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Insights

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Frappe Insights

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Imagine making smarter data-driven decisions at a fraction of the cost – Insights is an easy-to-use, open-source business intelligence tool designed to help businesses make the most of their data. It enables you to connect data across multiple sources, analyze them, and derive valuable insights to make informed decisions for faster growth and increased operational efficiency.

Imagine making smarter data-driven decisions at a fraction of the cost – Insights is an easy-to-use, open-source business intelligence tool designed to help businesses make the most of their data. It enables you to connect data across multiple sources, analyse them, and derive valuable insights to make informed decisions for faster growth and increased operational efficiency.

Connect to multiple sources

One of the major reasons organisations struggle to make better data-driven decisions is scattered data. It becomes a challenge for business analysts to get data into a single system, let alone analyse it. Insights makes connecting your various data sources a breeze.

You can integrate data from multiple spreadsheets and databases, merge your datasets, and create calculated columns to prepare your data for analysis. Getting all your data into one place helps you analyse interconnected data and allows you to create a reusable model, saving everyone time and effort.

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Build complex queries with ease

Data is only useful when you can extract meaningful insights from it. Insights simplifies this for all users through its intuitive query builder. You can filter your data to focus on what matters, pick the details you need by choosing specific columns, and summarize your data with built-in functions or custom formulas.

Furthermore, you can combine information from different sources for a complete business picture using joins, and make sense of it all with pivot tables for better data summarisation. You don't necessarily need to do heavy coding to build simple queries on Insights as it lets you perform complex analysis with just a few core concepts, building reusable reports that update automatically, saving you valuable time and effort.

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Analyse with insightful charts

One of the best ways to comprehend data is via charts and graphs, and Insights enables that through its powerful visualisation feature. However, picking the right chart to represent your data could be a challenge, so Insights simplifies this by suggesting the best chart for your data, or you can choose one from a dozen chart options including bar, pie, line, and trend charts.

Insights further enables you to customise these charts to your liking by selecting columns of your choice to display, changing chart colours and layout, and adding reference lines and data points. Additionally, you can share the chart with anyone, download a snapshot, and add it to a dashboard for better visualisation.

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Organise with powerful dashboards

Once your charts are ready, you can organise your visualisations into dashboards to keep track of your important metrics like outstanding payments, payables, revenue, churn, and operations. Apply filters to focus on specific information, receive alerts on data changes, and track progress and trends. You can also track real-time changes and explore data further based on time or other dimensions. 

As you make changes to your data models, Insights automatically updates your visualisations, ensuring your insights are always up-to-date and accurate. You can also share dashboards both internally and externally to encourage collaboration and support data-driven decisions across your organisation.

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Story of Frappe Insights

"Building custom apps or creating structured data has been very easy with Frappe Framework. However, extracting information from these apps was not a very good experience. Users needed to know how to write SQL queries to create reports to get valuable insights from the data. At Frappe, we had scattered revenue data, so tracking renewals was challenging. To even understand the upcoming renewals and churn, our renewal team had to depend on developers to get the reports.

I wanted to improve the experience of building these reports and dashboards for everyone in our team. The idea then transformed into building a generic business intelligence tool that could be used to get a bird's eye view of the overall performance.

Today we have been using Insights to track sales, conversions, renewals, churn, support metrics, customer ratings and much more. It has completely changed the way we make decisions at all scales and has played an important role in our growth."

Saqib Ansari - Product Engineer

Take it from our users

Vishhal Siingh

.Banaraswala Wire Mesh Pvt. Ltd.

Frappe Insights tool significantly enhances our understanding of business. This integration has been transformative, allowing us to seamlessly leverage our ERP data. Frappe Insights enables us to create complex SQL queries effortlessly, generating detailed reports that offer deep insights into our operations. One standout feature is flexibility in joining data from multiple doc types, eliminating repeated efforts in Excel. Financially, it allows calculating metrics like weighted average customer payment days. For Inventory Management, examining key metrics like sales quantities helps identify top-performing items. Frappe Insights is crucial for our data-driven decision-making, unlocking ERPNext data's full potential.

Ramakrishnan Nataraj

Frutter Software Labs Pvt. Ltd.

"The ability to create and share interactive dashboards has been a game-changer for us. We can monitor key performance indicators in real-time, set up alerts for important changes, and ensure that our team is always informed about the latest trends and developments. This has significantly improved our operational efficiency and responsiveness. Frappe Insights has also enhanced our data security and compliance. By centralising our data

management, we have minimised the risks associated with scattered data sources and ensured that our data handling practices meet the highest standards."

Vishal Singh 

Banaraswala Wire Mesh Pvt. Ltd.

"Frappe Insights tool significantly enhances our understanding of business. This integration has been transformative, allowing us to seamlessly leverage our ERP data. Frappe Insights enables us to create complex SQL queries effortlessly, generating detailed reports that offer deep insights into our operations. One standout feature is flexibility in joining data from multiple doc types, eliminating repeated efforts in Excel. Financially, it allows calculating metrics like weighted average customer payment days. For Inventory Management, examining key metrics like sales quantities helps identify top-performing items. Frappe Insights is crucial for our data-driven decision-making, unlocking ERPNext data's full potential."

Ramakrishnan Nataraj

Frutter Software Labs Pvt. Ltd.

"The ability to create and share interactive dashboards has been a game-changer for us. We can monitor key performance indicators in real-time, set up alerts for important changes, and ensure that our team is always informed about the latest trends and developments. This has significantly improved our operational efficiency and responsiveness. Frappe Insights has also enhanced our data security and compliance. By centralising our data management, we have minimised the risks associated with scattered data sources and ensured that our data handling practices meet the highest standards."