---
schema_version: "1"
id: 2de38ad08e5a75d92b76547159912666fe5cb62f3ec5c4db6cf4bc22b389b106
title: Rep-Focused Activity and 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_rep_focus_activity_engagement.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_reports_rep_focus_activity_engagement.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee29568f84ed0f6f3195a3d36d37f4b39ab5fc180e9e812340a0e21d0fd08a10
description: These standard reports measure activity and engagements for each of your reps.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Rep-Focused Activity and Engagement Reports for Sales Engagement

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

### 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>

## Call Activity

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

<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;">Tasks &amp; Events</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 calls are my reps making?</li>

                <li>Who’s the top performer?</li>

                <li>What is the duration of the call?</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>Rep call results</li>

                <li>Related account, opportunity, lead, or contact</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>These reports contain minimal information about cadence targets.</p>
              <p style="margin-bottom:0;">Sales Dialer users can also benefit from the Voice Call Report.</p>
            </td>

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

## Leads Converted By Rep

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

<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 and 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 with each 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 name and amounts</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>

## Users with Engagements by Day

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

<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;">Users with Daily 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>How engaged are my users on overall email and call activity per day?</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>Users and daily engagement details for emails and calls</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>Cadence and cadence tracker data aren’t in this report.</p>
              <p style="margin-bottom:0;">Email Engagements come from customer interactions with emails sent through Lightning Experience
                (minus case emails) or through Gmail or Outlook when Inbox is enabled.</p>
            </td>

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

## Email, List Email, and Call Engagement by Sales Rep

These reports show your users' engagement for overall email and call activity per 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;">Reports</td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <ul>
                <li>Email and List Email Engagement by User</li>

                <li>Email Engagement by User and Month</li>

                <li>List Email Engagement by User and Month</li>

                <li>Call Engagement by User</li>

              </ul>
            </td>

          </tr>
          <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;">Users with Monthly Engagements</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 engaged are my users on overall email and call activity per 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>Users and monthly engagement details for emails and calls</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>Cadence and cadence tracker data aren’t in this report.</p>
              <p style="margin-bottom:0;">Email Engagements come from customer interactions with emails sent through Lightning Experience
                (minus case emails) or through Gmail or Outlook when Inbox is enabled.</p>
            </td>

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