Insights

Insights provide analytics dashboards for your CRM data — contact growth, activity trends, project revenue, and more. Query by date range with automatic period-over-period comparison.

Get insights overview with summary and trends

Endpoint: insights-overview

Field	Type	Required	Description
start_date	string	Yes	Start of the date range in ISO 8601 (YYYY-MM-DD) format (required)
end_date	string	Yes	End of the date range in ISO 8601 (YYYY-MM-DD) format, inclusive (required)
compare_start_date	string	No	Start of an optional comparison date range in ISO 8601 (YYYY-MM-DD) format; provide with compare_end_date to include comparison data
compare_end_date	string	No	End of an optional comparison date range in ISO 8601 (YYYY-MM-DD) format, inclusive

curl -X POST https://api.driftwoodapp.com/api/insights-overview \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"start_date": "...", "end_date": "..."}'

Get project insights with summary and breakdowns

Endpoint: insights-projects

Field	Type	Required	Description
start_date	string	Yes	Start of the date range in ISO 8601 (YYYY-MM-DD) format (required)
end_date	string	Yes	End of the date range in ISO 8601 (YYYY-MM-DD) format, inclusive (required)
compare_start_date	string	No	Start of an optional comparison date range in ISO 8601 (YYYY-MM-DD) format; provide with compare_end_date to include comparison data
compare_end_date	string	No	End of an optional comparison date range in ISO 8601 (YYYY-MM-DD) format, inclusive

curl -X POST https://api.driftwoodapp.com/api/insights-projects \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"start_date": "...", "end_date": "..."}'

Error Codes

Code	Description
insights.dates_required	Dates required
insights.invalid_start_date	Invalid start date
insights.invalid_end_date	Invalid end date
insights.invalid_compare_start_date	Invalid compare start date
insights.invalid_compare_end_date	Invalid compare end date