Reporting API | SalesFlow CRM Docs

Endpoints behind the reports page, revenue summaries, currency rates and admin analytics.

Reports and revenue

GET/api/reports/data

The aggregated dataset behind the Reports page and its PDF export.

Auth: SessionPermission: reports:read

Query parameters

to	ISO date	Required. Exclusive end of the period.
from	ISO date	Start of the period. Leave it out for all time.
compareFrom	ISO date	Start of the comparison period; send with compareTo.
compareTo	ISO date	Exclusive end of the comparison period.
granularity	string	day, week, month or auto (the default) for the trend buckets.
tz	string	IANA time zone used to bucket by day, e.g. Asia/Kolkata. Defaults to UTC.

Returns. { kpis, pipeline, series, leads, calls, team, topOpenDeals, topWonDeals } — each metric with its comparison value. Members in restricted lead visibility get their assigned leads only.

GET/api/revenue

Revenue summary.

Auth: SessionPermission: revenue:view

Query parameters

target

number

A revenue target to compare achievement against.

GET/api/currency/rates

Exchange rates used to display values in your chosen currency.

Auth: Session

Admin analytics

These endpoints back the Admin dashboard and are available to administrators only.

GET/api/admin/stats

Organization totals.

Auth: Session — administrators only

Returns. { totalContacts, totalDeals, totalCallRecordings }

GET/api/admin/trends

Trends over time and current distributions.

Auth: Session — administrators only

Returns. { trends, dealStages, contactStatuses }

GET/api/admin/member-behaviors

Per-member activity — contacts created, deals created and calls made.

Auth: Session — administrators only

GET/api/admin/activity-stream

A live feed of recent activity across the organization.

Auth: Session — administrators only