The Cadence Overview Page includes a data-rich dashboard highlighting important metrics about your Cadence, including Cadence outcomes. These Cadence Overview metrics show a quick glance of your Cadence's structure and performance. You will see the metrics specific to the Cadence below the Cadence toolbar.
The metrics can be monitored in real time to track towards goals each month. From your Cadence metrics, you can view overall and step level metrics to understand if you were able to meet your goals and identify where improvements could be made. Then, you can evaluate your Cadences regularly to determine if your workflow is successful, or if it's time to switch up the process.
In this article, you will learn about the different metrics that are visible on the Cadence Overview page and what they mean.
Cadence Overview Metrics may be found inside an individual Cadence.
To access a Cadence from the top navigation menu, follow these steps:
- In Salesloft, go to the top navigation and hover over Content. A dropdown will appear.
- Select Cadences. You will land on the Cadence list page.
- Find and select the Cadence.
- The Cadence Overview will appear at the top of the Cadence Overview page.
You can also select a Cadence name from a Cadence step anywhere inside Salesloft to be taken to the individual Cadence page.
Below the Cadence Overview Metrics, click View Step Analytics to see how granular metrics are converted at each step of the cadence.
The Cadence Overview Metrics are split into three sections:
- Cadence Summary Metrics
- Cadence Activity Metrics
- Cadence Outcome
To learn more details about any of the metrics included in the Cadence Overview Metrics, check out the Salesloft Metrics Glossary.
Let’s walk through each section.
Cadence Summary Metrics
The Cadence Summary metrics give a quick and simple overview of what is included in the Cadence, including:
- Steps: Total number of steps in the Cadence.
- Things to Note: If a step has variants, the steps and the step variants are counted as one step.
- Duration: Total number of business days for the cadence.
- Things to Note: Salesloft doesn’t count Sat/Sun in the business day count.
- Active People: The number of People who are currently running through the Cadence.
- Previously known as "In Progress."
- Total People: The total number of People who are currently on the Cadence or have completed the Cadence.
- Previously known as "All".
Cadence Activity Metrics
The Activity metrics show the impact of the Cadence by displaying the activity that has been completed. Basically, any action you or the Person take that promotes continuing communication counts as engagement.
Activity metrics include:
- Calls Logged: Number of calls logged on this Cadence, meaning calls when the user click Log & Complete or Log Only.
- Emails Sent: Total number of emails sent from Cadence.
- Things to Note: Emails sent does not guarantee the emails was delivered.
- Reply Rate: Percentage of replied emails based off of the total number of emails sent from the Cadence.
- Hover state: # Replied / # Sent
- Click Rate: Percentage of emails with links that have been clicked based on the total number of emails sent from the Cadence.
- Hover state: # Clicked / # Sent
- Open Rate: Percentage of emails viewed of the total number of emails sent from the Cadence.
- Hover state: # Open / # Sent
Cadence Outcomes
Cadence Outcomes tracks key performance metrics for Cadences, offering a view of their impact on revenue outcomes.
Cadence Outcomes leverage Salesloft’s influence model which takes any activity related to prospects and stakeholders (via contact roles), and connects them to the following key revenue metrics below.
Things to Note:
- The influence model does NOT leverage last touch attribution.
- If you do not have Deals enabled, you will only see the Meeting Rate and Opportunity Rate metrics.
Key Metrics Included in Cadence Outcomes:
- Meeting Rate - The Meeting Rate shows the percentage of times People contacted on the Cadence ultimately booked a meeting
- Opportunity Rate - The Opportunity Rate shows the percentage of times People contacted on the Cadence ultimately resulted in the creation of an opportunity
- Avg. Win Rate - closed won opportunities / closed opportunities
- Avg. Sales Contract - total duration / closed won opportunities
- Pipeline Gen - total amount x probability
- Revenue Gen - closed won
Q1: Why don’t I see the Opportunity Rate?
A1: If you are using a Cadence and do not see the Opportunity Rate metrics, check the Cadence Creation Date. Cadences did not begin collecting Opportunity data until May 2021. You will not see the Opportunity Rate for Cadences that were created prior to May 2021. If you have a Cadence that you would like to see the Opportunity Rate for, copy the Cadence, move People from the old Cadence to the new, and archive the "old" Cadence . This will refresh the Cadence so you can gain all of the data.
Q2: Why don’t I see a Meeting Rate?
A2: Check the Calendar Connection. Meetings Booked relies on Meetings being booked and scheduled using Salesloft Meetings or Calendar Sync.
After configuring Cadence Outcomes:
- Optimize Cadences: Use data insights to refine and improve Cadence strategies such as steps completed.
Monitor Performance: Regularly review outcomes to ensure continuous improvement.
