Cadence and Lead Outcome Reports for Sales Engagement

This set of standard reports measures Sales Engagement outcomes and ROI.

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.

Cadence Completion Reason

This report shows the percentage of cadence completions by completion reason for cadences that had contacts or leads added within the past 30 days.

Folder	Sample Sales Reports
Report Type	Cadences & Trackers
Insights	Which cadence is the most effective for lead conversion or completion? Are reps adopting new cadences as planned?
Key Data Points	Cadences and their completion reason statistics Percentage rate for each completion reason
Notes	The completion reason field is empty until a target completes a cadence. If you increase the report’s time span, and your company contains many leads or contacts in each cadence, the report can take longer to run. Use filtering to improve performance and limit the results returned by the report. For example, reduce the time span to cadences less than the default 30-day setting. To include the Cadence Disposition Reason, clone this report type and edit the layout to add the field. Then build a report based on the new report type.

Lead Conversions by Cadence

This report shows which leads have converted in the last 30 days for each cadence. It also includes leads not in sales cadences.

Folder	Sample Sales Reports > Sales Engagement Dashboard Reports
Report Type	Leads With or Without Cadence Trackers
Insights	Which reps have converted the most leads in the last 30 days with each sales cadence? Which reps have converted the most leads in the last 30 days without a cadence?
Key Data Points	Lead name, company, source, and key reportable lead fields Converted account, contact, and opportunity names Cadence completion reason, disposition, assignee, and all other reportable cadence tracker fields
Notes	To include the additional converted account, contact, and opportunity amounts, clone this report type and edit the layout to add the fields. Then build a report based on the new report type.

Lead Conversion Report

This report shows how many leads sales reps are converting, the dollar value of the related opportunities, and the top sales performers.

Folder	Sample Sales Reports
Report Type	Leads with Converted Lead Information
Insights	How many leads are my sales reps converting? What’s the dollar value? Who’s the top performer?
Key Data Points	Lead conversion rates Converted opportunity information, including dollar value Sales rep performance
Notes	This report shows org-wide lead conversion. For Sales Engagement specific reporting, begin with the Lead Conversions by Cadence report.