Performance, pipeline & forecast

Performance (Dashboard)

The web Dashboard figures: period, four indicators (T.rate visit efficiency — within window days after the visit a new opportunity, stage advance, trial, quote or order at the same company —, T.hit hit rate, T.won_amt won and T.quota_pct share of quota, T.close_avg average days to close), visit statuses (statuses: ok · wait · fup · first · none, with colours), the visit-to-win flow (flow; pct relative to the previous step), reps (reps), monthly visit outcomes (chart) and this week (week). Sales users get only their own figures (owner is ignored).

GET/api/v1/performance

Authorization

Authorizationheaderrequired
Bearer token: API key (sk_…), OAuth access token (mcp_…) or mobile session (xk_…).
Scope: crm.read

Query parameters

pstringoptionaldefault: 90
Period.
Values3090mqy
ownerintegeroptional
Only this rep (admins).

Errors

HTTPerrorMeaning
404not_foundRecord not found.
Request
curl https://ornek.solk.app/api/v1/performance \
  -H "Authorization: Bearer $SOLK_API_KEY"
Response