---
schema_version: "1"
id: 80cf9883306efe18015950ce47b077e3c7de2c995f53e950a376c479a9bd7ed3
title: Cadence and Lead Outcome 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_cadence_lead_outcome.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_reports_cadence_lead_outcome.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 578db018d3869a5a81b4fbbef9792a063753eb487f876bce05e9da2c41d43dbd
description: This set of standard reports measures Sales Engagement outcomes and ROI.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Cadence and Lead Outcome Reports for Sales Engagement

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

### 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 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.

<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; Trackers</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 is the most effective for lead conversion or completion?</li>

                <li>Are reps adopting new cadences as planned?</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>Cadences and their completion reason statistics</li>

                <li>Percentage rate for each completion reason</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;">
              <p>The completion reason field is empty until a target completes a cadence.</p>
              <p>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.</p>
              <p style="margin-bottom:0;">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.</p>
            </td>

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

## 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.

<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;">Leads With or Without Cadence Trackers</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 reps have converted the most leads in the last 30 days with each sales
                  cadence?</li>

                <li>Which reps have converted the most leads in the last 30 days without a cadence?</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>Lead name, company, source, and key reportable lead fields</li>

                <li>Converted account, contact, and opportunity names</li>

                <li>Cadence completion reason, disposition, assignee, and all other reportable cadence
                  tracker fields</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;">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.</td>

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

## 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.

<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;">Leads with Converted Lead Information</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>How many leads are my sales reps converting?</li>

                <li>What’s the dollar value?</li>

                <li>Who’s the top performer?</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>Lead conversion rates</li>

                <li>Converted opportunity information, including dollar value</li>

                <li>Sales rep performance</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;">This report shows org-wide lead conversion. For Sales Engagement specific reporting,
              begin with the Lead Conversions by Cadence report.</td>

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