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Combined Buyer and Rep Reports for Sales Engagement
These standard reports measure cadence activity for each of your sales reps, leads, and contacts. These reports don’t contain information on engagement.
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. |
Cadences and Completed Trackers
This report shows how many targets (lead, contact, person accounts) each rep has taken to completion in the last 30 days and the resulting dispositions.
| Folder | Sample Sales Reports > Sales Engagement Dashboard Reports |
| Report Type | Cadences and Trackers (Inner join) |
| Insights |
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| Key Data Points |
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| Notes | To include the last completed step and current step fields, clone this report type and edit the layout to add the fields. Then build a report based on the new report type. This new report provides more insights into the last completed step for cadences in a Complete state, and the current step for cadences in a Running state. You can also expose additional insights about the cadence assignee, such as manager. Change the filter from State = Complete to State = Running to show all active cadences. |
Leads with Cadence Trackers
This report combines leads with cadence trackers to let sales managers see which of their leads are in a cadence and how each completed it.
| Folder | Sample Sales Reports > Sales Engagement Dashboard Reports |
| Report Type | Leads and Cadence Trackers |
| Insights |
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| Key Data Points |
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| Notes | To include additional fields (e.g., related account, opportunity, or contact fields; user (assignee) manager), clone this report type and edit the layout to add the fields. Then build a report based on the new report type. You can expose additional fields for the the last completed step and current step fields, like Due Date. Change the filter from State = Running to State = Complete to show all completed cadences. |
Contacts with Cadence Trackers
This report combines contacts with cadence trackers to let sales managers see which of their contacts are in a cadence and how each completed it.
| Folder | Sample Sales Reports > Sales Engagement Dashboard Reports |
| Report Type | Contacts and Cadence Trackers |
| Insights |
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| Key Data Points |
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| Notes | To include additional fields (e.g., related account, opportunity, or contact fields; user (assignee) manager), clone this report type and edit the layout to add the fields. Then build a report based on the new report type. You can expose additional fields for the the last completed step and current step fields, like Due Date. Change the filter from State = Running to State = Complete to show all completed cadences. |
Task Reports
The fields available in task object reports let you see the cadences, cadence states, cadence steps, and target dispositions related to each task. Create a task report to include these fields.
There are differences to consider when choosing between the Tasks and Events standard report type, an Activities with Object standard report type, or an Object with Activities custom report type.
- The Task and Events report type returns Activities across multiple objects (such as Cases, Accounts, Contacts, Leads, Campaigns, and Opportunities). As a result, these reports can be more susceptible to time outs because they typically query several objects.
- The Activities with Object and Object with Activities report types improve activity report performance by using separate report types that are more specific to a single object, like the Activities with Leads report type. Though this limits the Activities in the report to those related to the selected object, the performance on these reports is much faster since they query fewer objects.
- When creating reports using the Activities with Object report type, custom fields from the object aren’t available. As an alternative, Create a Custom Report Type for the object and add Activities as the secondary object.
To see related sales cadences in task reports, use the Report Builder to add the Sales Cadence Name, State, Sales Cadence Step Title, and Target Disposition fields to task reports.
