Sourcing Analysis Report

Co-authored by

Dien BasseyRHEMA Nigeria

Joshua AdamsRHEMA Nigeria

Overview

The Sourcing Analysis Report provides insights into how partners are acquired. Track partner sourcing by channel type, event, and event edition to understand which acquisition methods are most effective and allocate resources accordingly.

What Data Is Shown

This report includes four key visualizations:

Partners by Sourcing Type

Visualization: Horizontal Bar Chart

Displays partner count by sourcing channel:

• Referral - Word of mouth, existing partner referrals
• Event - Rhema events and programs
• Social Media - Facebook, Instagram, Twitter, etc.
• Website - Online registration
• Walk-In - Physical campus visits
• Phone - Inbound calls
• Email Campaign - Marketing emails
• Other - Miscellaneous sources

Use Case: Identify most effective acquisition channels for resource allocation.

Partners by Event

Visualization: Bar Chart

Shows partner acquisition by specific events:

• Crusades
• Conferences
• Training programs
• Outreach events
• Special services

Use Case: Measure event ROI and plan future events based on effectiveness.

Partners by Event Edition

Visualization: Bar Chart or Line Chart

Tracks partners acquired by specific event iterations:

• Camp Meeting 2023, 2024, 2025
• Easter Convention 2023, 2024
• Miracle Service editions

Use Case: Compare effectiveness across different editions of the same event.

Sourcing Funnel

Visualization: Funnel Chart (if implemented)

Shows conversion rates by sourcing channel:

• Leads generated
• Contacts made
• Applications received
• Partners approved
• Active partners

Use Case: Identify drop-off points in acquisition funnel by source.

How to Use Filters

Date Range Selection

Filter partners by when they were acquired:

• This Year - Current year acquisitions
• Last Year - Previous year comparison
• This Quarter - Quarterly performance
• Custom Range - Specific campaign period
• All Time - Lifetime sourcing analysis

Campus Filter

Analyze sourcing by location:

• Individual campus sourcing patterns
• Multi-campus comparison
• Organization-wide totals

Sourcing Type Filter

Focus on specific channels:

• Single sourcing type analysis
• Compare selected types
• Exclude certain channels

Event Filter

Track specific event performance:

• Single event analysis
• Compare multiple events
• Event series tracking

Event Edition Filter

Analyze specific event iterations:

• Compare editions year-over-year
• Track event evolution
• Identify best-performing editions

Understanding the Charts

Reading the Sourcing Type Chart

Y-Axis: Sourcing types (listed vertically)

X-Axis: Number of partners acquired

Bar Length: Indicates partner count from each source

Ranking: Sorted from highest to lowest (top to bottom)

Example Distribution:

1. Event: 320 partners (39%)
2. Referral: 245 partners (30%)
3. Social Media: 123 partners (15%)
4. Website: 82 partners (10%)
5. Walk-In: 41 partners (5%)
6. Other: 7 partners (1%)

Healthy Pattern:

• Diversified sources (no single source >50%)
• Strong event and referral channels
• Growing digital channels (social, web)

Warning Signs:

• One source >70% (high dependency)
• Zero partners from key channels
• Declining top channels

Tooltips: Hover to see:

• Exact partner count
• Percentage of total
• Growth vs previous period
• Average partner value (if tracked)

Color Coding (if implemented):

• Green: High performing sources
• Yellow: Medium performing
• Red: Underperforming or costly sources

Reading the Event Chart

Bars: Each represents a distinct event

Height: Partner count from that event

Comparison: Easy visual ranking of event effectiveness

Example:

• Camp Meeting: 150 partners (highest bar)
• Easter Convention: 95 partners
• Miracle Service: 75 partners
• Youth Conference: 50 partners
• Christmas Program: 30 partners

Analysis Questions:

• Which events are most effective?
• Are flagship events performing well?
• Do certain event types work better?
• Are small events worth the investment?

ROI Calculation:

• Partners acquired: 150
• Event cost: ₦2,000,000
• Cost per partner: ₦13,333
• Compare across events to identify best ROI

Reading the Event Edition Chart

Display Options:

• Bar Chart: Compare editions side-by-side
• Line Chart: Show trend over time

Example (Camp Meeting Editions):

• 2022: 120 partners
• 2023: 140 partners (+17%)
• 2024: 150 partners (+7%)
• Trend: Growing effectiveness

Patterns to Identify:

• Upward Trend: Event improving over time
• Downward Trend: Event effectiveness declining
• Spike: Exceptional edition (learn what worked)
• Consistency: Reliable partner source

Use For:

• Justify continuing events
• Identify best practices from top editions
• Decide when to retire underperforming events

Reading the Funnel Chart (Conversion)

Stages (top to bottom):

1. Leads: Initial contacts/interest (1000)
2. Contacts Made: Successfully reached (800 - 80%)
3. Applications: Submitted forms (500 - 62.5%)
4. Approved: Met criteria (450 - 90%)
5. Active: Engaged partners (360 - 80%)

Conversion Rates: Between each stage

Drop-Off Points: Large gaps between stages

Example Analysis by Source:

Referral Funnel:

• Leads: 300
• Active: 240 (80% overall conversion - excellent)

Social Media Funnel:

• Leads: 500
• Active: 100 (20% overall conversion - needs improvement)

Action: Optimize social media follow-up to improve conversion

Common Use Cases

Channel Performance Analysis

1. Open Sourcing Analysis Report
2. Set date range to "This Year"
3. Review sourcing type chart
4. Note top 3 performing channels
5. Compare to previous year
6. Allocate budget to top performers

Decision Making:

• Top source: Event (320 partners)
• Action: Increase event frequency/scale
• Underperforming: Email campaign (15 partners)
• Action: Improve email strategy or reduce investment

Event ROI Calculation

1. Filter by specific event
2. Note total partners acquired
3. Gather event cost data
4. Calculate cost per acquisition
5. Compare across events

ROI Formula:

Cost Per Partner = Event Cost / Partners Acquired

Example:
Camp Meeting: ₦2M cost / 150 partners = ₦13,333 per partner
Youth Conference: ₦500K cost / 50 partners = ₦10,000 per partner

Result: Youth Conference has better cost efficiency

Consider Also:

• Partner quality (giving, engagement)
• Long-term retention by source
• Strategic vs tactical value

Year-Over-Year Source Comparison

1. Set range to "This Year", note sourcing breakdown
2. Change to "Last Year", note breakdown
3. Calculate changes in each source

Example Comparison:

Insights:

• Social media growing fastest (+54%)
• Website declining (-9%) - investigate
• Referrals strong growth - encourage more
• Events consistently strong

Identifying Underutilized Sources

1. Review sourcing type chart
2. Identify channels with low partner counts
3. Assess if low count = opportunity or ineffectiveness
4. Develop action plan

Analysis:

• Phone: Only 10 partners
• Question: Is phone channel promoted?
• If yes: Low effectiveness, consider reducing
• If no: Opportunity to develop inbound calling strategy

Campus-Specific Sourcing

1. Filter by individual campus
2. Review sourcing distribution
3. Compare to other campuses
4. Share best practices

Example:

• Lagos Campus: 60% events, 30% referral (event-heavy)
• Abuja Campus: 40% events, 50% referral (referral-heavy)
• Learning: Abuja excels at referral programs
• Action: Implement Abuja referral strategies in Lagos

Export Options

PDF Export

Best For: Board presentations, strategy meetings

Includes:

• Sourcing type chart
• Event performance chart
• Key metrics summary
• Date range and filters

Use Case: Annual strategy review, event planning meetings

Excel Export

Best For: Detailed analysis, ROI calculations

Includes:

• Partner records with sourcing details
• Source, event, edition fields
• Acquisition dates
• Partner status and engagement
• Sortable and filterable

