This endpoint contains both budgets and deals.
When creating a new record, a budget or deal will be created based on the budget attribute in the request.
If the request does not contain the budget attribute or has budget: false the new record will be a deal.
If the request has budget: true the new record will be a budget.
For more details on how to work with custom fields please refer to Working with custom fields guide.
The person whose access permissions are used to scope the deals returned in this response.
Whether the current user has permission to view this deal's financial details.
Actual average billing rate across services on this deal.
Total credit notes issued against this deal (budget currency).
Total credit notes issued against this deal (organization default currency).
Total credit notes issued against this deal (normalized currency).
The approval policy governing this deal.
ID of the approval policy assigned to this deal.
The automatic invoicing rule configured for this deal, if any.
Total billable hours across all services on this deal.
Whether this deal is a production budget (true) or a sales deal (false).
Total budgeted hours across all services.
Remaining budget (budget total minus budget used).
Whether budgets appear first in pipeline ordering.
Budget health status based on consumption vs. warning threshold.
1
2
Total budget amount across all services (budget currency).
Total budget amount across all services (organization default currency).
Total budget amount across all services (normalized currency).
Percentage of budget consumed so far.
Amount of budget consumed so far (budget currency).
Amount of budget consumed so far (organization default currency).
Amount of budget consumed so far (normalized currency).
Budget consumption percentage that triggers a warning.
Whether client contacts can view this deal's details.
Timestamp when the deal was closed.
Color used for visual identification in pipeline views.
The client company this deal is for.
ID of the client company.
Name of the client company.
Integration connection status (for Productive Connect).
The client contact person for this deal.
ID of the client contact person.
Name of the client contact person.
The retainer contract that generated this deal, if applicable.
ID of the retainer contract, if applicable.
Total costs including labor and expenses (budget currency).
Total costs including labor and expenses (organization default currency).
Total costs including labor and expenses (normalized currency).
When the deal was created.
The person who created this deal.
ID of the person who created this deal.
Name of the person who created this deal.
Total amount credited against this deal.
Deal currency code (budget currency).
Organization default currency code.
Normalized currency code.
Files uploaded to file-type custom fields.
People referenced in person-type custom fields.
Custom field values set on this deal.
Start date of the deal.
Number of days this deal has been in its current pipeline stage.
Number of days since this deal was created.
Number of days since the last activity was recorded on this deal.
Unique number identifying the deal within the organization.
Whether sales deals appear first in pipeline ordering.
Current pipeline stage of this deal.
ID of the current pipeline stage.
Whether this is a one-off deal or a retainer.
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2
The configured deal value in the deal's currency, in cents.
The deal value per retainer period in the deal's currency.
The deal value per retainer period in the organization's default currency.
The deal value per retainer period normalized to the deal's currency.
The source used to determine the deal value (e.g., from services or manually set).
from_services
manual
The total deal value across all retainer periods in the deal's currency.
The total deal value across all retainer periods in the organization's default currency.
The total deal value across all retainer periods normalized to the deal's currency.
Soft-deletion timestamp.
Date when the deal was marked as delivered.
The person designated as the approver for this deal, as determined by the approval policy.
ID of the person designated as the approver for this deal.
Whether to cancel future bookings when the deal is closed.
Default discount percentage applied to services on this deal.
The PDF template used for deal documents.
ID of the PDF template for deal documents.
Amount on draft (unsent) invoices (budget currency).
Amount on draft (unsent) invoices (organization default currency).
Amount on draft (unsent) invoices (normalized currency).
Rich text editor configuration for deal notes.
Unique key for creating comments on this deal via email.
End date of the deal.
Estimated total cost based on planned services.
Estimated remaining time to complete the deal.
Total estimated hours across all services.
Date used for the exchange rate calculation.
Exchange rate from deal currency to organization default currency.
Total expense costs on this deal (budget currency).
Whether expenses on this deal require approval.
The approval workflow for expenses.
Total expense costs on this deal (organization default currency).
Total expense costs on this deal (normalized currency).
Whether expenses on this deal are billable to the client.
ID in an external integrated system.
Whether this deal syncs with an external system.
Deal document footer text.
Deal footer with template variables resolved.
Forecasted total billable time based on bookings.
Forecasted budget consumption percentage.
Forecasted budget used based on current trajectory.
Forecasted total cost based on bookings and actuals.
Forecasted profit margin based on current trajectory.
Forecasted profit based on current trajectory.
Forecasted revenue based on bookings and actuals.
Forecasted time usage as a percentage of budgeted time.
Full-text search query applied to this deal.
Total future booked time on this deal.
Forecasted budget used including future bookings.
Total future cost based on upcoming bookings.
Total future revenue from upcoming bookings.
Approximate date range for the deal (fuzzy).
People loosely associated with this deal.
The unique identifier of this deal.
Total amount already invoiced (budget currency).
Total amount already invoiced (organization default currency).
Total amount already invoiced (normalized currency).
Percentage of revenue already invoiced.
Average billing rate at which revenue was invoiced.
