Buyer-Focused Engagement Reports for Sales Engagement

These standard reports measure engagements for each of your leads, and contacts. These reports don’t include information about reps.

Required Editions

Available in: Lightning Experience

Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.

Leads with Monthly Engagements

This report shows the level of engagement from leads through email and call engagement activities on a monthly basis.

Reports	Email and List Email Engagement by Lead Lead and List Emails Engagement Email Engagement by Lead and Month Call Engagement by Lead
Folder	Sample Sales Reports
Report Type	Leads with Monthly Metrics
Insights	How engaged are my leads on overall email and call engagement activity per month?
Key Data Points	Leads and monthly engagement details for emails and calls
Notes	Cadence and cadence tracker data aren’t in this report. Email Engagements are generated by emails that are sent through Lightning Experience (minus case emails) or sent through Gmail or Outlook when Inbox is enabled.

Email, List Email, and Call Engagement by Contact

This report shows the level of engagement from contacts through email and call engagement activities on a monthly basis.

Reports	Email and List Email Engagement by Contact Email Engagement by Contact and Month List Email Engagement by Contact Call Engagement by Contact
Folder	Sample Sales Reports
Report Type	Contacts with Monthly Engagements
Insights	How engaged are my contacts on overall email and call engagement activity per month?
Key Data Points	Contacts and monthly engagement details for emails and calls
Notes	Cadence and cadence tracker data aren’t in this report. Email Engagements are generated by emails that are sent through Lightning Experience (minus case emails) or sent through Gmail or Outlook when Inbox is enabled.