Show us the numbers! Data is super important in validating your sales process. Salesloft data takes the activities you perform and provides metrics, or the numbers or percentages associated to actions.
Since there are so many data points available, there are a lot of metrics visible throughout Salesloft. You may even wonder what a certain metric is really showing you or what you're support to do with all of this information.
In this article, we have laid out all of the metrics you can find inside Salesloft's Analytics. Each metric includes a definition, calculation for how that number is determined, where you can find that metric, and additional details.
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Account Coverage
Calculation: count(accounts Contacted) / count(accounts owned)
Percentage of accounts owned (by the filtered owners) that were Contacted in the time period.
Account Researched
Location: Prospecting results > Accounts / Team productivity > Team performance
Calculation: count(# unique Account records)
Unique number of accounts researched by the AI agent in the time period.
Accounts Contacted
Calculation: Distinct(Accounts)
Unique number of accounts with touchpoints in the time period.
Accounts Dropped Off
Calculation: count(accounts Contacted) - count(accounts engaged)
Accounts Engaged
Calculation: count(# unique accounts with an engagement)
Accounts Met
Calculation: count(# unique accounts with a meeting held)
Accounts Contacted
Type: Accounts/People | Calculation: count(Unique Accounts with a touchpoint)
Unique number of accounts with activities (emails, calls, integration steps, other steps, other tasks, and SMS Convos) completed.
Accounts with Opps
Calculation: count(# unique accounts with a meeting held who were also associated to an opportunity created in the same time period)
Activated
Type: Cadences | Calculation: count(step 1 completed)
Total number of first steps completed (step number 1, includes variants).
Things to note: The First Step Completed metric only counts distinct people. If you have a person for whom the first step is completed multiple times within the same hour it will only count that as one. Whereas the Completed Steps metric will count as multiple occurrences.
Activities per Meeting
Type: Activities | Calculation: sum(total activities) / sum(meetings)
Average number of activities (calls, emails, integration steps, other steps, other tasks, and SMS Convos) it takes to book one meeting.
Activities per Opportunity
Type: Activities | Calculation: sum(total activities) / sum(opportunities)
Average number of activities (calls, emails, integration steps, other steps, other tasks, and SMS Convos) it takes to create one opportunity.
Activities per Success
Type: Activities | Calculation: sum(total activities) / sum(successes)
Average number of activities (calls, emails, integration steps, other steps, other tasks, and SMS Convos) it takes to get a success.
Agent Task Completed
Location: Prospecting results > Accounts / Team productivity > Process
The total number of AI agent-created tasks that a user has marked as done within the selected time period.
Agent Task Deleted
The number of AI agent-created tasks that were discarded by a user.
Agent Task Expired
The number of AI agent-created tasks that passed their due date without being completed or deleted.
% Agent Task Expired
The percentage of AI agent-created tasks that passed their due date without being completed or deleted.
Agent Task On-Time
The number of AI agent-created tasks that were completed on or before their due date.
% Agent Task On-Time
The percentage of completed AI agent tasks that were finished on or before their due date.
Agent Task Overdue
Total Agent tasks created that the user completed after the due date.
% Agent Task Overdue
Percentage of Agent tasks created that were completed by the user after the due date.
Amount (Stage 1)
Calculation: (total amount x probability)
Amount (Stage N)
Calculation: (total amount x probability)
Average Activities Per Day
Type: Activities | Calculation: sum (Emails Sent + Calls Logged + Other Steps + Integration Steps + SMS Convos + Other Tasks) / Count(Days)
Average number of activities completed per day. This takes the total number of activities completed and divides it by the number of days in the filtered date range.
Average Calls Logged Per Day
Type: Calls | Calculation: Sum(Calls Logged)/Count(Days)
Average number of calls logged per day.
This takes the total number of calls logged and divides it by the number of days in the filtered date range.
Average Days in Stage (Stage 1)
Calculation: sum(total days in stage) / count(opportunities)
Average number of days a deal spends in this stage.
Average Days in Stage (Stage N)
Calculation: sum(total days in stage) / count(opportunities)
Average number of days a deal spends in this stage.
Average Days to Meeting
Type: Activities | Calculation: (total meeting window in seconds / total seconds in a day) / sum(meetings booked)
Average number of days it takes to book a meeting.
This will show the average number of days it took for a Person to book a meeting from the moment they were imported into Salesloft. This is measured from the time of their last meeting booked.
Average Deal Size
Type: Deals | Calculation: sum(amount) / sum(closed won deals)
Average contract value for closed won deals.
The amount is in USD ($) unless multi-currency is enabled (in which the corporate currency will be represented). If opportunity splits are enabled, the total amount only includes the split share of the deal for the rep or team.
Average Duration (Avg. Call Duration)
Type: Calls | Calculation: sum(Call duration in Seconds)/Sum(Calls Dialed)
Average amount of time spent on dialed calls made using the Salesloft Dialer.
The smallest increment of Avg. Call Duration in analytics is by user by hour.
Average Influenced Deal Size
Average contract value for closed won deals (based on the create date). Opportunity influence is based on completed cadence steps or play tasks within the last 6 months of the opportunity creation date for a Person associated with the opportunity. The amount is in USD ($) unless multi-currency is enabled (in which the corporate currency will be represented). If opportunity splits are enabled, the total amount only includes the split share of the deal for the rep or group.
Average Influenced Sales Cycle
Average number of days between deal creation and deal closing for closed won deals (based on the create date). Opportunity influence is based on completed cadence steps or play tasks within the last 6 months of the opportunity creation date for a Person associated with the opportunity.
Average Meetings Attended per Day
Type: Activities | Calculation: sum(meetings attended) / count(days)
AKA: Attended per day
Average number of booked meetings that were also attended on a daily basis.
On reports and charts, the day corresponds to the day the meeting was booked and not the day the meeting was scheduled to start."
Average Meetings per Day
Type: Activities | Calculation: sum(meetings) /count(days)
AKA: Meetings per day
Average number of booked meetings (and not canceled) on a daily basis.