The invoice template associated with this deal, used as the default when generating invoices.
Quick search query applied to this deal.
Timestamp of the most recent change on this deal.
Timestamp when the deal was marked as lost.
Notes explaining why the deal was lost.
Date when the deal was marked as lost.
The reason this deal was lost, if applicable.
ID of the lost reason.
How many minutes equal one man-day for this deal (for man-day billing).
Manual invoicing reason note.
Manual invoicing tracking status label.
Manual invoicing tracking status.
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2
Amount marked as manually invoiced outside Productive (budget currency).
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2
Amount marked as manually invoiced outside Productive (organization default currency).
Amount marked as manually invoiced outside Productive (normalized currency).
Descriptive name for the deal.
Whether the deal requires closing action.
Whether the deal has uninvoiced services.
Date when the next retainer occurrence is generated.
The next upcoming to-do item on this deal.
Internal deal notes (rich text).
Deal note with template variables resolved.
Short numeric identifier (alias for deal_number).
Total open (untracked) hours on this deal.
The organization this deal belongs to.
The original deal if this was duplicated or generated.
ID of the original deal if duplicated or generated from a contract.
ID of the parent company of the client linked to this deal, used for hierarchical company filtering.
Amount ready to invoice but not yet invoiced (budget currency).
Amount ready to invoice but not yet invoiced (organization default currency).
Amount ready to invoice but not yet invoiced (normalized currency).
The sales or production pipeline this deal belongs to.
ID of the pipeline this deal belongs to.
Sort position within the pipeline stage.
ID of the previous pipeline stage before the last transition.
ID of the previous or current pipeline stage.
The probability value before the last status change.
The primary contact person for the company linked to this deal.
Likelihood of winning (0-100%). 100% for won deals, 0% for lost deals.
Revenue minus costs (budget currency).
Revenue minus costs (organization default currency).
Profit as a percentage of revenue, in budget currency.
Profit margin in organization default currency.
Profit margin in normalized currency.
Revenue minus costs (normalized currency).
The project linked to this deal.
Expected revenue = budget total * probability (budget currency).
Expected revenue = budget total * probability (organization default currency).
Expected revenue = budget total * probability (normalized currency).
ID of the project linked to this deal.
Name of the project linked to this deal.
Type of project linked to this deal.
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2
The PDF template used for proposals.
ID of the PDF template used for proposals.
Proposal document footer text.
Proposal footer with template variables resolved.
Notes included in proposals sent to clients.
Proposal note with template variables resolved.
Client-provided purchase order number for invoicing reference.
Quick search query applied to this deal.
Whether this deal is a recurring retainer.
Date when the retainer contract ends.
ID of the recurring interval for retainer deals.
3
2
1
6
5
4
Date when the retainer contract starts.
The deal owner / project manager.
ID of the deal owner / project manager.
Name of the deal owner / project manager.
Determines how the deal value is calculated for retainer deals (e.g., per period or total).
total
per_interval
The billing interval of this retainer deal (e.g., monthly, quarterly).
week
two_weeks
month
quarter
half_year
year
The number of interval units per retainer period (e.g., 3 for quarterly when interval is monthly).
Total revenue from services (budget currency).
Total revenue from services (organization default currency).
Method for distributing revenue recognition across periods.
percentage
amount
How revenue is distributed across services.
default
even
custom
Total revenue from services (normalized currency).
Time rounding interval for billable time (e.g. 15 minutes).
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2
3
How billable time is rounded (up, down, nearest).
1
2
3
4
Timestamp when the deal was won or lost.
Date when the deal was won or lost.
ID of the sales status (open/won/lost).
1
2
3
4
Timestamp when the deal status (open/won/lost) last changed.
Whether this is sample/demo data.
Revenue from services only, excluding adjustments (budget currency).
Revenue from services only, excluding adjustments (organization default currency).
Revenue from services only, excluding adjustments (normalized currency).
Whether time tracking is restricted to specific service types.
Current pipeline stage status label.
ID of the current pipeline stage status.
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2
3
4
Timestamp when the deal last moved to a new pipeline stage.
Deal lifecycle status (open/won/lost/delivered).
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2
ID of the deal lifecycle status.
ID of the subscriber of this deal.
IDs of people subscribed to this deal.
The billing subsidiary for this deal.
ID of the billing subsidiary for this deal.
Optional suffix appended to the deal number for display.
Tags applied to this deal.
Tags applied to this deal.
Default tax rate applied to this deal's invoices.
ID of the default tax rate.
The deal template this was created from, if applicable.
Whether time entries on this deal require approval before they count.
The approval workflow for time entries.
Number of days between date opened and date closed.
Total number of to-do items on the deal.
Due date of the next to-do item.
How time is tracked on this deal's services.
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2
3
The type of this resource (always deal).
1
2
Total unapproved time entries on this deal.
Whether all expenses must be invoiced before the deal can be closed.
Timestamp when the deal was won.
Date when the deal was won.
Total labor costs on this deal.
Total hours tracked by team members on this deal.