CounselorDesk Student work, organized
Demo data
Dashboard preview This page uses fictional sample data. It does not store, upload, or sync student information. Saved caseloads, cloud files, and account dashboards are not available yet.

Sample overview

Good morning, Counselor.

See who needs attention, what work is moving, and where to pick up next. All records and dates below are fictional.

Secure accounts are next
Add-student and upload controls stay disabled in this preview.
Active students6Fictional sample caseload
Tasks due soon3Sample dates only
FAFSA complete4 of 6Sample workflow status
Drafts awaiting review2No files are stored

Sample caseload

Six fictional records showing the planned counselor view.

Fictional sample students and planned workflow status
StudentStageNext actionSample due dateLast activityTool
S1
Sample student 0112th grade
Aid reviewCompare aid offersAwardLens, 2 days agoOpen profile
S2
Sample student 0212th grade
ApplyingReview recommendationRec Letter, yesterdayOpen profile
S3
Sample student 0311th grade
PlanningBuild college listProfile, 4 days agoOpen profile
S4
Sample student 04Transfer
ApplyingMatch scholarshipsScholarships, todayOpen profile
S5
Sample student 0512th grade
Aid reviewDraft aid appealAid Calculator, 3 days agoOpen profile
S6
Sample student 0612th grade
DecisionFamily follow-upFAFSA, 5 days agoOpen profile
No fictional students match this stage.
Sample caseload by stage
Planning1
Applying2
Aid review2
Decision1

Sample recent work

These are fictional work records, not stored or uploaded files.

This preview is for workflow evaluation only. Do not enter or upload student information.