Dashboard Funnel

Returns conversion funnel data showing progression from total calls through to booked appointments. Includes both absolute counts at each stage and step-to-step conversion rates.

Endpoint

Property	Value
Function Name	dashboard-funnel
HTTP Method	GET
Authentication	Supabase JWT (Bearer token)

Request

Headers

Authorization: Bearer <supabase_jwt_token>
Content-Type: application/json

Query Parameters

Parameter	Type	Required	Default	Description
period	string	No	7d	today, 7d, 30d, 90d, or custom
start_date	string (ISO date)	If period=custom	--	Start date YYYY-MM-DD
end_date	string (ISO date)	If period=custom	--	End date YYYY-MM-DD
campaign_id	string (UUID)	No	--	Filter to a specific campaign
client_id	string (UUID)	No	--	Filter to a specific client

Response

Success (200)

{
  "period": { "start_date": "2026-02-10", "end_date": "2026-02-16" },
  "funnel": {
    "total_calls": 150,
    "connected": 110,
    "conversation": 85,
    "qualified": 25,
    "appointment_booked": 12
  },
  "rates": {
    "contact_rate": 73.3,                // % total -> connected
    "connected_to_conversation": 77.3,   // % connected -> conversation
    "conversation_to_qualified": 29.4,   // % conversation -> qualified
    "qualified_to_booked": 48.0,         // % qualified -> booked
    "overall_conversion": 8.0            // % total -> booked
  }
}

Funnel Stages

Total Calls (150) -> Connected (110) -> Conversation (85) -> Qualified (25) -> Booked (12)
                 73.3%            77.3%               29.4%             48.0%

Error Responses

Status	Condition
401	Missing or invalid authorization header
403	User exists but has no agency_id
405	HTTP method is not GET
500	Failed to query call_stats_daily

Behavior

• Authenticates the user via Supabase JWT and resolves their agency_id.
• Queries call_stats_daily selecting only the funnel-relevant columns: total_calls, connected_calls, conversations_had, qualified_leads, meetings_booked.
• Sums all matching rows to produce aggregate funnel counts.
• Computes step-to-step conversion rates. Division by zero returns 0.

Database Tables

Table	Operation	Description
users	Read	Fetches user profile to determine agency_id
call_stats_daily	Read	Pre-aggregated daily stats, filtered by agency/date/campaign/client

External APIs

None.

Related Functions

• Dashboard Overview -- Summary KPIs (call on same page load)
• Dashboard Timeseries -- Trend data (call on same page load)
• Dashboard Campaigns -- Per-campaign funnel comparison
• Frontend API Guide -- Page layout and endpoint mapping