Forecast
Open deals with an explainable win probability (stage probability adjusted by activity, replies, meetings, next step, close date, plan progress and signature) and the weighted forecast by close-date month, with totals per currency (never converted) and per owner (RO-367).
API key access
analytics:read scope with an API key (ro_pat_...). A signed-in session uses the caller's role./api/v1/analytics/forecastAccess token from /api/v1/auth/login, or an API key (ro_pat_..., RO-176) from /api/v1/workspaces/current/api-keys: the key implies its workspace and needs the route's scope. MCP connectors (/api/v1/mcp only) may use an OAuth access token (ro_oat_..., RO-284).
In: header
Query Parameters
Default 6
int641 <= value <= 12Only this owner's deals: a member's id or me (RO-367).
Header Parameters
Id of the workspace to act on (must be a member).
Response Body
curl -X GET "http://localhost:8000/api/v1/analytics/forecast?months=1&owner_id=string" \ -H "X-Workspace-Id: string"{
"currency": "string",
"months": [
{
"month": "string",
"deals": 0,
"value": 0.1,
"weighted": 0.1
}
],
"unscheduled": {
"deals": 0,
"value": 0.1,
"weighted": 0.1
},
"later": {
"deals": 0,
"value": 0.1,
"weighted": 0.1
},
"other_currency_deals": 0,
"currencies": [
{
"currency": "string",
"deals": 0,
"value": 0.1,
"weighted": 0.1
}
],
"owners": [
{
"owner_id": "8826ee2e-7933-4665-aef2-2393f84a0d05",
"owner_name": "string",
"deals": 0,
"currencies": [
{
"currency": "string",
"deals": 0,
"value": 0.1,
"weighted": 0.1
}
]
}
],
"owner_id": "8826ee2e-7933-4665-aef2-2393f84a0d05",
"total_value": 0.1,
"total_weighted": 0.1,
"deals": [
{
"id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
"name": "string",
"stage_name": "string",
"company_name": "string",
"value": 0,
"currency": "string",
"close_date": "2019-08-24",
"month": "string",
"stage_probability": 0,
"win_probability": 0,
"weighted_value": 0,
"factors": [
{
"label": "string",
"effect": 0
}
],
"last_activity_at": "2019-08-24T14:15:22Z",
"owner_id": "8826ee2e-7933-4665-aef2-2393f84a0d05",
"owner_name": "string"
}
],
"generated_at": "2019-08-24T14:15:22Z"
}{
"detail": [
{
"loc": [
"string"
],
"msg": "string",
"type": "string",
"input": null,
"ctx": {}
}
]
}Call Scorecards
Scorecards of recent calls from their transcripts and analysis: talk ratio, questions asked, next step set, a score out of 100 and coaching tips.
Rebuild Analytics
Queue a recomputation of this workspace's rollups for a day range from the raw events (admin+). One rebuild per workspace waits at a time: while one is queued or running, it is returned (`created: false`). AI cost metrics are not rebuilt.