Get Projection Performance Trend

Updated on Jan 29, 2026
Published on Nov 11, 2025

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/api/v1/projections/{tabKey}/trend

Returns projection performance trend data based on tab and filter criteria

Header parameters

authtoken

string

Auth Token

Path parameters

tabKey

stringRequired

Tab identifier

Body parameters

Projection filters

Projection Filters Example

{
  "quarter": "Q1-2023",
  "includeColumns": [
    "OpportunityName",
    "Amount",
    "Stage"
  ]
}

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object

filter

object

property*

object (SelectedFilter) additionalProperties

Map of selected filters

type

string

Valid values[ "INTEGER", "LONG", "DECIMAL", "FLOAT", "DOUBLE", "BOOLEAN", "STRING", "TIMESTAMP", "DATE", "AGGREGATE", "ARRAYSTRING" ]

contains

boolean

operator

string

values

Array of string

string

permissionFilter

boolean

implicit

boolean

customFilter

boolean

children

Array of object (SelectedFilter)

object Recursive

Map of selected filters

empty

boolean

dateFilter

string

dateGroup

string

funnelView

string

funnelType

string

Type of funnel analysis

Examplesnapshot

funnelSplitBy

string

funnelQuarter

string

Quarter selection for funnel analysis

Examplequarter1

funnelComparisonType

string

Type of comparison for funnel analysis

closingTime

string

startDate

string

endDate

string

compareOn

string

Dimension to compare data on

isCustom

boolean

Flag indicating if custom date range is used

Examplefalse

funnelCorrelateBy

string

Dimension to correlate funnel data by

cohortInitialStage

string

Initial stage for cohort analysis

cohortScope

string

Scope for cohort analysis

Examplestart

overlayWith

string

snapshotAsOn

string

Date for snapshot analysis

conversionRatio

boolean

Flag to enable conversion ratio calculation

topCompositions

Array of string

List of top compositions to analyze

string

List of top compositions to analyze

segment

string

Segment for data analysis

attributionType

string

Type of attribution model

ExamplefirstTouch

selectedValues

Array of object (SelectedStage)

List of selected stage values

object

List of selected stage values

key

string

title

string

value

string

entity

string

entryStage

boolean

Flag indicating if this is an entry stage

insightStage

string

condition

string

column

string

orderBy

string

Field to order results by

trendOrderBySelect

string

Field to order trend results by

enableState

boolean

Flag to enable state filtering

Examplefalse

topX

string

Number of top records to return

Exampletop100

stage

string

state

string

Selected state for analysis

endStage

string

End stage for analysis

endState

string

End state for analysis

metrics

Array of string

string

metricGroups

Array of string

List of metric groups to analyze

string

List of metric groups to analyze

stageEntity

string

Entity type for stage analysis

sourceStageEntity

string

Source entity type for stage analysis

firstTimeCreated

boolean

dateFilterDimension

string

Dimension for date filtering

createdQuarter

Array of string

string

includeSplit

boolean

Flag to include split in results

impliedFunnel

boolean

Flag indicating if funnel is implied

Examplefalse

openAsOn

string

Date for open-as-on analysis

dateView

string

View type for date data

ExampleCREATED

cohortStartStages

Array of object (CohortStartStages)

List of start stages for cohort analysis

object

List of start stages for cohort analysis

title

string

value

string

key

string

entity

string

viewType

string

Group of metrics for view

Valid values[ "Open", "PROGRESSION_FROM_STAGE", "PROGRESSION_TO_STAGE", "PROGRESSION", "Leakage", "Generated", "DIRECT_GENERATED", "Influenced", "Regression", "Projected", "Other", "Conversion" ]

logQuery

boolean

columns

Array of string

string

cohortStartStage

string

Start stage for cohort analysis

cohortStartState

string

Start state for cohort analysis

progressedStages

object

Map of stages that have progressed

property*

Array of string additionalProperties

Map of stages that have progressed

string

Map of stages that have progressed

progressedStagesBackend

object

Backend map of stages that have progressed

property*

Array of string additionalProperties

Backend map of stages that have progressed

string

Backend map of stages that have progressed

progressedPeriod

string

Time period for progression analysis

ExamplelastYear

progressedStartDate

string

Start date for progression analysis

progressedEndDate

string

End date for progression analysis

trendStartDate

string

trendEndDate

string

metric

string

Metric for analysis

ExampleopenVolume

numRecord

integer (int32)

Number of records to return

order

string

Sort order for results

Examplehighest

analysisType

string

Type of analysis to perform

funnelStages

object

Map of funnel stages to states

property*

Array of string additionalProperties

Map of funnel stages to states

string

Map of funnel stages to states

parentTab

string

Parent tab for UI

Examplefunnel

stageProgressions

Array of object (StageProgression)