This takes the total number of meetings and divides it by the number of days in the filtered date range.
Average Other Steps Per Day
Type: Cadences | Calculation: sum(other steps completed) / count(days)
Average number of other steps completed per day.
This takes the total number of other steps completed and divides it by the number of days in the filtered date range.
Average People Added Per Day
Type: Cadences | Calculation: sum(people added) / count(days)
Average number of people added to cadence per day.
This takes the total number of people added and divides it by the number of days in the filtered date range.
Average Personalization Score (Avg. Personalization)
Type: Emails | Calculation: Average(Personalization Score)
Average personalization scores across a set of emails.
This counts any email, regardless of if they were sent from a Cadence, Lofted, or one-off emails. One-off emails have 100% personalization. 20-25% average personalization is recommended.
Average Recording Duration (Avg. Recording Duration)
Type: Conversations | Calculation: sum(time in seconds for each recording) / count(recordings)
Average amount of time spent on Conversations recordings.
The smallest increment of duration is seconds.
Average Sales Contract
Total duration / closed won opportunities
Average Sales Cycle
Type: Deals | Calculation: total deal duration / sum(closed won deals)
Average number of days between deal creation and deal closing for closed won deals.
Average Score
Calculation: sum(scores) / sum(scored conversations)
Average scorecard from scored conversation recordings
Average Touchpoints per Deal (Stage 1)
Calculation: sum(Touchpoints associated with the opportunity) / count(opportunities)
Average number of Touchpoints for a deal in this stage.
Average Touchpoints per Deal (Stage N)
Calculation: sum(Touchpoints associated with the opportunity) / count(opportunities)
Average number of Touchpoints for a deal in this stage.
Average Win Rate
Closed won opportunities / closed opportunities
Type: Emails | Calculation: count(bounced emails)
Total sent emails resulting in a bounce status from the email system. Bounced messages inform the sender that the message was not delivered. This can be because the email address was incorrect or is no longer in service. An increased number of bounces could suggest incorrect email data.
Since the message was not delivered, bounces do not result in a Reply.
% Bounced
Type: Emails | Calculation: Sum(emails bounced)/Sum(emails sent)
AKA Bounce Rate
Percentage of sent emails sent that resulted in a hard bounce.
Less than 5% bounce rate is recommended.
Cadence ID
Type: Cadences | Calculation : assigned by Cadence
The unique identifier of the Salesloft cadence.
Call Tasks Completed
Type: Tasks | Calculation: count(Call Tasks)
Total number of call tasks with a due date that were completed.
Things to Note: This includes steps in a cadence as well as one off tasks.
Call Tasks Deleted
Type: Tasks | Calculation: count (deleted call tasks)
Total call tasks that are skipped or deleted.
Things to Note: If a Person has multiple skipped steps in a Cadence, each step is counted as deleted.
Call Tasks On-Time
Type: Tasks | Calculation: count(on-time call tasks)
Total call tasks that were completed on or before the due date.
Call Tasks Overdue
Type: Tasks | Calculation: count(overdue call tasks)
Total call tasks that were completed after the due date.
Things to Note: A task is counted as overdue only after the task is marked completed. In progress tasks that are past the due date are not counted.
Call Touchpoints Per Success
Type: Accounts/People | Calculation: sum(call Touchpoints) / sum(successes)
Average number of Call Touchpoints (logged call activities on an account) it took to get a success.
Calls Completed
Type: Calls | Calculation: count(completed call steps)
Total cadence call steps completed.
Only “Log and Complete” counts toward a completed call step.
Calls Dialed
Type: Calls | Calculation: count(Calls Dialed)
Total calls made using the Salesloft Dialer.
These calls are set by the status assigned by the Dialer provider. Calls dialed include all calls with the following status: Completed Busy No-answer Canceled Failed.
Calls Logged
Type: Calls | Calculation: count(Calls Logged)
Total calls that have been logged by the user.
This can include calls as part of a cadence as well as one-offs. Both “Log Only” and “Log and Complete” count towards the calls logged metric, but only “Log and Complete” counts toward a completed call step.
Calls On Time
Type: Calls | Calculation: count(on-time call steps)
Total cadence call steps that were completed on or before the due date.
% Calls On Time
Type: Calls | Calculation: Sum(On-time call steps)/sum(Completed call Steps)
Total cadence call steps that were completed after the due date. A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
Calls Overdue
Type: Calls | Calculation: count(overdue call steps)
Total cadence call steps that were completed after the due date.
A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
% Calls Overdue
Type: Calls | Calculation: Sum(overdue call steps)/sum( Completed call Steps)
Percentage of cadence call steps that were completed after the due date.
Calls Skipped
Type: Calls | Calculation: count (skipped call steps)
Total cadence call steps that are skipped.
If a Person has multiple skipped steps in a Cadence, each step is counted.
% Calls Skipped
Type: Calls | Calculation: Sum (skipped call steps)/sum(Completed call Steps + Skipped call Steps)
Percentage of cadence call steps that were skipped.
Clicked
Type: Emails | Calculation: count (Clicked)
Total sent emails that resulted in at least one link being clicked.
% Clicked
Type: | Calculation: Sum(emails clicked)/Sum(emails delivered)
AKA Click Rate.
Percentage of delivered emails that had at least one link click.
5-10% is considered a good benchmark.
Clicks
Type: Emails | Calculation: count (Clicks)
Total email links that have been clicked.
Closed Won
Type: Deals | Calculation: sum(pipeline amount for closed won deals)
Total amount of pipeline represented by deals with a Closed Won status.
The amount is in USD ($) unless multi-currency is enabled (in which the corporate currency will be represented). If opportunity splits are enabled, the total amount only includes the split share of the deal for the rep or team.
Comments and Notes
Type: Conversations | Calculation: Measured by the user’s interaction with a Conversation - will we measure on a per/recording basis, e.g.,: 20 comments on 1 recording= 1
How many recordings is this user adding comments/notes to?
Completed Steps
Type: Cadences | Calculation: Sum(email steps completed + call steps completed + integration steps completed + other steps completed)
Total number of cadence steps completed.
