Apologies if already answered - I'm asked to report on the following metrics for cadences created in my org:
- Responses/replies
- Meetings booked
- Opportunities created from Sales Engagement cadences
How would you go about reporting on these? only thing I can find out of the box is cadence tracker object which does not seem capture these details. Any help is highly appreciated.
Thanks, Tal
Hey Tal,
Salesforce has a built-in report for this: Cadence and Lead Outcome Reports, shows lead conversion and opportunity value from cadences, covers your "opportunities created" need directly.
For replies, use the Email Engagement report (shows reply counts per prospect) plus the Call response report if you're tracking call replies too.
Meetings booked isn't natively tracked as a discrete metric, meetings are just Events. You'd need a Custom Report Type joining Cadence Tracker to Event to isolate meetings created during a cadence.
Check Sample Sales Reports folder first, most of this is prebuilt there.
Reference:
https://help.salesforce.com/s/articleView?id=sales.hvs_reports_cadence_lead_outcome.htm&language=en_US&type=5
