# Event Analytics Reports

Published: 2026-04-02
Updated: 2026-04-02
Source: https://docs.oppy.pro/n/event-analytics-reports
Account: Oppy Inc

---

# 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.