Get revenue dashboard summary

GET https://api.suger.cloud/org/{orgId}/revenue/dashboard/summary

Aggregate unified revenue records across every connected channel into dashboard totals: billed, collected, and disbursed amounts, a per-channel mix, a trend series, and open alerts, all converted to one base currency. Use this for the top-level revenue overview. GetRevenueDashboardMetrics returns the recurring-revenue KPIs (ARR, MRR, waterfall) instead.

Parameters

Name	In	Type	Required	Description
`orgId`	path	string	yes	Organization ID
`startDate`	query	string	no	Earliest invoice date to include (RFC3339 or YYYY-MM-DD)
`endDate`	query	string	no	Latest invoice date to include (RFC3339 or YYYY-MM-DD); must be on or after startDate
`groupBy`	query	string	no	Trend grouping (defaults to month)
`baseCurrency`	query	string	no	ISO 4217 code the amounts are converted to (defaults to the organization's base currency)

Responses

200 — OK

Content-Type: application/json · Schema: RevenueDashboardSummaryResponse

RevenueDashboardSummaryResponse fields:

Field	Type	Required
`alerts`	RevenueDashboardAlertsSummary	no
`billingPercentOfBookings`	number	no
`byChannel`	object	no
`byLifecycleStage`	object	no
`cashCollectedCount`	integer	no
`cashPercentOfBillings`	number	no
`channelMix`	array<RevenueDashboardChannelMixRow>	no
`currency`	string	no
`deferredRevenue`	number	no
`disbursedPercentOfCollected`	number	no
`invoiceCount`	integer	no
`pendingDisbursementAmount`	number	no
`recognizedRevenue`	number	no
`recordCount`	integer	no
`totalRevenue`	number	no
`trend`	array<RevenueDashboardTrendPoint>	no
`trendTotal`	number	no
`trendTotals`	RevenueDashboardTrendTotals	no

RevenueDashboardAlertsSummary fields:

Field	Type	Required
`overdueAmount`	number	no
`overdueInvoices`	integer	no
`totalIssues`	integer	no
`unbilledDeals`	integer	no
`unmatchedPayments`	integer	no

RevenueDashboardChannelMixRow fields:

Field	Type	Required
`amount`	number	no
`channel`	string	no
`share`	number	no

RevenueDashboardTrendPoint fields:

Field	Type	Required
`billings`	number	no
`bookings`	number	no
`collected`	number	no
`disbursed`	number	no
`key`	string	no
`label`	string	no
`recognized`	number	no

RevenueDashboardTrendTotals fields:

Field	Type	Required
`billings`	number	no
`bookings`	number	no
`collected`	number	no
`disbursed`	number	no
`recognized`	number	no

400 — Invalid baseCurrency, date, or date range

Content-Type: application/json

401 — Missing or invalid access token, or the caller lacks the revenue read permission

Content-Type: application/json

500 — Failed to query the dashboard data

Content-Type: application/json

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