conduyt_dashboard
Retrieves a CRM dashboard summary with pipeline deal values, recent activities, contact/deal/task counts, admin metrics, billing details, follow-up needs, and overdue tasks.
Instructions
Get a full CRM dashboard summary — pipeline stages with deal values, recent activities, contact/deal/task counts, admin metrics (overdue tasks, stale deals, unassigned items, team workload), billing summary, contacts needing follow-up, and overdue tasks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||