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, team activity, and deal pipeline — all available with a simple ask.

No dashboards to configure. No spreadsheets to export. Just ask your concierge and get the answers in seconds.

What’s New

Your Account Concierge can now pull real-time analytics reports from your event stream. Every action in your account — new leads, messages sent, emails opened, deals created — is tracked as an event. These reports aggregate that data into clear, actionable summaries with trend analysis built in.

Every report automatically compares your current period to the prior period, so you always know if things are trending up or down.

The Five Reports

1. Lead Flow

See exactly how many new leads are coming in and whether your pipeline is growing or shrinking.

• New CRM contacts
• New Oppy contacts
• Integration syncs

You’ll see total new leads, daily trend, source breakdown, and period-over-period change.

2. Communication Volume

Get a full breakdown of outreach across every channel.

• SMS
• Email
• Calls
• Oppy Messages

You’ll see total communications, per-channel breakdowns, and daily volume trend.

3. Engagement

Understand how your contacts are responding to outreach.

• Email opens
• Link clicks
• Click-to-open rate
• Hot lead alerts
• Unsubscribes

You’ll see engagement metrics, hot lead signals, and prior-period comparison.

4. CRM Activity

Monitor team productivity at a glance.

• Notes
• Tasks
• Events
• Calls
• Appointments

You’ll see total CRM actions, breakdown by type, and daily trend.

5. Deal Pipeline

Track pipeline health and appointment conversion.

• New deals
• Deal updates
• New appointments
• Appointment updates
• Cancel rate

You’ll see deal and appointment volumes, cancellation rate, and daily new deals trend.

Custom Date Ranges

All reports default to the last 30 days and compare automatically to the prior period. You can also ask for custom windows like March, the last 7 days, or since January 1.

Performance

All reports are optimized for speed using single SQL queries with composite database indexes. Each report returns in under a second, even on accounts with millions of events.

Get Started

These reports are available right now in your Account Concierge. Open the concierge chat and ask for any report by name. No setup required.