This does not include one-off activities.
Connected Calls
Type: Calls | Calculation: count (Calls logged with Connected disposition)
Total calls logged with the standard disposition Connected or logged with dispositions as defined in metric configuration.
% Connected Calls
Type: Calls | Calculation: sum(Connected Calls) /sum(Calls Logged)
AKA Connected Rate.
Percentage of calls logged that have the standard disposition of Connected.
5-10% is considered a good benchmark.
Connected Calls per Meeting
Type: Calls | Calculation: sum(connected calls) / sum(meetings)
Average number of calls logged with the Connected disposition it takes to book one meeting.
Connected Calls per Opportunity
Type: Calls | Calculation: sum(connected calls) / sum(opportunities)
Average number of calls logged with the Connected disposition it takes to create one opportunity.
Conversion Rate
Calculation: count(# unique people with an engagement) / count(people Contacted)
Percentage of Contacted people with a seller interaction (engagement) in the time period
Converted to Engaged
Calculation: count(# unique people with an engagement) / count(people Contacted)
Percentage of Contacted people with a seller interaction (engagement) in the time period.
Converted to Meeting
Calculation: count(# unique people with a meeting held) / count(people engaged)
Percentage of engaged people that met with the seller in the time period
Converted to Opportunity
Calculation: count(# unique people with a meeting held who were also associated to an opportunity created in the same time period) / count(unique people with a meeting held)
Percentage of people that had a meeting and resulted a new opportunity in the time period
Things to note: This metric relies on buyer group associations dating back to February 2024
Create Date
Type: Cadences | Calculation: Issued when the Cadence is created
The date the cadence was created in Salesloft.
Deals Lost (Stage 1)
Calculation: count(# of closed lost opportunities in stage 1)
Total number of deals that were closed lost in this stage
Deals Lost (Stage N)
Calculation: count(# of closed lost opportunities in the stage prior to this one)
Total number of deals that were closed lost in the prior stage.
Deals Progressed (Stage 1)
Calculation: count(# of opportunities that were in stage 1 and progressed to any future stage that isn’t closed lost)
Total number of deals that converted from the first stage to a later stage (and were not closed lost on this stage).
Deals Progressed (Stage N)
Calculation: sum (# of opportunities that converted from any previous stage to this one and were not closed lost in the previous stage)
Total number of deals that converted from the previous stage to this stage.
Deals Stuck
Calculation: count(# of open opportunities in the stage prior to this one)
Total number of deals that are still open in the prior stage.
% Deleted Call Tasks
Type: Tasks | Calculation: Sum (deleted call tasks) / sum(Completed call tasks + Deleted call tasks)
Percentage of call tasks that were skipped or deleted.
% Deleted Email Tasks
Type: Tasks | Calculation: Sum (deleted email tasks) / sum(Completed email tasks + Deleted email tasks)
Percentage of email tasks that were skipped or deleted.
% Deleted General Tasks
Type: Tasks | Calculation: Sum (deleted general tasks) / sum(Completed general tasks + Deleted general tasks)
Percentage of general tasks that were skipped or deleted.
% Deleted Integration Tasks
Type: Tasks | Calculation: Sum (deleted integration tasks) / sum(Completed integration tasks + Deleted integration tasks)
Percentage of integration tasks that were skipped or deleted.
% Deleted Tasks
Type: Tasks | Calculation: Sum (deleted tasks) / sum(Completed tasks + Deleted tasks)
Percentage of tasks that were skipped or deleted.
Delivered
Type: Emails | Calculation: Sum (Emails Sent) - Sum (Bounced)
Total emails sent that were delivered and not bounced.
Dialer Conversations
Type: Conversations | Calculation: Measured by the user's total number of dialer calls that met the 120+ second threshold for Conversations
How many dialer calls does this user have in Conversations?
Disposition Name
Type: Calls |
The names of each standard and custom disposition that has been logged based on your report filters.
Effectiveness Score
Type: Accounts/People | Calculation: sum (Email Touchpoints per success + Call Touchpoints per success + Other Touchpoints per success)
Average number of account activities (calls, emails, other steps, and other tasks) it takes to get a single success.
Email Touchpoints Per Success
Type: Accounts/People | Calculation: sum(email Touchpoints) / sum(successes)
Average number of emails sent specifically to people on an account in order to reach a success. a touchpoint is account-specific.
Emails Completed
Type: Emails | Calculation: count(completed email steps)
Total cadence email steps completed.
Emails On Time
Type: Emails | Calculation: count(on-time email steps)
Total cadence email steps that were completed on or before the due date.
% Emails On Time
Type: Emails | Calculation: Sum(On-time email steps)/sum( Completed email Steps)
Percentage of cadence email steps that were completed on or before the due date.
Emails Overdue
Type: Emails | Calculation: count(overdue email steps)
Total cadence email steps that were completed after the due date.
A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
% Emails Overdue
Type: Emails | Calculation: Sum(overdue email steps)/sum( Completed email Steps)
Percentage of cadence email steps that were completed after the due date.
Emails Skipped
Type: Emails | Calculation: count (skipped email steps)
Total cadence email steps that are skipped.
If a Person has multiple skipped steps in a Cadence, each step is counted.
% Emails Skipped
Type: Emails | Calculation: Sum (skipped email steps)/sum(Completed email Steps + Skipped email Steps)
Percentage of cadence email steps that were skipped.
Email Tasks Completed
Type: Tasks | Calculation: count(Email Tasks)
Total number of email tasks with a due date that were completed.
Things to Note: This includes steps in a cadence as well as one off tasks.
Email Tasks Deleted
Type: Tasks | Calculation: count (deleted email tasks)
Total email tasks that are skipped or deleted.
Things to Note: If a Person has multiple skipped steps in a Cadence, each step is counted as deleted.
Email Tasks On-time
Type: Tasks | Calculation: count(on-time email tasks)
Total email tasks that were completed on or before the due date.
