How to view an inbound analytics report?

This guide shows Admin users how to access and filter the Inbound Analytics report in OP, including using time-based filters, marketing categories, and more.

User on Web [Admin Only]

Step 1: Access the Inbound Analytics Report

• Log in to your OP Admin account (Web version only).
• Click on Report from the left-hand menu.
• Select Inbound Analytics from the dropdown list.

Step 2: Apply Date Filters

At the top left of the page, use the Date Filter to customize the data view. Available options include:

• Last 30 Days – Displays data captured in the last 30 days.
• This Month – Shows only the data collected in the current calendar month.
• Choose Past Month – Allows you to select a specific past month for targeted analysis.
• By Week – Filters the report to show weekly data.
• By Month – Aggregates the data month by month.
• By Year – Summarizes the data on a yearly basis.

Step 3: Use Marketing Filters

• Use the Marketing Categories and Marketing Sources dropdowns to refine the chart data based on campaign or channel specifics.

Step 4: Interact with Charts

• Hover over the bar chart or pie chart to preview detailed data points.

• Click on any chart element to drill down into the corresponding deal data in the Deal Report view.

Step 5: Filter by Business Unit

• Use the Business Unit Filter (typically located on the right) to narrow the report results by specific business units.

Pro Tips

• Combining Marketing Source and Date Filters gives you sharper insights into campaign effectiveness.
• Clicking charts not only shows you related deals but also helps identify trends across different time frames or units.
• Use the report for quarterly reviews and marketing ROI analysis.