The information in this article is accessible only by Admin and TC users in Sisu.

The Team ROI by Lead Source report displays all your lead sources side by side, allowing you to assess the ROI (return on investment) for each lead source. To ensure accurate data capture, you must update the Expense, Total Lead Count, and Agent Lead Counts each month by navigating to Admin > Lead Sources > Counts and Expenses. Some CRM integrations can automatically populate this information for you. Once updated, you’ll be able to drill down and analyze this data for all lead sources across your team as a whole or individual users.

Topics in this article:

Video Overview

Features & Filters

This report is jam packed with useful features and functionality.

Features

You'll notice a Date Based checkbox at the top of the report. If you uncheck this box the report will generate data based on cohorts instead.
- When viewing the report as Cohort, Appointment Set is where we start to track your contacts progress through the life of their real estate transaction. For the best cohort conversion metrics, ensure your team members begin adding status dates once the appointment is set.
Download this report to a CSV file by clicking the downloadicon in the upper, right hand corner.
Much of the data in this report is clickable, allowing you to easily view the transactions that contribute to the report totals.

Filters

Click the Date Range Select dropdown to quickly view date ranges such as Last Month, This Year, Q4, etc.
Click the Custom Date Range to view the report in monthly increments from the calendar picker.
Click the Report Filter icon to access more detailed filtering options such as Lead Source, Transaction Stages, Postal Codes, etc.

Understanding The Tiles At The Top

Below is a breakdown of each tile displayed at the top of the report. Within the report you can hover over the tiles to reveal details on each metric.

Expense: The amount shown here is a total of all Lead Source expenses within the date range selected in the scope at the top of the report. Lead Source Expenses are tracked in Admin > Lead Sources > Counts and Expenses.
Total Lead Count: This is the total amount of leads the team received within the date range selected in the scope at the top of the report. Total Lead Counts are tracked in Admin > Lead Sources > Counts and Expenses.
Cost Per Lead: This amount is calculated by dividing the Expense by the Total Leads.
Closed Count: This is the total amount of transactions with a Closed Settlement Date within the date range selected in the scope at the top of the report.
Cost Per Closing: This amount is calculated by dividing the Expense by the Closed Count.
Net Team GCI: This amount is calculated by taking the Net Team Income (the amount shown in the Final Payments section on the Commission Form) and subtracting the Expenses from that total.
Net Income: This amount is calculated by deducting the Expense from the Net Team GCI.
ROI: This amount is calculated by dividing the Net Team GCI by the Expense then multiplying that total by 100%.

Breakdown Of Report Columns

Below is a breakdown of each column displayed in the report. Within the report you can hover over the column headers to reveal details on each metric.

Lead Source: All of your Lead Sources are listed here. These can be created in Admin> Lead Sources or by an integration. The “Lead Source” field will need to be completed on the transactions for them to be counted in this report.
Total Leads: This is the total amount of leads the team received within the date range selected in the scope at the top of the report. Total Lead Counts are tracked in Admin > Lead Sources > Counts and Expenses.
Set: Total transactions with a 1st Time Appt Set date within the date range selected in the scope at the top of the report.
- When viewing the report as Cohort, Appointment Set is where we start to track your contacts progress through the life of their real estate transaction. For the best cohort conversion metrics, ensure your team members begin adding status dates once the appointment is set.
Met: Total transactions with a 1st Time Appt Met date within the date range selected in the scope at the top of the report.
Signed: Total transactions with a Signed Date within the date range selected in the scope at the top of the report.
Pending: Total transactions with an Under Contract Date within the date range selected in the scope at the top of the report.
Closed: Total transactions with a Closed (Settlement) Date within the date range selected in the scope at the top of the report.
Closed Volume: This amount is calculated by totaling the values entered in the “Transaction Amount” field for all transactions with a Closed (Settlement) Date within the date range selected in the scope at the top of the report.
Closed GCI: This amount is calculated by totaling the values entered in the “GCI” field for all transactions with a Closed (Settlement) Date within the date range selected in the scope at the top of the report.
Gross Team Income: This amount is calculated by deducting the Gross Agent Paid Income from the Total GCI for all transactions with a Closed (Settlement) Date within the date range selected in the scope at the top of the report.
Net Team GCI: This amount is calculated by taking the Net Team Income (the amount shown in the Final Payments section on the Commission Form) and subtracting the Expenses from that total.
Expense: Total expenses for this lead source within the date range selected in the scope at the top of the report. Lead Source Expenses are tracked in Admin > Lead Sources > Counts and Expenses.
Net Income: This amount is calculated by deducting the Expense from the Net Team GCI.
ROI: This amount is calculated by dividing the Net Team GCI by the Expense then multiplying that total by 100%.
Cost Per Lead: This amount is calculated by dividing the Expense by the Total Leads.
Cost Per Closing: This amount is calculated by dividing the Expenses by the Closed Units.
Conversion Rate: This amount is calculated by dividing the Closed Units by the Total Leads.