dashboard_stats
Retrieves company dashboard statistics covering invoice counts, revenue, monthly trends, top clients, recent activity, and payment summaries, using predefined periods or custom dates.
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) |