Get turnover insights data in structured JSON format

What are Turnover Insights? Turnover Insights provides detailed revenue analysis across projects, showing income from various revenue streams over time. This helps businesses understand revenue patterns, forecast future income, and analyze which projects or revenue types contribute most to the bottom line.

What data is returned: The response includes two or three “sheets” of data in JSON format (matching the Excel export structure):

• Summary sheet: Wide format (pivot table style) with periods as rows and breakdown categories as columns. Structure varies by model and breakdown selection.
• Detailed sheet: Long format (normalized) with one row per period/project/revenue type combination. Perfect for pivot tables and further analysis.
• Forecast sheet (optional): Only included when includeTrend=true and forecast data exists. Contains 6-month revenue forecast based on subscription billing cycles and project deadlines.

Supported analysis options:

• Project selection: Analyze single project or compare multiple projects
• Date range: Auto-calculated from invoice data if not provided, or specify custom range
• Model selection:
  • COMPARISON: Compare revenue across multiple projects side-by-side
  • TOTAL: Aggregate revenue view showing combined totals
• Breakdown options (both work with COMPARISON and TOTAL):
  • byProject: In COMPARISON, each period shows one bar per project (project total for that month). In TOTAL, periods show stacked contributions by project toward the combined total.
  • byRevenueType: In COMPARISON, each project’s bar is stacked by revenue type. In TOTAL, stacked layers are revenue types on the workspace aggregate.
• Forecast option: includeTrend (only available for TOTAL model) — enables 6-month revenue forecast

Revenue types included: The analysis includes all revenue types from invoices:

• Support (hourly billing)
• Fixed Subscriptions (recurring fixed amounts)
• Variable Subscriptions (recurring variable amounts)
• Express Quotations (quick quotes)
• Products (one-time product sales)
• Components (product components)
• Manual Positions (custom invoice line items)

Important validation rules:

• includeTrend is only available for TOTAL model (forecast uses the aggregate series)
• At least one project must be selected

Forecast calculation: When includeTrend=true, the forecast sheet includes:

• 6-month forward-looking revenue projection
• Based on active subscription billing cycles
• Includes upcoming project deadlines and milestones
• Helps with cash flow planning and revenue forecasting

Use cases:

• Track revenue trends over time
• Compare revenue performance across projects
• Analyze revenue distribution by type (subscriptions vs one-time)
• Forecast future revenue based on active subscriptions
• Export to Excel for financial reporting and analysis

curl -X GET "https://leadtime.app/api/public/insights/turnover-chart?projectIds=7acff2df-a904-4323-adcc-c2f24a769bde&model=total&breakdown=byRevenueType" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

const response = await fetch("https://leadtime.app/api/public/insights/turnover-chart?projectIds=7acff2df-a904-4323-adcc-c2f24a769bde&model=total&breakdown=byRevenueType", {
  method: "GET",
  headers: {
    "Authorization": "Bearer YOUR_ACCESS_TOKEN"
  }
});

import requests

response = requests.get(
    "https://leadtime.app/api/public/insights/turnover-chart?projectIds=7acff2df-a904-4323-adcc-c2f24a769bde&model=total&breakdown=byRevenueType",
    headers={
        "Authorization": "Bearer YOUR_ACCESS_TOKEN"
    },
)

{
  "detailed": {
    "headers": [
      "Period",
      "Period Label",
      "Value",
      "Cumulative Total"
    ],
    "rows": [
      {
        "Cumulative Total": 120.5,
        "Period": "2024-01",
        "Period Label": "Jan 2024",
        "Value": 120.5
      },
      {
        "Cumulative Total": 255.7,
        "Period": "2024-02",
        "Period Label": "Feb 2024",
        "Value": 135.2
      }
    ],
    "title": {
      "main": "Project Insights: Project Name",
      "subtitle": "Jan 2024 - Dec 2024, Time Series, By User, Months, Trend"
    }
  },
  "forecast": {
    "headers": [
      "Period",
      "Period Label",
      "Value",
      "Cumulative Total"
    ],
    "rows": [
      {
        "Cumulative Total": 120.5,
        "Period": "2024-01",
        "Period Label": "Jan 2024",
        "Value": 120.5
      },
      {
        "Cumulative Total": 255.7,
        "Period": "2024-02",
        "Period Label": "Feb 2024",
        "Value": 135.2
      }
    ],
    "title": {
      "main": "Project Insights: Project Name",
      "subtitle": "Jan 2024 - Dec 2024, Time Series, By User, Months, Trend"
    }
  },
  "metadata": {
    "hasMoreData": false,
    "periodsGenerated": 12,
    "queryExecutionTime": 234,
    "totalInvoicesProcessed": 120
  },
  "summary": {
    "headers": [
      "Period",
      "Period Label",
      "Value",
      "Cumulative Total"
    ],
    "rows": [
      {
        "Cumulative Total": 120.5,
        "Period": "2024-01",
        "Period Label": "Jan 2024",
        "Value": 120.5
      },
      {
        "Cumulative Total": 255.7,
        "Period": "2024-02",
        "Period Label": "Feb 2024",
        "Value": 135.2
      }
    ],
    "title": {
      "main": "Project Insights: Project Name",
      "subtitle": "Jan 2024 - Dec 2024, Time Series, By User, Months, Trend"
    }
  }
}