dashboard_stats
Retrieve invoice counts, revenue totals, monthly breakdowns, top clients and products, recent activity, and payment summaries for a company over predefined or custom date ranges.
Instructions
Get comprehensive dashboard statistics for the selected company. Returns invoice counts (total, draft, issued, paid, overdue), revenue amounts (total revenue, VAT, paid, unpaid), monthly breakdown, top clients, top products, recent activity, and payment summary. Supports predefined periods (month, quarter, year) or custom date ranges.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Custom end date (YYYY-MM-DD), used instead of period | |
| from | No | Custom start date (YYYY-MM-DD), used instead of period | |
| period | No | Predefined time period for statistics | |
| companyId | No | Company UUID (overrides configured default) |