---
schema_version: "1"
id: 08130dea4afa7a6d2338cd405a9d5569995cd314ce834a021bc0d6930c3b240a
title: Asset Engagement Reports for Sales Engagement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_reports_asset_engagement.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_reports_asset_engagement.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5e50e3061444b443071cdc59b326a5a65998805778c6417c1e5c521c9a81f907
description: These standard reports help measure the effectiveness of cadences, cadence steps, call scripts, and email templates.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Asset Engagement Reports for Sales Engagement

These standard reports help measure the effectiveness of cadences, cadence steps, call scripts, and email templates.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr></tbody></table>

## Cadence Engagement

This report 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Folder</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Sample Sales Reports</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Report Type</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Cadences &amp; Steps</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Insights</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Which cadence results in the best target engagement?</li>

                <li>Which specific steps result in the best target engagement?</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Key Data Points</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Cadence name, step name, and historical engagement details for emails and calls</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Cadence and Step Engagement by Month

This report 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 over time, by month.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Folder</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Sample Sales Reports &gt; Sales Engagement Dashboard Reports</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Report Type</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Cadences &amp; Steps with Monthly Metrics</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Insights</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Which cadence results in the best target engagement organized by month?</li>

                <li>Which specific steps result in the best target engagement by month?</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Key Data Points</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Cadence name, step name, and monthly engagement details for emails and calls</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Email Template Engagement by Month

This report shows how prospects responded to emails based on your email templates over time, by month.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Folder</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Sample Sales Reports &gt; Sales Engagement Dashboard Reports</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Report Type</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Email Template Monthly Engagement</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Insights</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Which email template results in the best target engagement, by month?</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Key Data Points</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Total sent, delivered, total opened emails</li>

                <li>Total hard and soft bounces with Bounce Management enabled</li>

                <li>Total out of office, replies, and links clicked</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Notes</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Email Engagements come from customer interactions with emails sent through Lightning
              Experience (minus case emails) or through Gmail/Outlook when Inbox is enabled.</td>

          </tr>
        </tbody>
      </table>

## Call Script Engagement

This report shows how prospects responded to calls based on your call scripts. See exactly how many calls were successful.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Folder</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Sample Sales Reports</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Report Type</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Call Script Engagement Report</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Insights</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Which call scripts generate the most engagement?</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Key Data Points</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Total number of calls per call script, historically</li>

                <li>How many calls resulted in meaningful connects, not interested, unqualified,
                  voicemails, call back later</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Call Script Engagement by Month

This report shows how prospects responded to calls based on your call scripts over time, by month. See exactly how many calls were successful.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Folder</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Sample Sales Reports &gt; Sales Engagement Dashboard Reports</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Report Type</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Call Script Monthly Engagement</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Insights</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Which call scripts generate the most engagement?</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Key Data Points</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Total number of calls per call script by month</li>

                <li>How many calls resulted in meaningful connects, not interested, unqualified,
                  voicemails, call back later, over time</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>