Get Plan Summary

get

https://api.scalepad.com/lifecycle-manager/v1/plan/dashboard

Get account- or client-scoped Plan aggregates: goal status breakdown, initiative status counts, and budget forecast by quarter.

Recent Requests

Time	Status	User Agent
Retrieving recent requests…

Loading…

Query Params

filter[client_id]

string

^(eq):.+$

Optional encoded client identifier. When omitted, the summary is calculated for the authenticated account.

filter[assigned_user_id]

string

^(eq|in):.+$

Narrows the summary to clients assigned to any supplied user. Use eq: for one user or in: for multiple users.

filter[created_at]

string

^(eq|gt|gte|lt|lte):.+$

Optional creation-date window. Repeat the parameter to bound each side with the
standardized operators: gte: for the inclusive lower bound and lte:
for the inclusive upper bound, each an ISO 8601 UTC instant. The budget forecast
derives its quarter window from this range.

include_budget

boolean

Include the legacy embedded budget forecast. Defaults to true for compatibility;
consumers that call the Budget Summary resource separately can set this to false.

Responses

200OK

400Bad Request

402Payment Required

403Forbidden

404Not Found