Aggregate Deals

Aggregate deals/opportunities by group-by fields — ideal for dashboards, charts, and analytics.

Use this endpoint to build pipeline visualizations, revenue forecasts, and deal-stage funnels. Grouping by stage with aggregate_field: "value_of_sale" gives you a weighted pipeline view suitable for bar/funnel charts.

Request Body (AggregateRequest): Same as leads/aggregate.

Examples:

• Pipeline by stage: {"group_by_fields": ["stage"]}
• Pipeline value by stage: {"group_by_fields": ["stage"], "aggregate_field": "value_of_sale"}
• Deals by source: {"group_by_fields": ["marketing_source"]}