Use Case: Calculate ROI, analyze retention by source, segment partners

CSV Export

Best For: CRM integration, external analysis

Includes:

• Partner IDs with sourcing data
• Source types and event details
• Acquisition dates

Use Case: Import to analytics tools, marketing automation

Best Practices

Diversification Strategy

Risk: Over-reliance on single source (>50%)

Goal: Balanced portfolio of sources

Healthy Distribution:

• Primary sources (30-40% each): 2-3 channels
• Secondary sources (10-20% each): 2-3 channels
• Experimental sources (5-10% each): 1-2 channels

Action If Imbalanced:

1. Identify over-dominant source
2. Protect and maintain that source
3. Invest in developing alternative sources
4. Set diversification targets

Source-Specific Strategies

For High-Performing Sources:

• Maintain investment
• Document best practices
• Scale up if possible
• Continuous improvement

For Medium-Performing Sources:

• Experiment with improvements
• A/B test different approaches
• Moderate investment increases
• Monitor for growth potential

For Low-Performing Sources:

• Analyze why underperforming
• Test improvements for 1-2 quarters
• If no improvement, redirect resources
• Don't immediately abandon (may have strategic value)

Event Planning Optimization

Use Sourcing Data To:

1. Decide Event Frequency: High ROI events deserve more editions
2. Budget Allocation: Invest more in proven events
3. Event Retirement: End consistently underperforming events
4. Event Improvement: Study top-performing editions

Example Decision:

• Miracle Service: 75 partners per edition, ₦10K cost per partner
• Workshop Series: 20 partners per edition, ₦25K cost per partner
• Decision: Increase Miracle Service frequency, reconsider Workshop Series

Retention by Source Tracking

Important: Acquisition is only half the equation

Track:

• Which sources produce engaged partners?
• Which sources have high attrition?
• Lifetime value by source

Example:

• Referral: 30% of acquisitions, 80% retention, high engagement
• Social Media: 15% of acquisitions, 50% retention, medium engagement
• Insight: Referrals higher quality despite lower volume

Action: Weighted scoring (quantity × quality)

Combining with Other Reports

• Partner Status - Retention by source
• Partner Engagement - Engagement by source
• Donation Summary - Giving by source
• Campus Performance - Sourcing by location

Troubleshooting

Declining Top Source

Possible Causes:

• Market saturation
• Reduced investment/effort
• Competition
• Changing demographics

Solutions:

1. Analyze what changed (budget, strategy, market)
2. Test new approaches within that channel
3. Increase investment if underinvested
4. Develop alternative sources as backup
5. Accept natural lifecycle if appropriate

Event Not Producing Partners

Possible Causes:

• Wrong target audience
• Poor follow-up process
• Event format not conducive to partnering
• Inadequate registration/capture process

Solutions:

1. Review event goals (partnership vs other objectives)
2. Improve registration and follow-up systems
3. Train event staff on partnership invitations
4. Add partnership-specific elements to event
5. Consider if event should focus on different outcomes

High Acquisition, Low Activation

Problem: Many sourced partners, few becoming active

Analysis Using Funnel:

• Leads: 500
• Approved: 400 (80% approval - good)
• Active: 100 (25% activation - poor)

Possible Causes:

• Poor onboarding
• Expectations mismatch
• Lack of engagement after joining
• Wrong target audience

Solutions:

1. Improve onboarding process
2. Clear communication of partnership expectations
3. Quick engagement after joining
4. Better qualification at acquisition stage

Related Reports

• Campus Performance - Sourcing effectiveness by campus
• Partner Status - Retention rates by source
• Partner Demographics - Demographics by source
• Executive Dashboard - High-level sourcing KPIs

Next Steps

1. Review Current Sourcing: Open report and analyze source distribution
2. Calculate ROI: Determine cost-effectiveness of each source
3. Identify Top Sources: Note best-performing channels
4. Diversify If Needed: Develop strategy if over-reliant on one source
5. Plan Investments: Allocate resources to high-ROI sources