Email Tasks Overdue
Type: Tasks | Calculation: count(overdue email tasks)
Total email tasks that were completed after the due date.
Things to Note: A task is counted as overdue only after the task is marked completed. In progress tasks that are past the due date are not counted.
Engagements
Calculation: sum(connected call + email reply + sms convos + meeting booked)
Engagements per Account
Calculation: count(engagements) / count(accounts Contacted)
Average number of engagements per account.
Engagements per Meeting
Calculation: count(engagements) / count(meetings attended)
Average number of engagements needed to get a meeting.
Enrolled
Type: Cadences | Calculation: count (People added to a Cadence)
Total new people added to a cadence.
This is not a count of unique people ever added as a person can be added to the same cadence multiple times. This does not count any steps completed.
External ID
Type: Cadences | Calculation: Selected by user in Cadence
The cadence external identifier mapped in advanced cadence settings.
Function
Type: Cadences | Calculation:
The functionality type of the cadence: Outbound, Inbound, Event, Other.
General Tasks Completed
Type: Tasks | Calculation: count(general Tasks)
Total number of general tasks with a due date that were completed.
General Tasks Deleted
Type: Tasks | Calculation: count (deleted general tasks)
Total general tasks that are skipped or deleted.
General Tasks On-time
Type: Tasks | Calculation: count(on-time general tasks)
Total general tasks that were completed on or before the due date.
General Tasks Overdue
Type: Tasks | Calculation: count(overdue general tasks)
Total general tasks that were completed after the due date.
Things to Note: A task is counted as overdue only after the task is marked completed. In progress tasks that are past the due date are not counted.
Group Name
Type: Teams | Calculation:
The Salesloft team member's group assignment at the time of the activity.
If the team member is not assigned to a group, N/A will display. If the team member has changed groups, the metrics from a previous group will not be re-assigned to the new group.
Hot Leads
Type: Activities | Calculation: Count(new hot leads created)
Total number of new hot leads created (Person classified as hot leads based on custom configuration).
A hot lead can be created and deleted within the same period as the report, but the hot leads metric will only reflect the number of hot leads created.
Influenced Meetings
Total number of meetings booked, excluding canceled meetings, as a result of scheduling through Salesloft, synchronized through calendar sync, and lofting invites from the Google calendar. Meeting influence is based on completed cadence steps or play tasks within the last 12 months of the meeting creation date for a specific Person.
Influenced Opportunities
Total opportunities created by a Salesloft user in their CRM and synced to Salesloft. Opportunity influence is based on completed cadence steps or play tasks within the last 6 months of the opportunity creation date for a Person associated with the opportunity.
Influenced Pipeline
Calculation: (total amount x probability)
Total pipeline added from new opportunities created
Things to note: Only since Feb 2024.
Influenced Revenue
Total amount of revenue represented by deals with a Closed Won status (based on the create date). Opportunity influence is based on completed cadence steps or play tasks within the last 6 months of the opportunity creation date for a Person associated with the opportunity. The amount is in USD ($) unless multi-currency is enabled (in which the corporate currency will be represented). If opportunity splits are enabled, the total amount only includes the split share of the deal for the rep or group.
Influenced Win Rate
Percentage of closed deals that were won (based on the create date). Opportunity influence is based on completed cadence steps or play tasks within the last 6 months of the opportunity creation date for a Person associated with the opportunity.
Integration Steps
Type: Cadences | Calculation: count (Integration Steps completed)
Total completed cadence integration steps across all integrations, such as LinkedIn, Sendoso, etc.
Integration Tasks Completed
Type: Tasks | Calculation: count(integration Tasks)
Total number of integration tasks with a due date that were completed.
Things to Note: This includes steps in a cadence as well as one off tasks.
Integration Tasks Deleted
Type: Tasks | Calculation: count (deleted integration tasks)
Total integration tasks that are skipped or deleted.
Things to Note: If a Person has multiple skipped steps in a Cadence, each step is counted as deleted.
Integration Tasks On-time
Type: Tasks | Calculation: count(on-time integration tasks)
Total integration tasks that were completed on or before the due date.
Integration Tasks Overdue
Type: Tasks | Calculation: count(overdue integration tasks)
Total integration tasks that were completed after the due date.
Things to Note: A task is counted as overdue only after the task is marked completed. In progress tasks that are past the due date are not counted.
Last Contacted
Type: Accounts/People | Calculation:
The date the most recent activity (email, call, integration steps or other steps) was completed on the account.
Last Used
Type: Templates | Calculation:
The date the template was most recently used in an email activity (one off email sent or email cadence step completed).
Lead Lifetime
Type: Accounts/People | Calculation: (total person lifetime in seconds / total seconds in a day) / sum(successes)
Total elapsed time required to achieve a Success for a Person.
This will show the average number of days it took for a Person to reach success from the moment they were imported into Salesloft. This is measured from the time of their last Success. If they have never had Success clicked, it is the time they were imported into Cadence.
LinkedIn Completed Steps
Type: Cadences | Calculation: Total completed LinkedIn integration steps (research, connections, inmail, introductions).
Total completed LinkedIn integration steps (research, connections, inmail, introductions).
LinkedIn Connections
Type: Cadences | Calculation: count(Completed LinkedIn Connection Steps)
Total completed LinkedIn steps that are connections.
LinkedIn InMail
Type: Cadences | Calculation: count(Completed LinkedIn InMail Steps)
count(Completed LinkedIn Connection Steps)
LinkedIn Introductions
Type: Cadences | Calculation: count(Completed LinkedIn Introduction Steps)
Total completed LinkedIn steps that are introductions.
LinkedIn Research
Type: Cadences | Calculation: count(completed LinkedIn Research Steps)
Total completed LinkedIn steps that are research.
Lofted Meetings
Type: Conversations | Calculation: Total number of Calendar events per user (meeting owner) that were intended to be recorded over the filtered period of time
How many Meetings that were intended to be recorded does this user have?
Meeting Conversion Rate
Type: Activities | Calculation: sum(Meetings Booked) / sum(People Contacted)
Percentage of people Contacted that resulted in a new meeting booked.
