Clients dashboard
The client overview over a range: calls, show rate, wins, close rate, the weekly trend and where deals come from, plus projects by health and follow-ups due.
GET/api/v1/clients/dashboard
Parameters
Query
| Name | In | Description |
|---|---|---|
from | query | YYYY-MM-DD, or all for all time; 30 days before to by default. |
to | query | YYYY-MM-DD; today by default. |
Example
curl
curl -X GET "https://crm.ashwanth.dev/api/v1/clients/dashboard" \
-H "Authorization: Bearer $SALES_ENGINE_API_KEY"CLI
sales-engine clients dashboardResponse
A 200 with the result under data, on creation too. Errors come back as an error object with a stable code; see Errors.
Shape
{
"data": { ... }
}Run it below to see the live shape for your workspace.
Try it
Runs against this server, as the workspace behind the key. Kept in this page while you browse the docs, gone on reload, never stored. Signed in to the app? Leave it blank and the call runs as you.
Query
YYYY-MM-DD, or all for all time; 30 days before to by default.
YYYY-MM-DD; today by default.
Request
GET /api/v1/clients/dashboard