Rep-Focused Activity and Engagement Reports for Sales Engagement

These standard reports measure activity and engagements for each of your 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.

Call Activity

This report shows which reps are making the most phone calls, and the results of those calls.

Folder	Sample Sales Reports
Report Type	Tasks & Events
Insights	How many calls are my reps making? Who’s the top performer? What is the duration of the call?
Key Data Points	Rep call results Related account, opportunity, lead, or contact
Notes	These reports contain minimal information about cadence targets. Sales Dialer users can also benefit from the Voice Call Report.

Leads Converted By Rep

This report shows which reps have converted the most leads with each cadence.

Folder	Sample Sales Reports > Sales Engagement Dashboard Reports
Report Type	Leads and Cadence Trackers
Insights	Which reps have converted the most leads with each cadence?
Key Data Points	Lead name, company, source, and key reportable lead fields Converted account, contact, and opportunity name and amounts 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.

Users with Engagements by Day

This report shows the engagement of your users for overall email and call activity per day.

Folder	Sample Sales Reports > Sales Engagement Dashboard Reports
Report Type	Users with Daily Metrics
Insights	How engaged are my users on overall email and call activity per day?
Key Data Points	Users and daily engagement details for emails and calls
Notes	Cadence and cadence tracker data aren’t in this report. Email Engagements come from customer interactions with emails sent through Lightning Experience (minus case emails) or through Gmail or Outlook when Inbox is enabled.

Email, List Email, and Call Engagement by Sales Rep

These reports show your users' engagement for overall email and call activity per month.

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