reports_sales_analysis
Generate a sales analysis report for a date range, returning KPI summaries, monthly revenue trends, invoice details, top clients, and top products to help you evaluate business performance.
Instructions
Generate a sales analysis report for a date range. Returns KPI summary (annual total, invoiced, collected, outstanding), monthly revenue trends, recent invoices, top clients, and top products. Requires X-Company header (companyId param or STORNO_COMPANY_ID env var).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dateTo | Yes | End date in YYYY-MM-DD format (e.g. 2026-02-26) | |
| dateFrom | Yes | Start date in YYYY-MM-DD format (e.g. 2026-01-01) | |
| companyId | No | Company UUID (overrides STORNO_COMPANY_ID env var) |