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:
Filtering & Features
There are several filtering options available at the top of each 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.
Agents -
Select to filter the report by Active or Inactive users.
Type -
Select to filter the report by New or Experienced Recruit data.
Lead Source -
Select to filter the report by all Lead Sources, a specific Lead Source or multiple by checking the boxes.
Date Range Select -
Quickly view date ranges such as Last Month, This Year, Q4, etc. with just one click.
Custom Date Range - These reports use “Monthly” data so the date range options have been restricted to whole month increments.
Date Based -
Unchecking this box switches the report to Cohort view. In this view, Recruit progress starts tracking at Appointment Set. For accurate cohort conversion metrics, make sure team members enter status dates once an appointment is set.
Downloadable -
Click the download icon in the upper, right hand corner to export into a CSV file.
Report Filter -
More detailed filtering options such as Lead Source, Stages, Recruit Type, etc.
Clickable Data - Much of the data in this report is clickable, allowing you to easily view the Recruits that contribute to the report totals.
📊 Recruiter Opportunity Cost Report
The Recruiter Opportunity Cost report displays all your Recruiters side by side, allowing you to assess the Recovered Opportunity cost for each Lead Source. To ensure accurate data capture, you must update the Expense, Total Lead Count, and Recruiter Lead Counts each month by navigating to Admin > Lead Sources > Counts and Expenses. Once updated, you’ll be able to drill down and analyze this data for all agents across any Lead Source.
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 At Bat Opportunities: This is the total amount of lead opportunities each Recruiter had within the date range selected in the scope at the top of the report. At Bat totals are tracked in Admin > Lead Sources > Counts and Expenses.
Average Cost Per Opportunity: This amount is calculated by dividing the Expense total by the At Bats total.
Opportunity Cost ROI%: This amount is calculated by subtracting the Opportunity Cost from the Gross Team Income, dividing the result by the Opportunity Cost, and then multiplying by 100%.
Total Closed Count:This is the total amount of Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Opportunity Conversion Rate: This amount is calculated by dividing the Closed Units total by the At Bat Opportunities total then multiplying 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.
Recruiter: This column will include all users (active & inactive).
At Bat Opportunities: This is the total amount of lead opportunities each Recruiter had within the date range selected in the scope at the top of the report. At Bat totals are tracked in Admin > Lead Sources > Counts and Expenses.
Set: Total Recruits 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 Recruits progress through the process of getting recruited. For the best cohort conversion metrics, ensure your team members begin adding status dates once the appointment is set.
Met: Total Recruits with a 1st Time Appt Met date within the date range selected in the scope at the top of the report.
Pending: Total Recruits with an Under Contract Date within the date range selected in the scope at the top of the report.
Closed: Total Recruits with a Date Recruited within the date range selected in the scope at the top of the report.
Recruited 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.
Recruited 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.
Gross Team Income: This amount is calculated by deducting the Gross Agent Paid Income from the Recruit GCI for all Recruits with a Date Recruited within the date range selected in the scope at the top of the report.
Opportunity Cost: This amount is calculated by multiplying the At Bats total by the Average Cost Per Opportunity.
Recovered Opportunity Cost: This amount is calculated by subtracting the Opportunity Cost from the Gross Team Income, dividing the result by the Opportunity Cost, and then multiplying by 100%.
Opportunity Conversion Rate: This amount is calculated by dividing the Total Closed Count by the At Bat Opportunities total then multiplying by 100%.
Bar Graph Visualization
You'll find the bar graph at the bottom of this report provides a visual that easily allows you to compare the amount of At Bat Opportunities each Recruiter has received versus how many have progressed through the Appt Set, Appt Met, and Pending statuses.
Customize the graph by the following filter options:
Metrics: You can choose to view either of the two available metric sets. Please note that these sets cannot be combined, as the first set is unit-based and the second set is dollar-based.
Unit-Based: At Bat Opportunities, Set, Met, Pending, Recruited
Dollar-Based: Recruited Volume, Recruited GCI, Gross Team Income, Opportunity Cost
Agents: Select any specific users you'd like to view or compare.
📊 Lead Source Opportunity Cost Report
The Lead Source Opportunity Cost report displays all your Lead Sources side by side, allowing you to assess the Opportunity cost for each Lead Source. To ensure accurate data capture, you must update the Expense, Total Lead Count, and Recruiter Lead Counts each month by navigating to Admin > Lead Sources > Counts and Expenses. 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.
