---
title: "Get Financial Summary"
method: GET
path: "/api/admin/pipeline/financial-summary"
tags: ["admin-pipeline"]
---

# Get Financial Summary

`GET /api/admin/pipeline/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)

## Query parameters

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

## Response `200`

Successful Response

- unknown

## Other responses

- `422` — Validation Error

---

[API](https://skmtc.dev/riskcube/apis/slack-lead-manager.md) · [All operations](https://skmtc.dev/riskcube/apis/slack-lead-manager/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/riskcube/slack-lead-manager/revisions/4442bbae8296/schema)