Dashboard & insights

Analytics, KPIs, and module reports.

Base path:

/api/v1/{workspace_id}/dashboard/

Dashboard

GET /api/v1/{workspace_id}/dashboard/bootstrap/
GET /api/v1/{workspace_id}/dashboard/kpis/
GET /api/v1/{workspace_id}/dashboard/charts/
GET /api/v1/{workspace_id}/dashboard/top-performers/
Authorization: Bearer <token>

Endpoint	Purpose
bootstrap/	Initial dashboard payload
kpis/	Key metrics
charts/	Chart series data
top-performers/	Top team members

KPIs — response example

{
  "total_leads": 842,
  "total_events": 12,
  "total_demo_bookings": 156,
  "total_expenses": 125400.50,
  "budget_utilization_pct": 68.2,
  "period_start": "2026-01-01",
  "period_end": "2026-06-30"
}

Insights

GET  /api/v1/{workspace_id}/dashboard/insights/summary/
GET  /api/v1/{workspace_id}/dashboard/insights/series/
GET  /api/v1/{workspace_id}/dashboard/insights/breakdowns/
GET  /api/v1/{workspace_id}/dashboard/insights/events/
GET  /api/v1/{workspace_id}/dashboard/insights/members/
GET  /api/v1/{workspace_id}/dashboard/insights/activity/
POST /api/v1/{workspace_id}/dashboard/insights/export/

Supports date range and filter query parameters.

Module reports

GET /api/v1/{workspace_id}/dashboard/reports/demo-bookings/
GET /api/v1/{workspace_id}/dashboard/reports/leads/
GET /api/v1/{workspace_id}/dashboard/reports/expenses/
GET /api/v1/{workspace_id}/dashboard/reports/budgets/
GET /api/v1/{workspace_id}/dashboard/reports/events/

PDF export

GET /api/v1/{workspace_id}/dashboard/reports/demo-bookings/export/pdf/
GET /api/v1/{workspace_id}/dashboard/reports/leads/export/pdf/
GET /api/v1/{workspace_id}/dashboard/reports/expenses/export/pdf/
GET /api/v1/{workspace_id}/dashboard/reports/budgets/export/pdf/
GET /api/v1/{workspace_id}/dashboard/reports/events/export/pdf/

Returns PDF file download.