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Sales Engagement Sample Dashboard
The Sales Engagement Sample Dashboard lets sales managers see up to 20 key metrics, 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 dashboard gives managers a sampling of the insights that Sales Engagement reports can provide. The dashboard is not available with Sales Engagement in Professional Edition.
The 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’ve reached the limit, the dashboard isn’t installed. For information about checking how many dynamic dashboards you’re using, see Find the Dynamic Dashboards in my Organization.
If admins or managers want to edit the reports used by the dashboard, we recommend making copies of the reports and 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, Relate Opportunities to Cadences must be turned on in Sales Engagement Setup at the time of the release.
To view the dashboard in the Sales Engagement app, select Dashboards from the Navigation menu. 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 in the last 30 days.
- Pipeline Generated from Cadences
- Shows the total amount of revenue from opportunities attributed to cadences in the last 30 days.
- Lead Conversions by Cadence
- Shows which cadences generated the most lead conversions in the last 30 days.
- Target Disposition by Cadence
- Shows the most common outcomes for each cadence in the last 30 days.
Pipeline Generation
These components show you how much pipeline you’re generating from Sales Engagement.
- Pipeline Generated by Sales Rep
- Shows which sales reps are creating the most pipeline from their cadences.
- Pipeline Generated by Cadence
- Shows which cadences create the most pipeline.
Adoption and Performance by Sales Rep
These components show you how much your sales reps are using 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.
- Successful Calls and Emails by Sales Rep
- Shows how many successful call and email engagements each sales rep achieved in the last 30 days. You can easily change this component to show any call result or email engagement you want to track.
- Emails Sent Per Month
- Shows how many emails each rep sent in recent months.
- Calls Made Per Month
- Shows how many calls each rep made in recent months.
Target Engagement
- This Month’s Most Engaged Leads: Email
- Shows which leads have been most engaged with email this month. Displays the total emails opened, link clicks, and replies for each lead in the last 30 days. You can change this component to display any email engagement that you want to track.
- This Month’s Most Engaged Leads: Calls
- Shows which leads have been most engaged with calls this month. Displays the total calls with the call result Meaningful Connect for each lead in the last 30 days. You can change this component to display any call result that you want to track.
- Email Replies by Account and Contact
- Shows which accounts and contacts have been most engaged with email this month. Displays the total email replies that were received for each account and contact in the last 30 days. You can change this component to any email engagement that you want to track.
- Calls with Meaningful Connect by Account and Contact
- Shows which accounts and contacts have been most engaged with calls this month. Displays the total calls with the call result Meaningful Connect for each account and contact in the last 30 days. You can change this component to show any call result that you want to track.
Asset Performance
- Top Performing Call Scripts
- Shows that call scripts have generated the most all-time engagement. Displays the total calls with the call result Meaningful Connect for each call script. You can change this component to show any call result that you want to track.
- Most Replied to Email Templates
- Shows which email templates have generated the most all-time engagement. Displays the total email replies for each email template. You can change this component to show any email engagement that you want to track.
- Most Engaged Cadences
- Shows which cadences have generated the most all-time engagement. Displays the number of emails replied and calls with the call result Meaningful Connect for each cadence. You can change this component to show any email engagement or call result that you want to track.
- Most Engaged Cadence Steps
- Shows which cadence steps have generated the most all-time engagement. Displays the number of email replies and calls with the call result Meaningful Connect for each cadence step. You can change this component to show any email engagement or call result that you want to track.
