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GET /v1/crm/performance

GET/v1/crm/performance
scope: crm.read 0 credits

The client portal's Performance page for the key's client: what works, exactly as the agency shares it in the portal. When the agency has not switched Performance on for this client, the answer is { "enabled": false, "message": "…" }.

  • results: real replies, positive, meetings, deals and deal value. Emails sent, new prospects and reply rates only when the agency shares sending volume.
  • campaigns (when the agency shares the campaign drill-down) and campaign_segments (market, role, size, sector … as labelled by the agency), each with reply_index: real replies per prospect compared with the client's own average over all campaigns (1.0 = average). It is the fairest way to compare campaigns or segments.
  • lead_segments: industry and the agency's own named lead fields (e.g. "Current email provider"), counted over the leads who replied: shares of the known replies, never a reply rate.
  • what_leads_say: why leads reply (wants a call, more information, price, fit) and why not yet (already has a solution, not now, no need, no budget, not the right person, asks to stop), from each lead's first real reply.

Counts are leads: each lead once, on its first real reply (no out-of-office, no spam). A rate below the minimum sample (50 prospects; 20 replies for lead segments) is left out and listed in too_little_data. Read-only.

Query​

Parameter
fromoptionalYYYY-MM-DD, together with to
tooptionalYYYY-MM-DD, together with from; at most 366 days. Both left out = all time

Response 200​

{
  "enabled": true,
  "period": { "from": null, "to": null, "all_time": true, "time_zone": "Europe/Amsterdam" },
  "results": { "replies": 120, "positive": 30, "positive_rate": 25.0, "meetings": 12, "deals": 3, "deal_value": { "EUR": 18000 } },
  "campaigns": [ { "name": "NL SaaS founders", "status": "active", "replies": 24, "positive": 8, "reply_index": 1.6 } ],
  "lead_segments": { "Industry": { "known_for_replies": 100, "not_known_replies": 20, "rows": [ { "name": "Software & SaaS", "replies": 40, "share_of_known": 40.0, "positive": 14, "meetings": 6, "deals": 2 } ] } },
  "what_leads_say": { "replies": 120, "read": 118,
    "why_they_reply": [ { "theme": "Wants a call or demo", "count": 14, "pct": 12 } ],
    "why_not_yet": [ { "theme": "Already has a solution", "count": 31, "pct": 26 } ] },
  "notes": [ "…" ]
}

Errors: 400 invalid_period, 401 (key), 403 scope_denied / scope_requires_client / feature_not_enabled. In the MCP server this is the tool get_performance.