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.