Define and expose APIs/data for dashboard metrics

Objective

  • Define and ship APIs (or server aggregations) that expose the metrics the client-care dashboard needs: quotes, inspections, confirmed jobs, creators, per instance/brand, close rate, upsell rate, umbrella resolution, etc.

Background

  • Prerequisite written spec: ATT-1095 must be complete first.
  • Umbrella mapping must align with ATT-1096.
  • Refresh cadence for materialized/cached aggregates is TBD.

Scope

Backend

  • Existing dashboard endpoints in attik-backend/src/routes/dashboard.ts (GET /revenue, GET /quotes, etc.) are reference implementations for date-bounded queries. Extend or add routes dedicated to client-care metrics per ATT-1095 rules:
  • Close rate numerator/denominator, exclusions, attribution by quote creator.
  • Upsell rate using add-on business segments.
  • Umbrella categories resolved to service IDs for aggregation.
  • Secondary: cancel-rate style metrics (non-blocking for close-rate denominator).

Frontend

  • Consumed by ATT-1030 once contracts stabilize.

References

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Upvoters
Status

Completed

Board
🏠

Main App

Date

3 months ago

Author

Linear

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