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            Asset Engagement Reports for Sales Engagement

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            Asset Engagement Reports for Sales Engagement

            These standard reports help measure the effectiveness of cadences, cadence steps, call scripts, and email templates.

            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 Engagement

            This report shows which cadence and which outreach step is the most effective for each type of prospect engagement, such as total calls or email delivery rate.

            Folder Sample Sales Reports
            Report Type Cadences & Steps
            Insights
            • Which cadence results in the best target engagement?
            • Which specific steps result in the best target engagement?
            Key Data Points
            • Cadence name, step name, and historical engagement details for emails and calls

            Cadence and Step Engagement by Month

            This report shows which cadence and which outreach step is the most effective for each type of prospect engagement, such as total calls or email delivery rate over time, by month.

            Folder Sample Sales Reports > Sales Engagement Dashboard Reports
            Report Type Cadences & Steps with Monthly Metrics
            Insights
            • Which cadence results in the best target engagement organized by month?
            • Which specific steps result in the best target engagement by month?
            Key Data Points
            • Cadence name, step name, and monthly engagement details for emails and calls

            Email Template Engagement

            This report shows how prospects responded to emails based on your email templates.

            Folder Sample Sales Reports
            Report Type Email Template Engagement Report
            Insights
            • Which email template results in the best target engagement?
            Key Data Points
            • Total sent, delivered, total opened emails
            • Total hard and soft bounces with Bounce Management enabled
            Notes

            To include the out of office, replies, and links clicked, clone this report type and edit the layout to add the fields. Then build a report based on the new report type.

            Email Engagements come from customer interactions with emails sent through Lightning Experience (minus case emails) or through Gmail/Outlook when Inbox is enabled.

            Email Template Engagement by Month

            This report shows how prospects responded to emails based on your email templates over time, by month.

            Folder Sample Sales Reports > Sales Engagement Dashboard Reports
            Report Type Email Template Monthly Engagement
            Insights
            • Which email template results in the best target engagement, by month?
            Key Data Points
            • Total sent, delivered, total opened emails
            • Total hard and soft bounces with Bounce Management enabled
            • Total out of office, replies, and links clicked
            Notes Email Engagements come from customer interactions with emails sent through Lightning Experience (minus case emails) or through Gmail/Outlook when Inbox is enabled.

            Call Script Engagement

            This report shows how prospects responded to calls based on your call scripts. See exactly how many calls were successful.

            Folder Sample Sales Reports
            Report Type Call Script Engagement Report
            Insights
            • Which call scripts generate the most engagement?
            Key Data Points
            • Total number of calls per call script, historically
            • How many calls resulted in meaningful connects, not interested, unqualified, voicemails, call back later

            Call Script Engagement by Month

            This report shows how prospects responded to calls based on your call scripts over time, by month. See exactly how many calls were successful.

            Folder Sample Sales Reports > Sales Engagement Dashboard Reports
            Report Type Call Script Monthly Engagement
            Insights
            • Which call scripts generate the most engagement?
            Key Data Points
            • Total number of calls per call script by month
            • How many calls resulted in meaningful connects, not interested, unqualified, voicemails, call back later, over time
             
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