The Sales Engagement Sample dashboard shows key metrics to sales managers, such as email and call volume, engagement, and pipeline generation, all in one place. Managers can drill into each dashboard component for details.
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. |
The Sales Engagement Sample dashboard gives managers a sampling of the insights that Sales Engagement reports provide. The dashboard isn’t available with Sales Engagement in Professional Edition.
The Sales Engagement Sample dashboard is a dynamic dashboard because it has the View As Dashboard User property, so it shows statistics based on records that the user has access to. Each Salesforce org has a dynamic dashboards limit. If you reach the limit, the dashboard isn’t installed. For information about checking how many dynamic dashboards that you use, go to Find the Dynamic Dashboards in my Organization.
When you edit the reports used by the dashboard, we recommend first making copies of the reports and then editing the copies. Any changes to the underlying reports can cause the dashboard to stop working. The reports and dashboard components can also change in future releases.
To show the components, including opportunity statistics, turn on Relate Opportunities to Cadences in Sales Engagement Setup.
To view the dashboard in the Sales Engagement app, in Setup select Dashboards from the Navigation. Then select the Sales Engagement Sample Dashboard. You can also find the dashboard in the Sales Engagement Sample Dashboards folder. The dashboard reports are in the Sales Engagement Dashboard Reports folder.
Performance at a Glance
These dashboard components help you understand how well your cadences are performing.
- Leads in Cadences
- Shows how many leads are in cadences.
- Contacts in Cadences
- Shows how many contacts are in cadences.
- Leads Converted from Cadences
- Shows the number of leads in cadences that converted to contacts.
- Lead Conversions by Cadence
- Shows which cadences generated the most lead conversions.
- Target Disposition by Cadence
- Shows the most common outcomes for each cadence.
Adoption and Performance by Sales Rep
These components show you how much your sales reps use Sales Engagement, and how successful they are.
- Leads Converted by Sales Rep and Cadence
- Shows which cadence is helping each sales rep achieve the most lead conversions.
- Email Messages Sent Per Month
- Shows how many emails each rep sent in recent months.
- Calls Made Per Year
- Shows how many calls each rep made in recent years.
Target Engagement
- Most Engaged Leads via Email Messages and Most Engaged Leads via List Emails
- Shows the leads that engaged with email the most this month. Shows the total emails opened, link clicks, and replies for each lead. You can change this component to show any email engagement that you want to track.
- Most Engaged Leads via Calls
- Shows the leads that engaged with calls the most this month. Shows the total calls with the call result Meaningful Connect for each lead. You can change this component to show any call result that you want to track.
- Email Messages Replies by Account and Contact and List Emails Replies by Account and Contact
- Shows which accounts and contacts engaged with email the most this month. Shows the total email replies that were received for each account and contact. You can change this component to any email engagement that you want to track.
- Calls by Account and Contact
- Shows which accounts and contacts that engaged with calls this month. Shows the total calls for each account and contact. You can change this component to show any call result that you want to track.
Asset Performance
- Most Replied to Email Templates
- Shows which email templates have generated the most all-time engagement. Shows the total email replies for each email template. You can change this component to show any email engagement that you want to track.