Our financial team is seeking a way to report how the deal pipeline is changing from month to month. I need to create a monthly snapshot of our deal data to facilitate this reporting.
Can this be accomplished?
r2d2
December 30, 2021, 9:36pm
2
Thanks for the feedback. While we look into this, we believe that the following wiki might be useful
Sometimes, you would want to look at the history of changes that happened to a particular entity. For instance, you might be interested in knowing the stages that a deal went through along with the timestamp.
getDealUpdates
getOrganizationUpdates
getPersonUpdates
You can also make use of Recents API to list the changes happening since a particular timestamp a…
Usually /GET API endpoints allow you to obtain the necessary data pertaining to an entity(Deal/Lead/Contact/Person/etc). Sometimes, there might be a need to combine data from different endpoints (and thereby different entities). In such situations, the following can be done:
Check if the API endpoint response has related_objects property or support for associations
Leverage the search_for_related_items via the item search endpoint
Combining the data in runtime or via a custom API
API manageme…