Get Dashboard
get_dashboardRetrieve a CRM dashboard summary with customer counts, overdue tasks, recent interactions, and upcoming tasks within a configurable 7 to 30-day window.
Instructions
Get a CRM dashboard summary: total customers by type and phase, overdue tasks, recent interactions, and upcoming tasks within a 7/14/30-day window. Response includes a render field with tiered rendering guidance - check it before composing your reply.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Window for upcoming tasks in days (7, 14, or 30). Defaults to 7. | |
| timezone | No | IANA timezone string (e.g. 'America/New_York'). Used for timezone-aware date calculations. |