Picture it: You finally make it back to your office after a marathon of meetings. Admissions counselors have questions, faculty want updates, coaches are asking about recruits — and your inbox hasn’t slowed down all day. 

Then the message pops up. 

Your VP wants a quick call. They need numbers. Trustees are asking questions. Leadership wants to know where things stand. And suddenly you’re digging through your CRM trying to surface the right data, fast. 

Sound familiar? If so, you’re not alone. With more than 115 years of combined experience across two dozen colleges and universities, the Spark451 team knows how often enrollment leaders are asked for insights at a moment’s notice. 

The good news: The answers you need are often already sitting inside your CRM. And we’re here to show you how to access them.

1. Behavioral Reports

Quickly identify which students are most likely to engage, respond, and convert by leveraging behavioral data within your CRM. By focusing on prospects’ actions, you’ll not only gain clarification, but can also use the data to prioritize which students your counselors should be reaching out to. 

Your report should include:

  • Email open and click rates
  • Website visits (program pages, financial aid pages, visit scheduling pages)
  • Form submissions (inquiries, visit sign-ups, event RSVPs)
  • Event attendance and follow-up engagement
  • Portal logins and application activity

2. Year-Over-Year Reports

Year‑over‑year reports are a great way to track core metrics like applications, admits, and deposits, but they’re also incredibly powerful when applied to campus visits. To ensure your reports are providing maximum value, verify that each one addresses:

  • Current standing. Are we ahead or behind compared to this time last year?
  • Funnel performance. Are there any stages underperforming?
  • Campaign effectiveness. What tangible evidence is there to demonstrate current marketing and recruitment efforts are working?

3. Source Reports

A well‑designed attribution report can be a game changer when it comes to planning and allocating your recruitment resources. By examining factors like first source, first source inquiry, last source, and unique source, you can understand which channels are truly driving student engagement — and invest your budget and staff time where they’ll have the greatest impact.

We recommend having source codes for:

  • Digital ads (Google, Meta, Snapchat, Programmatic)
  • College fairs and high school visits
  • Purchased lists (e.g., College Board, Niche, Encoura)
  • Organic web traffic
  • Referral channels (counselors, coaches, alumni)
  • Email campaigns

4. Paid Lead Progression Reports

Institutions invest heavily in lead generation, but how well do those sources actually perform within your recruitment pipeline? A Paid Lead Progression report evaluates the effectiveness of each source, showing how well it aligns with your enrollment strategy, how it contributes to each funnel stage, and where it performs best geographically. 

Through this, you can:

  • Identify underperforming areas in your pipeline
  • Determine whether purchased names justify continued investment
  • Review overall lead volume by source
  • Assess engagement activity across sources, cities, and states

5. Scholarship Reports

Tracking scholarship activity year over year provides valuable insight into how much aid your institution has awarded at the same point in the previous cycle. This perspective helps you monitor trends and make more informed decisions throughout the awarding process, including whether you’re staying on track with your scholarship budget and whether certain award levels are driving stronger enrollment outcomes.

We recommend your reports include:

  • Scholarship amounts offered vs. accepted
  • Distribution by demographic, academic profile, or program
  • Average award amounts
  • Percentage of students whose enrollment depends on accepting their award
  • Correlation between award size and deposit/enrollment likelihood

Ready to get started but aren’t quite sure where to begin? Let our SparkAssist CRM strategy team help. We’ll happily talk you through all of your options, including how we can help build these reports and put together streamlined, easy-to-navigate dashboards that provide the insights you need, the instant that next Teams notification rings. Reach out today!

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