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            Rep-Focused Activity and Engagement Reports for Sales Engagement

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            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 in the last 30 days 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 in the last 30 days 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.

            Engagement by Sales Rep and Month

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

            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.
             
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