Get the sales report

Returns sales performance for a date range: revenue and commissions from jobs created in the range,
the number of jobs, the lead win rate and average days to close, revenue by month, jobs by status
and by type (retail or insurance), the lead funnel, win rate by lead source, and a leaderboard of
sales reps.

deals_closing_soon lists up to 10 open leads, most recently updated first, and sales_reps lists
the company's sales reps so you can build a filter.

The token's role must be able to view financial reports: owner, admin, office manager, bookkeeper
or sales manager.

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Query Params
string

First day of the range, as YYYY-MM-DD. Defaults to the first day of the current month.

string

Last day of the range, as YYYY-MM-DD. Defaults to the last day of the current month.

integer

Limit the report to one sales rep's jobs and leads. Only applied for owners, admins, office managers and bookkeepers; for other roles it is ignored.

Response

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