This reports are only accessible by Admin and TC users in Sisu.
This collection of Recruiting reports provides insight into your team’s Lead Sources, Recruiter performance, and overall return on investment. From tracking where Recruits originate to understanding expenses and conversion metrics, these reports help you evaluate which recruiting efforts drive the most value. Use them to analyze Lead Source effectiveness, identify high-performing Recruiters, and make data-informed decisions about where to focus time and budget.
Topics in this article:
Recruiter Opportunity Cost Report
🚧 This report is currently under construction.
Lead Source Opportunity Cost Report
🚧 This report is currently under construction.
Lead Sources By Recruiter Report
The Lead Sources by Recruiter Report helps to analyze where your team’s Recruiting business is coming from. It breaks down Recruits and production by Recruiter and by Lead Source, making it easy to see which sources are generating the most activity, conversions, and volume. Use the filters at the top to focus on specific Recruiters, groups, or date ranges for a more detailed view.
Features & Filters
There are several filtering options available at the top of the report allowing you to view the exact data you're looking for.
Scope Adjustment: Switch between viewing data for the entire team or for Groups, individual Recruiters or ISA's, to gain detailed insights as needed.
Type: Select to filter the report by New or Experienced Recruit data.
Agents: Select to filter the report by Active or Inactive users.
Lead Source: Select to filter the report by all Lead Sources, a specific Lead Source or multiple by checking the boxes.
Predefined Date Ranges: Quickly view date ranges such as Last Month, This Year, Q4, etc. with just one click.
Custom Date Range: This report uses “Monthly” data so the date range options have been restricted to include whole month increments.
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By Recruiter Section
The By Recruiter section highlights how each Recruiter's business is distributed across different Lead Sources. You’ll see counts for each key milestone (like Appt Met, Under Contract, and Recruited) plus volume and transaction details to show which Lead Sources are performing best.
A breakdown of each column in this section:
Lead Type: The name of the Lead Source.
At Bat Lead Count: The total number of At Bats assigned to each Recruiter, as entered in the "At Bat" fields under Admin > Lead Sources > Counts & Expenses.
Appts Set: The total number of Recruits with a "1st Time Appt Set" date within the date range selected in the scope at the top of the report.
Appts Met: The total number of Recruits with a "1st Time Appt Met" date within the date range selected in the scope at the top of the report.
Under Contract: The total number of Recruits with an "Under Contract Date" within the date range selected in the scope at the top of the report.
Recruited: The total number of Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Pending: The total number of Recruits with an "Under Contract Date" within the selected date range that remain in Pending status.
Lost: The total number of Recruits with a "Lost Date" within the date range selected in the scope at the top of the report.
% of Total: The percentage of Recruits within the selected date range that came from this Lead Source.
Volume: This amount is calculated by totaling the values entered in the “Recruits Volume” field for all Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
GCI: This amount is calculated by totaling the values entered in the “Recruit GCI” field for all Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Lead Source Totals Section
The Lead Source Totals section provides an overall view of how each lead source is performing across the entire team. It summarizes key activity counts and milestones (like Appt Met, Under Contract, and Recruited) along with total volume, so you can easily compare the effectiveness of each lead source and see which ones are generating the most business.
A breakdown of each column in this section:
Lead Type: The name of the Lead Source.
Lead Count: The total number of At Bats assigned to all Recruiters, as entered in the "At Bat" fields under Admin > Lead Sources > Counts & Expenses.
Appts Set: The total number of Recruits with a "1st Time Appt Set" date within the date range selected in the scope at the top of the report.
Appts Met: The total number of Recruits with a "1st Time Appt Met" date within the date range selected in the scope at the top of the report.
Under Contract: The total number of Recruits with an "Under Contract Date" within the date range selected in the scope at the top of the report.
Recruited: The total number of Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Pending: The total number of Recruits with an "Under Contract Date" within the selected date range that remain in Pending status.
Lost: The total number of Recruits with a "Lost Date" within the date range selected in the scope at the top of the report.
Volume: This amount is calculated by totaling the values entered in the “Recruits Volume” field for all Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Lead Sources By Status Report
🚧 This report is currently under construction.
Team ROI By Lead Source Report
🚧 This report is currently under construction.
Lead Source Expenses Report
The Recruiting platform's Lead Source Expenses Report provides a monthly breakdown of spending and Recruiter engagement across your lead sources. It shows how much was invested into each lead Source and how many Recruits were generated. This helps teams evaluate the cost-effectiveness of each source and decide where to allocate recruiting budgets.
Filtering the Report
There are several filtering options available at the top of the report allowing you to view the exact data you're looking for.
Scope Adjustment: Only Team data is viewable in this report as Lead Source Expenses are not tied to individual Recruiters.
Lead Source: Select to filter the report by all Lead Sources, a specific Lead Source or multiple by checking the boxes.
Predefined Date Ranges: Quickly view date ranges such as Last Month, This Year, Q4, etc. with just one click.
Custom Date Range: This report uses “Monthly” data so the date range options have been restricted to include whole month increments.
Understanding the Report Data
The By Month section at the top of the report provides a breakdown of each individual month included in the date range selected in the scope at the top of the report.
A total for Expenses and a total for Leads are provided for each month.
Expenses: This amount is calculated by totaling the amount entered into the Expense field in Admin > Lead Sources > Counts & Expenses for each Lead Source selected in the scope at the top of the report.
Leads: This amount is calculated by totaling the numbers entered into the Total Lead Count field in Admin > Lead Sources > Counts & Expenses for each Lead Source selected in the scope at the top of the report.
Each month can be collapsed or expanded, allowing you to view individual month breakdowns one at a time or multiple months to compare.
Lead Source: The name of the individual Lead Source.
Expenses: The amount entered in the Expense field in Admin > Lead Sources > Counts & Expenses for the Lead Source.
% of Monthly Expenses: The percentage of the team's total monthly Expenses allocated to this Lead Source.
Leads: The number entered in the Total Lead Count field in Admin > Lead Sources > Counts & Expenses.
% of Monthly Leads: The percentage of the team's total monthly leads that originated from this Lead Source.
At Bats: The total number of At Bats assigned to Recruiters, as entered in the At Bat fields under Admin > Lead Sources > Counts & Expenses. Since a single lead may be distributed to multiple Recruiters, the At Bats count may differ from the total Lead count.
Additionally, At Bat totals are broken down each month by Recruiter. Aligned with the Recruiter name, you'll see a total of opportunities the Recruiter received, known as At Bats, and the percentage of all At Bats that were distributed to that Recruiter.
Below the By Month section is the Summary section of the report. This section provides totaled metrics for each individual Lead Source calculated based on the date range selected in the scope at the top of the report.
Lead Source: The name of the individual Lead Source.
Expenses: The amount entered in the Expense field in Admin > Lead Sources > Counts & Expenses for the Lead Source. Each month, selected in the date range scope at the top of the report, is included in this total.
% of Total Expenses: The percentage of the team's total Expenses allocated to this specific Lead Source for the selected date range selected at the top of the report.
Leads: The number entered in the Total Lead Count field in Admin > Lead Sources > Counts & Expenses for the Lead Source. Each month, selected in the date range scope at the top of the report, is included in this total.
% of Total Leads: The percentage of the team's total Leads received from this specific Lead Source for the selected date range selected at the top of the report.