Sales Engagement Reports

Sales Engagement reports give you information about your inside sales efforts. As your reps work through cadences, you can evaluate how your prospects become qualified leads and which cadence step is most effective. You can also examine phone call statistics for your reps, which reps are converting the most prospects, and more.

Required Editions

Available in: Lightning Experience

Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions

Once sales reps take some prospects through a cadence, six included reports provide managers with insights into the performance of their cadences, how their team is doing, and where they can improve.

Cadence Completion Reason: For cadences that had contacts or leads added within the past 30 days, this report shows the percentage of cadence completions, by completion reason. The completion reason field is empty until a cadence is completed.

Note If you increase the report’s time span and your company contains many leads or contacts in each cadence, the report may take longer to run. To improve the performance, use filtering to limit the result set returned by the report. For instance, reduce the time span to cadences less than the default 30-day setting.
Cadence Engagement: Shows which cadence and which outreach step is the most effective for each type of prospect engagement, such as total calls or email delivery rate.
Lead Conversion: Shows how many leads sales reps are converting, the dollar value of the related opportunities, and who the top sales performer is.
Call Activity: Shows which sales reps are making the most phone calls, and what the results are.
Call Script Engagement: Shows how prospects responded to calls based on your call scripts. See exactly how many calls were successful.
Email Template Engagement: Shows how prospects responded to emails based on your email templates. See exactly how many prospects replied to each email.