Event Analytics Reports

Oppy’s event system tracks everything that happens across your account — leads, messages, calendar syncs, CRM activity, deals, and more. The manage_events function gives your Account Concierge access to five real-time analytics reports that summarize this data into actionable insights.

How to Use

Ask your Account Concierge any of these:

• “Show me my lead flow report”
• “How’s our communication volume this month?”
• “Pull up engagement stats for the last 2 weeks”
• “What does CRM activity look like?”
• “Show me the deal pipeline report”

All reports default to the last 30 days with automatic comparison to the prior 30-day period. You can customize the date range by specifying dates.

Reports

1. Lead Flow

What it shows: New lead velocity — how many new leads are arriving and whether that’s trending up or down.

Event types tracked:

• peopleCreated — New person created in CRM
• contact_create — New contact created in Oppy
• fub.peopleCreated — New lead from Follow Up Boss

Includes:

• Total new leads for the period
• Comparison to prior period (% change)
• Daily new lead counts (last 14 days)
• Breakdown by source

2. Communication Volume

What it shows: How much outreach is happening across all channels — SMS, email, calls, and Oppy messages.

Event types tracked:

• textMessagesCreated — SMS messages sent
• emailsCreated — Emails sent
• callsCreated — Phone calls made
• message_delivered / message.delivered — Oppy message deliveries

Includes:

• Total communications for the period
• Comparison to prior period
• Breakdown by channel type (SMS vs Email vs Calls vs Oppy Messages) with individual % changes
• Daily volume (last 14 days)

3. Engagement

What it shows: How contacts are interacting with your outreach — email opens, clicks, and hot lead signals.

Event types tracked:

• emEventsOpened — Email opens
• emEventsClicked — Email link clicks
• emEventsUnsubscribed — Email unsubscribes
• peopleTagsCreated — CRM tag events (filtered for RETURNED, YPRIORITY, PRIORITY)

Includes:

• Email opens and clicks
• Click-to-open rate
• Unsubscribe count
• Hot lead alert count (contacts tagged RETURNED or PRIORITY)
• Daily opens trend (last 14 days)
• Prior period comparison

4. CRM Activity

What it shows: Team productivity — how much CRM activity is being logged across notes, tasks, events, calls, and appointments.

Event types tracked:

• notesCreated — Notes added to contacts
• tasksCreated — Tasks created
• eventsCreated — CRM events logged
• callsCreated — Calls logged
• appointmentsCreated — Appointments scheduled

Includes:

• Total CRM actions for the period
• Comparison to prior period
• Breakdown by activity type
• Daily activity trend (last 14 days)

5. Deal Pipeline

What it shows: Pipeline health — new deals, appointment scheduling, and cancellation rates.

Event types tracked:

• dealsCreated — New deals opened
• dealsUpdated — Deals progressed/updated
• appointmentsCreated — New appointments booked
• appointmentsUpdated — Appointments modified
• appointmentsDeleted — Appointments cancelled

Includes:

• New deals count with prior period comparison
• Deal update volume
• New appointments with prior period comparison
• Appointment cancellation count and cancel rate (%)
• Daily new deals trend (last 14 days)

Custom Date Ranges

All reports accept optional date parameters:

• Default: Last 30 days, compared to the 30 days before that
• Custom: Specify created_after and created_before in ISO8601 format

Examples:

• “Show me lead flow for March” → created_after: "2026-03-01", created_before: "2026-04-01"
• “Communication volume last 7 days” → created_after: "2026-03-26"

Performance

All reports are optimized for speed using single SQL queries with composite database indexes. Each report returns in under 600ms, even on accounts with millions of events.