file	Shadrach Boateng_PK3086_20261001.pdf	—	Moved to Shadrach Boateng_CW (file ID 1V_nOPCWMA4ZpqhIQz8-U2p4RezfWUO1J)
2026-10-01 00:00:00	CW	Move file	Mirabelle Liang_PK3203_20261001.pdf	—	Moved to Mirabelle Liang_CW (file ID 1AeQwZUfxCFY8hsKtsNrwFwjj4UZuoezv)
2026-10-01 00:00:00	CW	Move file	Emma Li_PK3232_20261001.pdf	—	Moved to Emma Li_CW (file ID 1LGMI_3Xg2lw9_SALCE4vFhXPngCqwIgb)
2026-10-01 00:00:00	CW	Not moved	Cecil Fan_PK3146_20261001.pdf	NO_STUDENT_FOLDER__Cecil Fan_PK3146_20261001.pdf	NO_STUDENT_FOLDER (CW): no student folder matches 'Cecil Fan'; closest folders: Ω_INACTIVE_Ferlynn Fang_CW, Andre Fang_CW, Anya Fang_CW (renamed with NO_STUDENT_FOLDER__ prefix, left in CW source folder)
2026-10-01 00:00:00	CW	Not moved	Annalla Carvalno_PK3149_20261001.pdf	NO_STUDENT_FOLDER__Annalla Carvalno_PK3149_20261001.pdf	NO_STUDENT_FOLDER (CW): no student folder matches 'Annalla Carvalno'; closest folders: none (renamed with NO_STUDENT_FOLDER__ prefix, left in CW source folder)
2026-10-01 00:00:00	CW	Not moved	Vianna Carvalno_PK3115_20261001.pdf	NO_STUDENT_FOLDER__Vianna Carvalno_PK3115_20261001.pdf	NO_STUDENT_FOLDER (CW): no student folder matches 'Vianna Carvalno'; closest folders: none (renamed with NO_STUDENT_FOLDER__ prefix, left in CW source folder)
2026-10-02 00:00:00	CW	Discover files	—	—	Discovered 7 PDF files in source folder (CW)
2026-10-02 00:00:00	CW	Rename file	20261002183832_001.pdf	Aurelia Zhao_PK3007_20261002.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-02 00:00:00	CW	Rename file	20261002183753_003.pdf	Aaron Madar_PK3512_20261002.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-02 00:00:00	CW	Rename file	20261002183753_002.pdf	Maya MacKenzie_PKH120_20261002.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-02 00:00:00	CW	Rename file	20261002183753_001.pdf	Franz Tubedan_PK3307_20261002.pdf	Renamed from scanner filename; student name and PK extracted from scanned page (CW)
2026-10-02 00:00:00	CW	Move file	Aurelia Zhao_PK3007_20261002.pdf	—	Moved to Aurelia Zhao_CW (file ID 1dI5FLlozWVOYRip_x3HUMb8W_m6kSqfp)
2026-10-02 00:00:00	CW	Move file	Aaron Madar_PK3512_20261002.pdf	—	Moved to Aaron Madar_CW (file ID 1GYRCAwiiwNh5y5uiJmAbTuqjAI6056ff)
2026-10-02 00:00:00	CW	Move file	Maya MacKenzie_PKH120_20261002.pdf	—	Moved to Maya MacKenzie_CW (file ID 1yXhJgNBbrJdl-z_mRsUt14Sg2Iu4AlLW)
2026-10-02 00:00:00	CW	Move file	Franz Tubedan_PK3307_20261002.pdf	—	Moved to Franz Tubedan_CW (file ID 1K-ZYy47oqX0UcOTGqeRTFvTrEIhFV23j)
2026-10-02 00:00:00	CW	Move file	Vianna Carvalho_PK3115_20261001.pdf	—	Moved to Vianna Carvalho_CW (file ID 1fFHd34ERxc-_xHAVTCUOGSAuydJlHcwN)
2026-10-02 00:00:00	CW	Move file	Ceci Fan_PK3146_20261001.pdf	—	Moved to Ceci Fan_CW (file ID 1sMzo8hktRICnC6aW0ujzqrD7bWo-IsWA)
2026-10-02 00:00:00	CW	Move file	Annalia Carvalho_PK3149_20261001.pdf	—	Moved to Annalia Carvalho_CW (file ID 1sqRPUOw0RFZv0LUbJLq8CKs8rJVDYv8W)

Lead Nurture

Collingwood lead automation and nurture workflows.

Active

Apptoto → Radius daily log

Every morning around 6:30 AM Pacific, the automation scans apptoto appointment notifications and logs each booking, cancellation, and reschedule as one completed Radius activity.

Activity Group: Leads
Completed Date: Date the apptoto notification email was sent
Due Date: Appointment date and time
Status update: Bookings and reschedules move the lead from Open to Assessment Pending
Assignee: API.Access
Coverage: Collingwood inbox connected

Paused

Nurture email sequence

Periodic enrollment emails to leads based on lead status and previous communications.

Next step: Paused while the apptoto sync was prioritized. Resumes on Alvin's go-ahead.

Apptoto → Radius action log

Collingwood actions from the daily automation and historical backfill.

0 entries

As of 2026-09-28

The log grows with each daily run and refreshes on dashboard updates.

Collingwood Apptoto to Radius actions
Notified	Action	Client	Appt time	Assignee	Radius outcome

No actions logged yetThe backfill is still running.

Financial Desk

Review Collingwood hold and inactive accounts against scheduled Helcim payments before month-end.

Latest billing reconciliation

Open the latest saved Collingwood status for the upcoming billing cycle.

Centre Analytics

Collingwood · Enrollment, revenue, retention and student mix in one operating view.

Finalized through September 2026BI snapshot · October is not finalized

Year Month or period

Trend charts compare 2026 with 2025 from January through the selected period.

Revenue is reported revenue. Percentage changes use the available prior-year period; arrows describe direction, not whether the result is desirable.

Key metrics

Trends

Select or hover a mark to read its value.

Reported revenue — monthly

20262025

Active students — monthly

20262025

Enrollment flow

Monthly operating signals

New vs terminated enrollments

NewTerminated

Termination rate — terminated ÷ active

20262025

Net student change — new minus terminated

20262025

Both years appear side by side. The zero line separates monthly enrollment gain from contraction.

Holds vs terminated enrollments — monthly counts

Holds · 2026Terminated · 2026Holds · 2025

These are separate monthly aggregates, not cohort-matched transitions. Use the comparison as a monitoring signal, not proof that a held student later terminated.

Customer value & funnel

Two-year comparison

Length of stay — months

20262025

Lifetime value — dollars

20262025

Lead → first assessment

20262025

First assessment → new account

20262025

Monthly aggregate counts are not cohort-matched. Rates can exceed 100% when conversions complete after the originating month.

Student & membership mix

Current supporting snapshots

Student age distribution — BI snapshot

167 students in the age-band export. Age bands are not the same as recorded school grades.

Monthly detail

Jan–Aug for both years

Sources: Month End Dashboard 2.0 BI exports, currency set to Local; Collingwood rows only. 2025 covers Jan–Dec; 2026 is finalized through September, so October is omitted rather than shown as zero. All figures are a fixed snapshot and do not update when this page opens.

Performance Bonus

Your bonus breakdown for the period.

Metric	Target	Actual	Payout	Notes

Total payout

HUB access

Automation workspace

Unified Inbox

Accounts

Follow-up queue

Needs follow-up

Notable threads · last 7 days

Mastery Check Filing

Last run summary

Mastery Check Filing

Needs review

How to resolve

No student folder found

Name not on roster

Mastery Check Filing

Audit log

Lead Nurture

Apptoto → Radius daily log

Nurture email sequence

Apptoto → Radius action log

Financial Desk

Latest billing reconciliation

Centre Analytics

Key metrics

Trends

Reported revenue — monthly

Active students — monthly

Enrollment flow

New vs terminated enrollments

Termination rate — terminated ÷ active

Net student change — new minus terminated

Holds vs terminated enrollments — monthly counts

Customer value & funnel

Length of stay — months

Lifetime value — dollars

Lead → first assessment

First assessment → new account

Student & membership mix

Student age distribution — BI snapshot

Monthly detail

Demand and revenue are growing, while conversion has softened.

Key findings

Recommended action plan

Run a hold-rescue sequence before July

Audit the assessment handoff

Investigate the August termination spike

Performance Bonus