How do I get deals that were at a specific stage at a given time?

evan at March 8th, 2022 16:52 — #1

Hey there

Im doing some reporting and getting the data out via the API.
I want to count the amount of deals that were set to a specific stage in the pipeline in a given month.

How could I do this?

I can already count the amount of deals that were created in a month, and the amount of deals that were won, but I'd like to see the amount of deals that were at each stage between created and won.

Thanks in advance : )

victor at March 9th, 2022 17:36 — #2

Hi @Evan! Thanks for your question!

Probably you need to make a few requests with different stage param in this timeframe. The stage must be in range: 10, 20, 40, 60, 80.

For example:

 request#1
    https://app.onepagecrm.com/api/v3/deals?status=pending&date_filter=created_at&since=1583791521&stage=10

 request#2
    https://app.onepagecrm.com/api/v3/deals?status=pending&date_filter=created_at&since=1583791521&stage=20

   ...

Or you can fetch all deals and filter by script that you are using (PHP, javascript or whatever) .

evan at March 9th, 2022 17:52 — #3

Thanks @victor, are you saying that the created_at date changes when users change the deal to each stage?
To clarify here is an example:

'Deal A' was created in March, moved to 50% in June, 70% in July, 90% in August and Won in December.

I want to run a search via the API that shows for example, all deals that were 50% in June.

Your suggestion would not return Deal A, as it was created in March, and now at 90% and Won?
https://app.onepagecrm.com/api/v3/deals?status=pending&date_filter=created_at&since=2021-07-01&until=2021-08-01&stage=50

Thanks!

vladimir at March 15th, 2022 17:10 — #4

Hello @Evan!

At the moment our API doesn't provide historical data for deals. Our API is simply a RESTful CRUD API. So you can only fetch the deals data for the current moment (and filtered by created_at date as it was proposed by Victor) and do some calculations/aggregations in order to get what you want. In order to have historical data you will have to get such data every month, store it by your side and calculate report data yourself based on the data you fetched from our API.
The only 'historical' info we provide is the previous deal stage a deal had in the account's pipeline(s). In order to get it you should provide include_history=true parameter in your request.

As an alternative I can propose you manually generating custom report for deals in OnePageCRM, it will give you the amount of won and pending deals for the particular months. Unfortunately it won't give you the distribution of deals per stages per months, only pending vs. won deals count and their (total) amounts

I hope I could help you somehow, please feel free to ask any questions you have related to OnePageCRM, we will be glad to help you.

Thanks,
Vladimir