Read Quote conversion ratio series

When to use this endpoint

Compare monthly Quote creation totals with the legacy won/paid subset. Use this for the matching saved Reports dashboard chart or table; the result is chart series, not raw object records or a PDF.

res[0] is percentage, res[1] is all statuses, res[2] is the selected subset, and res[3] contains ratio strings such as "1 : 3". Months with no base rows are omitted rather than padded.

Authentication and permissions

Authenticate with signed API-key fields or a logged-in CRM session. The handler requires login and account feature bit 8192 in employer.features.

The dispatcher rejects these legacy Report routes for a user with configured TeamAccess record scope, including assigned-only/parent-manager access or a department hierarchy scope. It returns an explicit legacy-report scope error; it does not return a silently partial chart.

For an allowed unscoped request, the handler reads the authenticated tenant and adds no Reports/Quotes/Invoices page-permission check, account-manager restriction or per-object ownership check. Selecting user IDs is a chart filter, not authorization.

Parameters

Parameter	Type	Required	Description
`daysFrom`	Integer string	Yes	Start of range: relative day offset when durationType is omitted/not 1; Unix seconds when durationType=1. Must be an integer string or integer; blank and malformed values are rejected. Use an ordered, bounded range.
`daysTo`	Integer string	Yes	End of range in the same mode as daysFrom. Must be an integer; no reversed-range validation. The handler expands to the final day’s 23:59:59 unless the behavior below says otherwise.
`durationType`	Integer string	No	Defaults to 0. Exactly 1 uses Unix seconds; every other integer treats daysFrom/daysTo as offsets from the current PHP time. ISO date strings are not parsed as dates.
`userType`	Integer string	Yes	0 summary, 1 users, 2 customers, 3 asset-axis labels. Must be an integer from 0 through 3. User grouping uses user_id. Type 3 still aggregates customer_id rather than following an asset relationship.
`user`	Native array of ID strings or ["All"]	No	Defaults to ["All"]; a supplied empty list is rejected. Summary mode ignores the selection. IDs are validated as integer values before SQL. Do not JSON-encode the array.
`displayType`	Integer string	Yes	0 counts; 1 net value. Other values fall back to counts. Value aggregates are integer-converted; this is not a precise currency export.

Example request

$report = FM_api('Report_getQuotesToWonRatio', [
	'daysFrom'=>'1768003200',
	'daysTo'=>'1768003200',
	'durationType'=>'1',
	'userType'=>'0',
	'user'=>['All'],
	'displayType'=>'0',
]);

Example response

{
  "res": [
    [
      33.33
    ],
    [
      3
    ],
    [
      1
    ],
    [
      "1 : 3"
    ]
  ],
  "xLabels": [
    "Jan 2026"
  ],
  "xLabels1": []
}

The example uses Unix seconds for 2026-01-10 00:00:00 UTC. The handler expands the resulting account-local date to its documented day boundaries.

Example with three created Quotes, one won/paid, in January. Percentage and ratio are derived from those counts.

res[0] is percentage, res[1] is all statuses, res[2] is the selected subset, and res[3] contains ratio strings such as "1 : 3". Months with no base rows are omitted rather than padded.

Errors and unusual responses

Response	Condition
`{"error":"not logged in"}`	No authenticated tenant context is available. Invalid signed credentials can be rejected by the dispatcher before the handler runs.
`{"error":"This legacy report does not support your configured record scope. Use the scoped Contracts reports or table exports."}`	The dispatcher detects configured TeamAccess record scope. This applies before the handler’s own checks.
`{"error":"no permission to access api"}`	Account reporting feature bit 8192 is absent.
`{"error":"missing parameter: daysFrom"}`	daysFrom omitted or null. Present blank scalars and malformed list controls return an invalid-parameter error instead. Required lists must be native arrays.
`{"error":"missing parameter: daysTo"}`	daysTo omitted or null. Present blank scalars and malformed list controls return an invalid-parameter error instead. Required lists must be native arrays.
`{"error":"missing parameter: userType"}`	userType omitted or null. Present blank scalars and malformed list controls return an invalid-parameter error instead. Required lists must be native arrays.
`{"error":"missing parameter: displayType"}`	displayType omitted or null. Present blank scalars and malformed list controls return an invalid-parameter error instead. Required lists must be native arrays.
`{"error":"invalid parameter: daysFrom"}`	A supplied numeric control is malformed, a list has the wrong shape or an unsupported token, or frequency/userType is outside 0–3. The message names the invalid control; validation occurs before chart SQL.

