Real-Time Analytics Reports: Know Your Business at a Glance
Your Oppy Account Concierge just got a whole lot smarter. We've added five powerful analytics reports that give you instant visibility into what's happening across your leads, communications, engagement, CRM activity, and deal pipeline — all in real time and with no setup required.
Instead of digging through tools or waiting on manual exports, you can now ask your Account Concierge for a report and get a fast, structured answer in under a second. These reports are designed to help you understand what is happening in your business right now, compare it to prior periods automatically, and spot trends or issues early.
Five real-time reports now available
Here are the five analytics reports now built into your Oppy Account Concierge:
1. Lead Flow
See how many new leads are coming in, how lead volume is trending, and whether your top-of-funnel activity is growing or slowing down. This is the fastest way to check new lead velocity and compare the current period against the previous one.
2. Communication Volume
Get a breakdown of your outbound and inbound communication activity across SMS, email, and calls. This report helps you understand how much outreach is happening and whether activity levels are keeping pace with your pipeline.
3. Engagement
Monitor how contacts are responding. This includes signals like email opens and hot lead alerts, helping you identify where momentum is building and which conversations may need attention.
4. CRM Activity
Track operational activity inside the business, including notes, tasks, calls, and related CRM actions. This gives you a clearer view into execution and follow-through across the team.
5. Deal Pipeline
Understand movement across deals, appointments, and related trends. This report is built to help you see whether pipeline activity is healthy and whether progress is accelerating or stalling.
Built for speed and clarity
Each report runs in real time, compares current and prior periods automatically, and returns results in under one second. There is no dashboard configuration required and no special setup process. If you have an Oppy Account Concierge, the reports are ready to use.
That means you can move from a question to an answer immediately. Want to know if lead flow is up? Ask. Want to see communication activity? Ask. Want a quick pulse on engagement or CRM execution? Ask.
How to use it
Using the reports is simple. Open your Account Concierge and type a request like:
- Show me my lead flow report
- Show me my communication volume report
- Show me my engagement report
- Show me my CRM activity report
- Show me my deal pipeline report
Your Concierge will generate the report instantly and structure the output so it is easy to scan and act on.
Why this matters
Most teams have the data they need, but not the speed or simplicity required to use it consistently. These new real-time analytics reports close that gap. They make it easy for Oppy account users to get immediate visibility into business performance without leaving the conversation.
Whether you want a quick daily pulse, want to compare performance across periods, or need a fast answer before making a decision, these reports turn your Account Concierge into an on-demand analytics layer for your business.
Who this is for
These reports are available for Oppy account users and are surfaced directly through the Account Concierge experience. They are especially useful for operators, team leaders, and anyone who wants faster access to business intelligence without extra reporting overhead.
Try it now
To get started, open your Oppy Account Concierge and type: Show me my lead flow report.
You can also explore the related resources below for more detail: