Dashboard

Access analytics and metrics for your CRM data. Requires the analytics scope.

GET/dashboard/metrics

Get key CRM metrics including total leads, accounts, opportunities, and revenue.

Request

curl -X GET "https://kashew.ai/api/v1/dashboard/metrics" \
  -H "Authorization: Bearer kshw_xxxxxxxx_xxxxx..."

200Response

{
  "total_leads": 142,
  "total_accounts": 38,
  "total_opportunities": 24,
  "total_revenue": 450000,
  "conversion_rate": 0.23
}

GET/dashboard/opportunities-pipeline

Get opportunities grouped by pipeline stage with total values.

Request

curl -X GET "https://kashew.ai/api/v1/dashboard/opportunities-pipeline" \
  -H "Authorization: Bearer kshw_xxxxxxxx_xxxxx..."

200Response

{
  "pipeline": [
    { "stage": "prospecting", "count": 8, "total_value": 120000 },
    { "stage": "qualification", "count": 5, "total_value": 85000 },
    { "stage": "proposal", "count": 4, "total_value": 150000 },
    { "stage": "negotiation", "count": 3, "total_value": 95000 },
    { "stage": "closed_won", "count": 4, "total_value": 200000 }
  ]
}

GET/dashboard/activity-breakdown

Get activity counts grouped by type (calls, emails, meetings, tasks).

Request

curl -X GET "https://kashew.ai/api/v1/dashboard/activity-breakdown" \
  -H "Authorization: Bearer kshw_xxxxxxxx_xxxxx..."

200Response

{
  "breakdown": [
    { "type": "Call", "count": 45 },
    { "type": "Email", "count": 120 },
    { "type": "Meeting", "count": 18 },
    { "type": "Task", "count": 32 }
  ]
}

GET/dashboard/team-revenue

Per-teammate revenue breakdown (closed won / lost) within a date range. Requires admin or manager role.

Scope: analytics

Request

curl "https://kashew.ai/api/v1/dashboard/team-revenue?startDate=2026-01-01&endDate=2026-06-30" \
  -H "Authorization: Bearer kshw_xxxxxxxx_xxxxx..."

200Response

{
  "period": { "startDate": "2026-01-01", "endDate": "2026-06-30" },
  "members": [
    {
      "userId": "uuid",
      "name": "Jane Doe",
      "email": "jane@example.com",
      "closedWon": [{ "currency": "USD", "value": 180000.00, "count": 4 }],
      "closedLost": [{ "currency": "USD", "value": 50000.00, "count": 2 }]
    }
  ]
}

GET/dashboard/team-activity-breakdown

Per-teammate activity breakdown by type within a date range. Requires admin or manager role.

Scope: analytics

Request

curl "https://kashew.ai/api/v1/dashboard/team-activity-breakdown?startDate=2026-05-01&endDate=2026-06-04&completedOnly=false" \
  -H "Authorization: Bearer kshw_xxxxxxxx_xxxxx..."

200Response

{
  "period": { "startDate": "2026-05-01", "endDate": "2026-06-04" },
  "completedOnly": false,
  "members": [
    {
      "userId": "uuid",
      "name": "Jane Doe",
      "email": "jane@example.com",
      "involved": {
        "byType": { "Call": 17, "Email": 38, "Meeting": 6, "Task": 11 },
        "total": 72
      }
    }
  ]
}