Legacy application errors may be returned with HTTP 200. Check the decoded response for error, not only the HTTP status.

Behaviour and edge cases

List controls must be native lists of strings or integers. Encoded JSON strings, nested/object-keyed arrays and nonnumeric IDs are rejected before SQL. Only the documented All, Opportunity and composite legend tokens are accepted. Empty user/status/leadSource lists are invalid; empty legends are accepted only on the status-series reports, MarketingExpense and SalesPerLeadSource.
Both base and subset filter cdate inclusively and group by creation month. frequency and legend do not alter the query; the endpoint always returns four series.
The subset uses status IN (1,2). Won and paid Quotes both count as converted; won_date is not used.
displayType=0 uses counts; displayType=1 uses integer-converted total_net sums. Percentage is round(subset / all * 100,2) when all is positive, else zero.
Ratio is "1 : " plus round(all/subset,2) when the integer subset is positive. A zero subset with base rows yields "1 : 0"; prefilled entity/month cells with no base rows retain "0 : 0".
Summary userType=0 ignores the user selection. Individual mode joins user_id to users for type 1, customer_id to customers for type 2, or customer_id to assets for type 3.
Individual series group by entity name rather than ID. Duplicate names collapse into one SQL group while the axis can contain repeated labels. These joins and entity selectors do not filter inactive/deleted entities.
Only months present in the base query appear. Name sorting establishes entity order within a month, but ordering of SQL month groups uses non-grouped cdate and has no tie-break guarantee.
There is no pagination, row limit or result checkpoint. Keep the date range and entity selection bounded; label helpers expand every selected period/entity combination.
The underlying aggregate queries do not exclude deleted source objects. Related label/source queries also have no general active/deleted filter. Totals can differ from active-record lists; no deletion behavior is changed by this documentation.
PHP date conversion uses the account timezone setting (missing/null falls back to Europe/Dublin; blank means UTC). SQL date/Unix functions use the database session timezone; alignment is not enforced by this handler. Date endpoints are expanded to whole local days, not retained at the supplied time of day.
Amounts are aggregate reporting numbers without currency codes or decimal preservation. Do not treat them as an invoice/quote ledger export.
No direct mobile-app or m-service caller was found for this route. Browser report definitions are separate from the newer Report_getData template contract.

Side effects

Reads report data only. No record, audit, status, notification, mail, report-cache or schema writes occur. Date helpers temporarily change PHP timezone on paths noted above.

See it in Fieldmotion

CRM1

Open Reports dashboard, add or preview the Quote To Won Ratio report, set its filters, and inspect Network for Report_getQuotesToWonRatio. pageReportDashboard.js builds Report_get plus the saved api name and expands All selectors using reportDashboard/Constant.js; chart presentation options and labels are client-side.

CRM2

Open the saved Reports dashboard report using api=QuotesToWonRatio, change or preview its filters, and inspect Report_getQuotesToWonRatio. lib/displayReport.js builds this route dynamically from the saved definition, expands supported All selectors, and renders the returned series. The newer widgetReport.js instead calls Report_getData with a report template; its payload is a different contract.

Related endpoints

Report_getOpportunityQuoteWonFunnel — Compare unquoted opportunities, non-won Quotes and won/paid Quotes created during one reporting range.
Report_getQuotesStatusUser — Compare selected Quote statuses and an optional overall series across report periods and selected owners or customers.
Report_getInvoicesStatusUser — Compare selected Invoice statuses and an optional overall series across report periods and selected owners or customers.