Meeting Rate
The Meeting Rate calculates how often the Cadence results in a Person booking a Meeting with a Salesloft user as a result of the Cadence.
Things to Note: This feature will slowly roll out to customers starting June 16, 2021.
Meetings Booked are powered by Meetings being booked and scheduled using Salesloft Meetings or Calendar Sync. When a meeting is booked or synced from the calendar, Salesloft will define the last completed Cadence step of the Person related to the meeting and attribute the meeting to the Cadence of the last completed step.
The Meeting Rate is calculated by taking the number of meetings booked and dividing it by the number of People Contacted through the Cadence.
Meetings
Type: Activities | Calculation: sum (Meetings booked) - sum (meetings canceled)
Total meetings booked excluding canceled meetings.
This includes meetings booked as a result of scheduling through Salesloft, synchronized through calendar sync, and lofting invites from the Google calendar.
For cadence reports, meetings are attributed to the last completed cadence step for that Person.
Meetings Attended
Type: Activities | Calculation: count(meetings attended)
AKA: Attended Meetings
Total number of booked and completed meetings that were not marked as no show or canceled.
Attended is displayed based on when the meeting when the meeting was scheduled to end. This count only increases after the scheduled meeting ends.
Meetings Booked
Type: Activities | Calculation: count (Meetings booked)
Total number of meetings booked as a result of scheduling through Salesloft, synchronized through calendar sync, and lofting invites from the Google calendar.
Meetings Canceled
Type: Activities | Calculation: count (meetings canceled) AKA: Canceled
Total number of booked meetings that were canceled. A meeting is counted as Cancelled when:
- A user cancels through the Salesloft calendar cancel/reschedule link (if enabled by your admin), or
- A user manually marks the meeting as Cancelled in Salesloft.
Things to Note: Salesloft does not automatically detect when a meeting is deleted directly from a connected calendar (such as Google Calendar or Outlook). If a meeting invite is removed from your calendar without using a Salesloft cancel link or a manual cancellation in Salesloft, it will not be counted as Cancelled.
% Meetings Canceled
Type: Activities | Calculation: sum(meetings canceled) / sum(meetings booked)
AKA: % Canceled
Percentage of meetings booked that were then canceled.
Meetings Held
Calculation: count(meetings attended)
Total number of booked and completed meetings that were not marked as no show or canceled. Attended is displayed based on when the meeting when the meeting was scheduled to end.
Meetings Held per Opportunity
Type: Activities | Calculation: sum(meetings) / sum(opportunities)
Average number of meetings it takes to create one opportunity.
Meetings Logged
Type: Activities | Calculation: count(Meetings Logged)
Total number of meetings manually logged by a Salesloft user.
Unlike Meetings Booked, which counts meetings scheduled through Salesloft's meeting booking features or captured via calendar sync, Meetings Logged counts meetings that a user records manually using the Log a Meeting function. These meetings do not require a Salesloft calendar link or a calendar sync connection to be counted.
Meetings Not Recorded
Type: Conversations | Calculation: Total Calendar events synced to Conversations in ‘Upcoming tab’ but end up in ‘Incomplete’ tab on Navigator over the filtered period of time
Total calendar events synced to Conversations in “Upcoming tab” but end up in “Incomplete tab” on Navigator over the filtered period of time.
Meetings Recorded
Type: Conversations | Calculation: Total number of conference recordings for the meeting owner over the filtered period of time
Total number of calendar events per user (meeting owner) that were recorded over the filtered period of time.
% Meetings Recorded
Type: Conversations | Calculation: Measured by Loftable Calendar events/Number of meeting recordings over the filtered period of time (excludes manual uploads, dialer calls, external audio)
Total percentage of Loftable Calendar events and number of recordings over the filtered period of time.
Name
Type: Accounts/People/Cadence/Teams | Calculation: Name entered for record
The name of the record, cadence or user.
New Deals
Type: Deals | Calculation: count(new deals)
Total number of deals created in the period by the opportunity owner.
New Pipeline Added
Type: Deals | Calculation: sum(pipeline amount for new deals)
Total amount of pipeline represented by deals created in the period by the opportunity owner.
This metric does not include any deal amount changes after the deal was created. The amount is in USD ($) unless multi-currency is enabled (in which the corporate currency will be represented). If opportunity splits are enabled, the total amount only includes the split share of the deal for the rep or team.
No Show
Type: Activities | Calculation: count(meeting no show)
Total booked meetings that a user has marked as Not Attended to indicate invited attendees did not attend.
% No Show
Type: Activities | Calculation: sum(no show) / sum(meetings)
Percentage of booked meetings that the user marked as Not Attended.
Objection - Competitor
Type: Emails | Calculation: count (Objection - Competitor)
Total email replies with a sentiment of competitor objections.
Objection - No Interest
Type: Emails | Calculation: count (Objection - No Interest)
Total email replies with a sentiment of non interest objections.
Objection - Not the Buyer
Type: Emails | Calculation: count (Objection - Not the Buyer)
Total email replies with a sentiment of not the buyer objections
Objection - Timing
Type: Emails | Calculation: count (Objection - Timing)
Total email replies with a sentiment of timing objections
% On-Time Call Tasks
Type: Tasks | Calculation: Sum(On-time call tasks) / sum(Completed call tasks)
Percentage of call tasks that were completed on or before the due date.
% On-Time Email Tasks
Type: Tasks | Calculation: Sum(On-time email tasks) / sum(Completed email tasks)
Percentage of email tasks that were completed on or before the due date.
% On-Time General Tasks
Type: Tasks | Calculation: Sum(On-time general tasks) / sum(Completed general tasks)
Percentage of general tasks that were completed on or before the due date.
On-Time Integration Steps
Type: Cadences | Calculation: count(on-time integration steps)
Total cadence integration steps that were completed on or before the due date.
% On-Time Integration Steps
Type: Cadences | Calculation: Sum(On-time integration steps)/sum( Completed integration Steps)
Percentage of cadence integration steps that were completed on or before the due date.
