Home/CRM/Reports

Reports

Retrieve sales reports including pipeline forecasts, revenue projections, and stage distribution.

Endpoints

GET	/api/v1/crm/reports/pipeline-summary	Get pipeline summary
GET	/api/v1/crm/reports/forecast	Get revenue forecast
GET	/api/v1/crm/reports/owner-performance	Get performance by owner

GET/api/v1/crm/reports/pipeline-summary

Get pipeline summary

Returns deal count and total amount distribution by stage. Used to get an overview of the sales pipeline.

Authentication required— Include session cookie or Bearer token

Query Parameters

Name	Type	Required	Description
pipeline_id	string	Optional	Filter by pipeline ID

Response Fields

Name	Type	Required	Description
	PipelineSummaryRow[]	Optional	Array of per-stage summary rows

Code Examples

curl "https://api.blueai.jp/api/v1/crm/reports/pipeline-summary" \
  -H "Cookie: better-auth.session_token=<token>"

Response Example

{
  "data": [
    {
      "stage": "lead",
      "deal_count": 15,
      "total_amount": 4500000
    },
    {
      "stage": "qualification",
      "deal_count": 8,
      "total_amount": 3200000
    },
    {
      "stage": "proposal",
      "deal_count": 5,
      "total_amount": 6000000
    },
    {
      "stage": "negotiation",
      "deal_count": 3,
      "total_amount": 4800000
    },
    {
      "stage": "closed_won",
      "deal_count": 10,
      "total_amount": 12000000
    },
    {
      "stage": "closed_lost",
      "deal_count": 4,
      "total_amount": 1600000
    }
  ]
}

GET/api/v1/crm/reports/forecast

Get revenue forecast

Returns monthly revenue forecast based on expected close dates. Aggregates deal count and forecast amount by month within the specified period.

Authentication required— Include session cookie or Bearer token

Query Parameters

Name	Type	Required	Description
from	string	Optional	Start month (YYYY-MM, required)
to	string	Optional	End month (YYYY-MM, required)

Response Fields

Name	Type	Required	Description
	ForecastRow[]	Optional	Array of monthly forecast rows

Code Examples

curl "https://api.blueai.jp/api/v1/crm/reports/forecast" \
  -H "Cookie: better-auth.session_token=<token>"

Response Example

{
  "data": [
    {
      "month": "2026-01",
      "deal_count": 3,
      "total_amount": 3600000
    },
    {
      "month": "2026-02",
      "deal_count": 5,
      "total_amount": 5800000
    },
    {
      "month": "2026-03",
      "deal_count": 7,
      "total_amount": 8400000
    }
  ]
}

GET/api/v1/crm/reports/owner-performance

Get performance by owner

Returns deal count, won count, win rate, and revenue by owner. Used for team performance analysis.

Authentication required— Include session cookie or Bearer token

Response Fields

Name	Type	Required	Description
	OwnerPerformanceRow[]	Optional	Array of per-owner performance rows

Code Examples

curl "https://api.blueai.jp/api/v1/crm/reports/owner-performance" \
  -H "Cookie: better-auth.session_token=<token>"

Response Example

{
  "data": [
    {
      "assigned_member_id": "usr_99999999999999999999999999999999",
      "assigned_member_name": "山田太郎",
      "deal_count": 12,
      "won_count": 5,
      "total_amount": 9600000,
      "won_amount": 6000000
    },
    {
      "assigned_member_id": "usr_88888888888888888888888888888888",
      "assigned_member_name": "佐藤花子",
      "deal_count": 8,
      "won_count": 3,
      "total_amount": 7200000,
      "won_amount": 4500000
    },
    {
      "assigned_member_id": null,
      "assigned_member_name": null,
      "deal_count": 3,
      "won_count": 0,
      "total_amount": 900000,
      "won_amount": 0
    }
  ]
}