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 At Bat Opportunities: This is the total amount of lead opportunities each Recruiter had within the date range selected in the scope at the top of the report. At Bat totals are tracked in Admin > Lead Sources > Counts and Expenses.
Average Cost Per Opportunity: This amount is calculated by dividing the Expense total by the At Bats total.
Opportunity Cost ROI%: This amount is calculated by subtracting the Opportunity Cost from the Gross Team Income, dividing the result by the Opportunity Cost, and then multiplying by 100%.
Total Closed Count:This is the total amount of Recruits with a "Date Recruited" within the date range selected in the scope at the top of the report.
Opportunity Conversion Rate: This amount is calculated by dividing the Closed Units total by the At Bat Opportunities total then multiplying by 100%.
Breakdown Of The 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 filled in on the Recruits for them to be counted in this report.
At Bat Opportunities: This is the total amount of lead opportunities each Recruiter had within the date range selected in the scope at the top of the report. At Bat totals are tracked in Admin > Lead Sources > Counts and Expenses.
Set: Total Recruits 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 Recruits progress through the process of getting recruited. For the best cohort conversion metrics, ensure your team members begin adding status dates once the appointment is set.
Met: Total Recruits with a 1st Time Appt Met date within the date range selected in the scope at the top of the report.
Pending: Total Recruits with an Under Contract Date within the date range selected in the scope at the top of the report.
Closed: Total Recruits with a Date Recruited within the date range selected in the scope at the top of the report.
Recruited 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.
Recruited 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.
Gross Team Income: This amount is calculated by deducting the Gross Agent Paid Income from the Recruit GCI for all Recruits with a Date Recruited within the date range selected in the scope at the top of the report.
Expenses: 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.
Opportunity Cost Per At Bat: This amount is calculated by dividing the Expenses total by the At Bat Opportunities total.
Opportunity Cost: This amount is calculated by multiplying the Opportunity Cost Per At Bat total by the At Bat Opportunities total.
Opportunity Cost ROI: This amount is calculated by subtracting the Opportunity Cost from the Gross Team Income, dividing the result by the Opportunity Cost, and then multiplying by 100%.
Opportunity Conversion Rate: This amount is calculated by dividing the Closed Units total by the At Bat Opportunities total then multiplying by 100%.
📊 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.
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 recruit 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
The section at the top of the report helps you understand how different Lead Sources are performing as they move through the recruiting pipeline. You can see which Lead Sources are progressing smoothly and which ones are getting stuck at certain statuses. By analyzing the status of Recruits linked to each Lead Source, you can identify where delays or bottlenecks occur. This insight helps in understanding which stages may need attention or improvement.
ℹ️ Please Note: This report uses the date fields that progress Recruits through various statuses in Sisu (e.g., "1st Time Appt Set,", "Under Contract Date"). If none of these important date fields are filled out, you can get negative numbers in your reports. This is especially important to remember when importing historical recruits.
Days from Lead to Closing for Lead Sources
The lower section of the report shows how many days (minimum, maximum and average) it took for Recruits tied to specific Lead Sources to progress from Lead Date to Recruited.
Here's what each metric means:
Minimum Days: The shortest time taken for Recruits from a specific Lead Source to move from Lead Date to Recruited.
Maximum Days: The longest time taken for Recruits from a specific Lead Source to complete the journey from Lead Date to Recruited.
Average Days: The average time taken for Recruits from a specific Lead Source to progress from Lead Date to Recruited.
These metrics provide a clear picture of how efficiently Recruits are handled depending on their Lead Source. By leveraging this data, you can optimize your strategies, focus on improving areas where delays are frequent, and ultimately enhance the overall recruiting process.
ℹ️ Please Note: If a Recruit has a Date Recruited but does not have a Lead Date the report will calculate based on the Recruit's Created Date instead.
📊 Team ROI By Lead Source Report
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.
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 Recruits with a Date Recruited 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 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 filled in on the Recruits 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 Recruits 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 Recruits progress through the process of getting recruited. For the best cohort conversion metrics, ensure your team members begin adding status dates once the appointment is set.
Met: Total Recruits with a 1st Time Appt Met date within the date range selected in the scope at the top of the report.
Pending: Total Recruits with an Under Contract Date within the date range selected in the scope at the top of the report.
Closed: Total Recruits with a Date Recruited within the date range selected in the scope at the top of the report.
Recruited 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.
Recruited 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.
Gross Team Income: This amount is calculated by deducting the Gross Agent Paid Income from the Recruit GCI for all Recruits with a Date Recruited 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 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.
📊 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.
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.