% On-Time Integration Tasks
Type: Tasks | Calculation: Sum(On-time integration tasks) / sum(Completed integration tasks)
Percentage of integration tasks that were completed on or before the due date.
On-Time Other Steps
Type: Cadences | Calculation: count(on-time other steps)
Total cadence other steps that were completed on or before the due date.
% On-Time Other Steps
Type: Cadences | Calculation: Sum(On-time other steps)/sum( Completed other Steps)
Percentage of cadence other steps that were completed on or before the due date.
% On-Time Tasks
Type: Tasks | Calculation: Sum(On-time tasks) / sum(Completed tasks)
Percentage of tasks that were completed on or before the due date.
On-time Steps
Type: | Calculation:
% On-Time Steps
Type: Cadences | Calculation: count(on-time steps)
Total cadence steps that were completed on or before the due date.
Open Deals (Stage 1)
Calculation: count(# of open opportunities in stage 1)
Total number of open deals in this stage.
Open Deals (Stage N)
Calculation: count(# of open opportunities in stage N)
Total number of open deals in this stage.
Open Pipeline (Stage 1)
Calculation: sum(weighted amount for open opportunities in stage 1)
Total weighted pipeline amount for open deals in this stage.
Open Pipeline (Stage N)
Calculation: sum(weighted amount for open opportunities in stage N)
Total weighted pipeline amount for open deals in this stage.
Opened
Type: Emails | Calculation: count(opened)
Total sent emails that resulted in at least one open or view.
% Opened
Type: Emails | Calculation: Sum(emails opened)/Sum(emails delivered)
AKA: Open Rate
Percentage of delivered emails that had at least one open or view.
20-30% open rate is considered a good benchmark.
Opportunities (Opportunities Created)
Type: Activities | Calculation: count (opportunities created)
Total opportunities created by a Salesloft user in their CRM and synced to Salesloft.
For cadence reports, opportunities are attributed to the last completed cadence step for the Person on the opportunity.
Opportunity Conversion Rate
Type: Activities | Calculation: sum(Opportunities Created) / sum(People Contacted)
Percentage of people Contacted that resulted in a new opportunity.
Opportunity Rate
Calculation: count(opportunities created) / count (accounts Contacted)
The Opportunity Rate calculates how often the Cadence results in an Opportunity being created. In other words, is your Cadence workflow effective and helping to reach the goal of creating an Opportunity?
Opportunities Created are generated in Salesforce. When the Opportunity is generated, if ties to the last completed Cadence step in Salesloft to determine which Cadence that it is attributed to.
Things to Note:
- In order for Opportunity Rate to populate, users must have a connected Salesforce instance.
- In order for Opportunity Rate to populate, a Salesloft team admin must have Opportunities configured in Salesloft Field Configuration with at least one field mapped.
- If a Salesloft instance already has these items setup, no further configuration is required.
The Opportunity Rate is calculated by taking the number of Opportunities Created and dividing it by the number of People Contacted through the Cadence.
Opportunity Rate (Play Outcome)
The Opportunity Rate shows the percentage of times People contacted on the Cadence ultimately resulted in the creation of an opportunity.
Other Steps
Type: Cadences | Calculation: count(Other Steps)
Total cadence other steps completed. These do not include integration steps.
Other Tasks Completed
Type: Tasks | Calculation: sum(General Tasks + Integration Tasks)
Total number of one-off general or integration tasks with a due date that were completed.
Other Touchpoints per Success
Type: Accounts/People | Calculation: sum(Other step activities + Other tasks) / sum(successes)
Average number of Other cadence steps and Other tasks it took to get a success.
Other/Unsure
Type: Emails | Calculation: count(other sentiment)
Total email replies with a sentiment classified as Other or Unsure.
% Overdue Call Tasks
Type: Tasks | Calculation: Sum(overdue call tasks) / sum(Completed call tasks)
Percentage of call tasks that were completed after the due date.
% Overdue Email Tasks
Type: Tasks | Calculation: Sum(overdue email tasks) / sum(Completed email tasks)
Percentage of email tasks that were completed after the due date.
% Overdue General Tasks
Type: Tasks | Calculation: Sum(overdue general tasks) / sum(Completed general tasks)
Percentage of general tasks that were completed after the due date.
Overdue Integration Steps
Type: Cadences | Calculation: count(overdue integration steps)
Total cadence integration steps that were completed after the due date.
A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
% Overdue Integration Steps
Type: Cadences | Calculation: Sum(overdue integration steps)/sum( Completed integration Steps)
Percentage of cadence integration steps that were completed after the due date.
% Overdue Integration Tasks
Type: Tasks | Calculation: Sum(overdue integration tasks) / sum(Completed integration tasks)
Percentage of integration tasks that were completed after the due date.
Overdue Other Steps
Type: Cadences | Calculation: count(overdue other steps)
Total cadence other steps that were completed after the due date.
A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
% Overdue Other Steps
Type: Cadences | Calculation: Sum(overdue other steps)/sum( Completed other Steps)
Percentage of cadence other steps that were completed after the due date.
% Overdue Tasks
Type: Tasks | Calculation: Sum(overdue tasks) / sum(Completed tasks)
Percentage of tasks that were completed after the due date.
Overdue Steps
Type: Cadences | Calculation: count(overdue steps)
Total cadence steps that were completed after the due date.
A step is counted as overdue only after the step is marked completed. In progress steps that are past the due date are not counted.
% Overdue Steps
Type: Cadences | Calculation: Sum(overdue steps)/sum( Completed Steps)
Percentage of cadence steps that were completed after the due date.
Owner
Type: | Calculation:
The first and last name of the Salesloft user that owns the record. Typically, it's the person who imported or created the record inside Salesloft, unless the record is assigned to another user.
People
Type: Accounts/People | Calculation: count(people on the account)
Total number of people on the Account.
This should match the People stat on the individual Account page as well as in the Accounts table.