List of stage progressions

object

List of stage progressions

startStage

string

startState

string

endStage

string

endState

Array of string

string

query

string

key

string

chiSquareEnabled

boolean

Flag to enable chi-square analysis

smartFilter

object (Node)

Smart filter node for complex filtering

cohortStartDate

string

Start date for cohort analysis

cohortEndDate

string

End date for cohort analysis

stages

Array of string

string

splitValues

Array of string

string

pageCategory

string

Valid values[ "HOME_PAGE", "PIPELINE_PROJECTION", "SNAPSHOT", "COHORT", "DEMAND_GEN", "LEAD_PRIORITIZATION", "OPP_PRIORITIZATION", "ACCOUNT_PRIORITIZATION", "MULTITOUCH", "MARKETING_EFFECTIVENESS", "ATTRIBUTION_COMPARISON", "GENERATION_ATTRIBUTION", "LEAKAGE_ATTRIBUTION", "RECOMMENDATION_ANALYTICS", "CAMPAIGN_REALLOCATION", "USERS_GROUPS", "PIPELINE_HEALTH", "PIPELINE_ANALYTICS", "JOURNEY", "UFP_INSIGHT", "PIPELINE_MOVEMENTS", "FUNNEL_HEALTH", "MARKETING_PERFORMANCE", "MARKETING_MIX", "DATA_VALIDATION", "CAMP_LIFT_ANALYSIS", "RECORD_LIST" ]

quarters

Array of string

List of quarters for analysis

string

List of quarters for analysis

debugMode

boolean

summaryMetric

string

Metric for summary analysis

compareWith

string

selectionType

string

Type of selection

ExamplestagesSelected

dgeCohortRequest

boolean

Flag for demand generation cohort request

Examplefalse

includeTrends

boolean

Flag to include trends in results

exportContext

object (ExportContext)

Context for data export

viewId

string

viewName

string

page

string

requestedAt

integer (int64)

requestedAtStr

string

pageName

string

url

string

marketingSourcedQuery

boolean

Flag for marketing sourced queries

cumulativeAttainment

boolean

Flag for cumulative attainment calculation

chartView

string

View type for charts

cohortTrendAsOn

string

Date for cohort trend analysis

configId

string

ID of the configuration

secondaryStartDate

string

Secondary start date for comparison

secondaryEndDate

string

Secondary end date for comparison

secondaryMetric

string

Secondary metric for comparison

controlValue

string

Value for control group

viewTrends

string

Type of trend view

groupBy

object

Map of dimensions to group results by

property*

Array of string additionalProperties

Map of dimensions to group results by

string

Map of dimensions to group results by

accountStage

string

Stage for account analysis

accountStageValue

string

Value of account stage

entityId

string

ID of the entity

allowFutureDate

boolean

Flag to allow future dates in date ranges

recordListRequest

boolean

Flag for record list requests

recordListId

string

ID of the record list

applyLimit

boolean

Flag to apply limit to query results

Exampletrue

trendStart

string

createdTime

string

compositionSegment

string

pageCursor

object (PageCursorFilter)

cursor

integer (int32)

trendView

string

isMarketingFilter

boolean

trendCount

integer (int32)

ageDimensionId

string

dimensionId

string

topRecord

integer (int32)

currentPipelineStartDate

string

currentPipelineEndDate

string

asOn

string

riskAdjustedType

string

riskAdjustedTrend

string

features

Array of string

string

projectionTab

string

trendPeriod

string

comparisonType

string

opportunityType

string

phTrendMetrics

Array of string

string

createdYear

Array of string

string

viewProjections

string

processedPipelineView

string

honorDateFilter

boolean

quarter

string

day

integer (int32)

winrateOppsConsideration

string

Valid values[ "OPPS_LIVED_FULL_QUARTER", "OPPS_LIVED_X_DAYS_IN_QUARTER" ]

movementStage

string

Valid values[ "START", "NEW", "PULL", "PIPELINE_SKIP", "PIPELINE_INCREASE", "CLOSED_WON", "PIPELINE_DECREASE", "CLOSED_LOST", "PUSH", "CURRENT" ]

trendType

string

Valid values[ "CUMULATIVE_VALUE", "CUMULATIVE_VALUE_PERCENTAGE", "CUMULATIVE_VOLUME", "CUMULATIVE_VOLUME_PERCENTAGE", "RELATIVE_VALUE", "RELATIVE_VALUE_PERCENTAGE", "RELATIVE_VOLUME", "RELATIVE_VOLUME_PERCENTAGE" ]

stageRange

object (StageRange)

Range of stages for analysis

startStage

string

endStage

string

Responses

200

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object

result

boolean

cachedData

boolean

requestId

string

data

object

message

string

errorCode

string

errorMessage

string

metadata

object

property*

object additionalProperties

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