RIriskcube
admin-pipeline

Get Financial Summary

Executive financial summary for the pipeline PDF export.

Returns:

  • quoteToBind: distinct-lead quote→bind conversion (bind+active as placed)
  • premiumPlaced: total base premium in Binding + Active
  • weightedPipeline: expected value of pre-binding opportunities
  • topCustomers: top 3 companies by realized revenue
  • cumulativeGwp: month-by-month cumulative written premium
  • forecastBar: [current placed GWP, placed GWP + weighted forecast]
  • probabilities / assumptions used (for transparency in the report)
get/api/admin/pipeline/financial-summary

Request

  • Base URL
    https://api.riskcube.com (the document declares no server; this is the origin it was published from)
  • URL
    https://api.riskcube.com/api/admin/pipeline/financial-summary
  • Auth
    none declared

Query parameters

exclude_leadsstring

Comma-separated lead_ids to exclude from all calculations (e.g. non-responsive leads). Merged with the built-in default exclusion list.

Response

Successful Response

unknown required

Changes

No recorded changes to this operation across all 15 revisions of this API.