People Dropped Off
Calculation: count(people Contacted) - count(people engaged)
People Engaged
Calculation: count(# unique people with an engagement)
People Met
Calculation: count(# unique people with a meeting held)
People Per Account
Calculation: count(people Contacted) / count(accounts Contacted)
Average number of people Contacted per account.
People Contacted
Type: Accounts/People | Calculation: count(Unique People with a touchpoint)
Unique number of people with activities (emails, calls, integration steps, other steps, other tasks, and SMS Convos) completed.
People with Opps
Calculation: count(# unique people with a meeting held who were also associated to an opportunity created in the same time period)
Thins to note: Only since Feb 2024
Person Researched
Location: Prospecting results > Accounts / Team productivity > Team performance
Calculation: count(# unique people records)
Unique number of people records researched by the AI agent in the time period.
Personalized
Type: Emails | Calculation: Sum(emails with >5% personalization score)
Total sent emails that were personalized with > 5% personalization score.
This counts any email, regardless of if they were sent from a Cadence, Lofted, or one-off emails. The 5% reflects a minimum threshold for meaningful personalization that impacts reply rates.
One-off emails have 100% personalization.
% Personalized
Type: Emails | Calculation: Sum(emails with > 5% personalization)/Sum(emails delivered)
AKA: Personalization Rate
Percentage of delivered emails that have > 5% personalization score.
The 5% reflects a minimum threshold for meaningful personalization that impacts reply rates.
Pipeline Gen
total amount x probability
Played
Type: Conversations | Calculation: Measured by number of unique recordings a user hit play on anywhere in the platform., e.g., 20 plays on 1 recording=1
How many times is this user hitting play on all recordings?
Positive Calls (Pos. Calls)
Type: Calls | Calculation: count(positive calls)
Total calls logged with one of the following standard sentiments:
- Interested
- Timeline 6-12 Months
- Demo Scheduled
or logged with sentiments as defined in metric configuration.
% Positive Calls
Type: Calls | Calculation: sum(positive calls) / sum(connected calls)
AKA: Positive Calls Rate
Percentage of calls logged with a Connected disposition that have also been logged with a Positive Calls sentiment.
Positive Call sentiments include the standard sentiments of: Interested, Timeline 6-12 Months, or Demo Scheduled. If both the correct disposition and sentiment isn't used when logging the call, this calculation will be inaccurate.
Positive Replies
Type: Emails | Calculation: count(positive replies)
Total email replies with a positive sentiment.
% Positive Replies
Type: Emails | Calculation: Sum(emails with positive sentiment)/Sum(emails delivered)
AKA Positive Reply Rate
Percentage of emails delivered that had at least one reply with a positive sentiment.
Progression Rate
Calculation: sum (# of opportunities that converted from the previous stage to this one and were not closed lost in the previous stage) / sum(# of open + closed won opportunities that were in the previous stage)
Percentage of deals that converted from the previous stage.
Replied
Type: Emails | Calculation: count (Replied)
The unique number of emails with a reply. Total sent emails that resulted in at least one reply.
For example, if you sent 100 emails, the maximum number Replied can only be 100.
This counts any emails replied, regardless of if they were sent from a Cadence, Lofted, or one-off emails.
% Replied
Type: Emails | Calculation: Sum(emails with replies)/Sum(emails delivered)
Percentage of delivered emails that had at least one reply.
Reply Rate. 5-7% reply rate is considered a good benchmark.
Replies
Type: Emails | Calculation: count (replies)
Total replies to sent emails.
For example, if you sent 100 emails, replies could be 200 or unlimited depending on how long the average thread is.
This doesn’t appear in any analytics reports, but it does appear everywhere else (cadence stats, emails page, templates stats, person/accounts stats)
Revenue Gen
Closed won
Revenue Per Rep
Calculation: sum(closed won amount) / sum(# sellers with closed won deals)
Average revenue for seller with closed won deals. The amount is in USD unless multi-currency is enabled (in which the corporate currency will be represented).
Scored
Type: Conversations | Calculation: Measured by the user completing a scorecard for another user. This is counted on a per/scorecard basis. E.g., if the user scores 3 users on 1 recording = 3
How many Scorecards is this user filling out?
Seniority
Type: Calls |
The seniority of the Person for whom the call was logged to.
This includes:
- Director
- Executive
- Manager
- IC
- Vice President
- Other/Unknown.
Sent
Type: Emails | Calculation: count (emails sent)
Total emails sent, which includes emails sent from a Cadence, Lofted, or one-off emails.
Cadence reports will only count emails sent from a cadence.
Shared
Type: Conversations | Calculation: Measured by the user sharing a recording, measured on a per/recording basis - e.g.,: 20 shares on 1 recording = 1
How many recordings is this user sharing?
Skipped Integration Steps
Type: Cadences | Calculation: count (skipped integration steps)
Total cadence integration steps that are skipped.
If a Person has multiple skipped steps in a Cadence, each step is counted.
% Skipped Integration Steps
Type: Cadences | Calculation: Sum (skipped integration steps)/sum(Completed integration Steps + Skipped integration Steps)
Percentage of cadence integration steps that were skipped.
Skipped Other Steps
Type: Cadences | Calculation: count (skipped other steps)
Total cadence other steps that are skipped.
If a Person has multiple skipped steps in a Cadence, each step is counted.
% Skipped Other Steps
Type: Cadences | Calculation: Sum (skipped other steps)/sum(Completed other Steps + Skipped other Steps)
Percentage of cadence other steps that were skipped.
Skipped Steps
Type: Cadences | Calculation: count (skipped steps)
Total cadence steps that are skipped. If a Person has multiple skipped steps in a Cadence, each step is counted.
% Skipped Steps
Type: Cadences | Calculation: Sum (skipped steps)/sum(Completed Steps + Skipped Steps)
Percentage of cadence steps that were skipped.
SMS Convos
Type: Activities | Calculation: Count(sms conversations)
Total number of text conversations in Salesloft Messenger started by the user.
A text conversation is defined by correspondence between 2 phone numbers (a Salesloft user and Person) within a sliding 1-hour window.
