Sales Rep Performance

GET

/leads/opportunities/reports/sales-rep-performance

GET

/leads/opportunities/reports/sales-rep-performance

1 curl -G https://https//https/leads/opportunities/reports/sales-rep-performance \
2      -H "{{tenant_key_name}}: X-Tenant-Key" \
3      -H "Content-Type: application/json" \
4      -d date_from=2024-01-01 \
5      -d date_to=2024-03-31 \
6      -d assigned_user_id=a3f1c9d2-4b7e-4f8a-9d3e-2b5f7c6a1e9d \
7      -d lead_source_id=d9f8a7b6-c5e4-4d3f-8a1b-2c7d9e0f5a3b

200Retrieved

1 {
2   "sales_rep_performance": [
3     {
4       "user_id": "a3f1c9d2-4b7e-4f8a-9d3e-2b5f7c6a1e9d",
5       "user_name": "Jessica Turner",
6       "opportunities_assigned": 45,
7       "opportunities_won": 27,
8       "win_rate": 0.6,
9       "period_start": "2024-01-01",
10       "period_end": "2024-03-31"
11     },
12     {
13       "user_id": "b7e2d4f9-3c1a-4e8b-9f2d-5a6c7e8b9d0f",
14       "user_name": "Michael Chen",
15       "opportunities_assigned": 38,
16       "opportunities_won": 19,
17       "win_rate": 0.5,
18       "period_start": "2024-01-01",
19       "period_end": "2024-03-31"
20     }
21   ]
22 }

Opportunity activity + win rate per assigned user.

Query parameters

date_fromstringOptional

Optional: ISO-8601 date - lower bound

date_tostringOptional

Optional: ISO-8601 date - upper bound (after_or_equal:date_from)

assigned_user_idstringOptional

Optional: Assignee UUID

lead_source_idstringOptional

Optional: Lead source UUID

Response

Successful response

Headers

Query parameters

Response