This report is only accessible by Admin and TC users in Sisu.
The Lead Sources by Agent Report helps to analyze where your team’s business is coming from. It breaks down transactions and production by Agent and by Lead Source, making it easy to see which sources are generating the most activity, conversions, and closed volume. Use the filters at the top to focus on specific agents, groups, or date ranges for a more detailed view.
Topics in this article:
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 Agents or ISA's, to gain detailed insights as needed.
Type: Select to filter the report by Buyer or Seller data.
Agents: Select to filter the report by Active users 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 Agent
The By Agent section highlights how each agent’s business is distributed across different Lead Sources. You’ll see counts for each key milestone (like Appt Met, Signed, and Closed) 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 agent, as entered in the At Bat fields under Admin > Lead Sources > Counts & Expenses.
Appts Set: The total number of transactions 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 transactions with a "1st Time Appt Met" date within the date range selected in the scope at the top of the report.
Signed: The total number of transactions with a "Signed Date" within the date range selected in the scope at the top of the report.
Under Contract: The total number of transactions with an "Under Contract Date" within the date range selected in the scope at the top of the report.
Closed: The total number of transactions with a "Closed (Settlement) Date" within the date range selected in the scope at the top of the report.
Pending: The total number of transactions with an "Under Contract Date" within the selected date range that remain in Pending status.
Lost: The total number of transactions with a "Lost Date" within the date range selected in the scope at the top of the report.
% of Total: The percentage of the agent’s Closed transactions within the selected date range that came from this Lead Source.
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.
Smallest Transaction: The lowest "Transaction Amount" among all transactions assigned to this Lead Source.
Largest Transaction: The highest "Transaction Amount" among all transactions assigned to this Lead Source.
Average Transaction: The total of all Transaction Amounts for transactions assigned to this Lead Source divided by the number of Closed transactions.
Lead Source Totals
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, Signed, and Closed) 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 agents, as entered in the At Bat fields under Admin > Lead Sources > Counts & Expenses.
Appts Set: The total number of transactions 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 transactions with a "1st Time Appt Met" date within the date range selected in the scope at the top of the report.
Signed: The total number of transactions with a "Signed Date" within the date range selected in the scope at the top of the report.
Under Contract: The total number of transactions with an "Under Contract Date" within the date range selected in the scope at the top of the report.
Closed: The total number of transactions with a "Closed (Settlement) Date" within the date range selected in the scope at the top of the report.
Pending: The total number of transactions with an "Under Contract Date" within the selected date range that remain in Pending status.
Lost: The total number of transactions 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 “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.