Stage 1
Calculation: count(# of opportunities that entered stage 1)
Total number of deals that entered this stage.
Stage N Progression
Calculation: sum (# of open + closed won opportunities that converted from any previous stage to this one and were not closed lost in the prior stage) / sum(# of open + closed won opportunities that were in the previous stage)
Percentage of deals that converted from the previous stage
Things to Note: this does include open deals that are currently in stage N but not closed lost.
Steps per Meeting
Type: Cadences | Calculation: sum(completed steps) / sum(meetings)
Average number of cadence steps completed it takes to book one meeting.
Steps per Opportunity
Type: Cadences | Calculation: sum(completed steps) / sum(opportunities)
Average number of cadence steps completed it takes to create one opportunity.
Success Rate
Type: Cadences | Calculation: sum(Successes) / count( Unique People with a touchpoint)
Percentage of People marked as a success in a Cadence.
Successes
Type: Activities | Calculation: count(Successes)
Total number of times the user has marked a Person as a Success (Success button on the person page).
A success is an outcome defined by your team. For cadence reports, successes are attributed to the last completed cadence step for that Person.
Successes per 1,000 Activities
Type: Activities | Calculation: sum(Successes)*1000) / sum(total Activities
Average number of success achieved over 1,000 activities.
This is a measure of how effective a user is at converting activities into success.
Talk Time %
Type: Conversations | Calculation: sum(time in seconds the user spends talking) / sum(total time in seconds every recording participant spends talking)
Average percentage of time spent in Conversations recordings that the user is talking.
% Task Adoption
Calculation: sum(tasks later completed) / sum(tasks created)
Percentage of tasks created in this period that were later completed. Note: the numerator may be different from Tasks Completed unless the tasks were created and completed in the same filtered time frame.
Tasks Assigned
Calculation: sum(tasks created)
Total number of tasks (emails, calls, integration, general, other) created for a user with a due date.
Tasks Completed
Type: Tasks | Calculation: sum(Email Tasks + Call Tasks + Other Tasks)
Total number of tasks (emails, calls, integration, general) with a due date that can only be completed in Salesloft (in-app or extension).
Things to Note: This includes steps in a cadence as well as one off tasks and tasks from Plays.
Tasks Deleted
Type: Tasks | Calculation: count (deleted tasks)
Total tasks that are skipped or deleted.
Things to Note: If a Person has multiple skipped steps in a Cadence, each step is counted as deleted.
Tasks On-Time
Type: Tasks | Calculation: count(on-time tasks)
Total tasks that were completed on or before the due date.
Tasks Overdue
Type: Tasks | Calculation: count(overdue tasks)
Total tasks that were completed after the due date.
Things to Note: A task is counted as overdue only after the task is marked completed. In progress tasks that are past the due date are not counted.
Template Id
Type: Templates
The unique identifier of the Salesloft cadence.
Template Name
Type: Templates
The name of the email template.
Template Owner
Type: Templates
The first and last name of the Salesloft user that owns the template.
Total Activities
Type: Activities | Calculation: sum(Emails Sent + Calls Logged + Other Steps + Integration Steps + SMS Convos + Other Tasks)
Total number of activities (emails, calls, integration steps, other steps, other tasks and SMS Convos) completed.
This includes steps in a cadence as well as one off activities. Also known as Total Touchpoints on accounts.
Total Comments and Notes
Type: Conversations | Calculation: Measured by the user’s total note/comment activity: e.g., 20 comments, 3 notes on 1 recording = 23
How many times is this user interacting on all recordings?
Total Conversations
Type: Conversations | Calculation: Total recordings processed (dialer+conferences +manual uploads+external audio) for the meeting owner over the filtered period of time.
Total recordings processed (dialer calls, conference calls, manual uploads, or external audio) for the meeting owner over the filtered period of time.
Total Count
Type: Calls | Calculation: count(calls logged)
Total number of calls that have been logged by the user.
Total Objections
Type: Emails | Calculation: count (Objection - Competitor + Objection - No Interest + Objection - Not the Buyer + Objection - Timing)
Total email replies with an objection sentiment (Competitor, Not Interested, Not Buyer, Timing).
% Total Objections
Type: Emails | Calculation: Sum (Email Sentiment: Objection: Competitor + Objection: Not Interested + Objection: Not Buyer + Objection: Timing) / sum( emails delivered)
Percentage of delivered emails that have at least one reply with an objection sentiment (Competitor, Not Interested, Not Buyer, Timing).
Total Recordings
Type: Conversations | Calculation: count(recordings)
Total number of non-Dialer recordings within Conversations.
This includes web recordings, but excludes manual recording uploads.
Total Viewed
Type: Conversations | Calculation: Measured by the user’s total clicks into a recording CDP page : e.g., 20 views on 1 recording = 20
How many times is this user going back into recordings?
Touchpoints
Type: Accounts/People | Calculation: sum(Emails Sent + Calls Logged + Other Steps + Integration Steps + SMS Convos + Other Tasks)
Total number of activities (emails, calls, integration steps, other steps, other tasks, and SMS Convos) completed.
Touchpoints per Account
Type: Accounts/People | Calculation: sum(Total Touchpoints) / sum(Accounts Contacted)
Average number of activities (emails, calls, integration steps, other steps, other tasks, and SMS Convos) completed per account.
Touchpoints per Engagement
Calculation: count(Touchpoints) / count(engagements)
Average number of Touchpoints needed to get an engagement.
Type
Type: Cadences
Whether the Cadence is a Personal or Team Cadence.
Type: Teams
The Salesloft team member.
Viewed
Type: Conversations | Calculation: Measured by the total number of unique recordings viewed by a user: e.g., 20 visits to 1 CDP page= 1
How many recordings is this user viewing?
Type: Emails | Calculation: count(opens)
Total views or opens of a sent email.
Type: Calls | Calculation: count (Voicemail Disposition)
Total outbound calls logged with the standard Disposition Left Voicemail.
Type: Deals | Calculation: sum(deals won) / sum(deals won + deals lost)
Percentage of closed deals that were won.
