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Insights

From Insight to Impact

Empower Smarter Decisions with Frappe Insights

Build dynamic dashboards, analyze performance metrics, and make data-driven decisions in real time.

Live Dashboards

No-Code Reporting

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Auto-Scheduled Reports

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Multi-Source Data

From Insight to Impact

Make Faster, Data-Driven Decisions with

Frappe Insights

Create real-time dashboards, analyze business performance, and uncover actionable insights with a powerful open-source business intelligence platform.

Live Dashboards

No-Code Analytics
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Auto-Scheduled Reports

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Multi-Source Data Integration

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Connection 6

From Insight to Impact

Empower Smarter Decisions with Frappe Insights

Build dynamic dashboards, analyze performance metrics, and make data-driven decisions in real time.

Insights

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Live Dashboards

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No-Code Reporting

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Multi-Source Data

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Easy Sharing

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Auto-Scheduled Reports

Frappe insights

Frappe Insights is an open-source business intelligence and analytics platform that helps organizations consolidate data, track KPIs, and make informed decisions through real-time reporting and interactive dashboards.

Core Features

Contact & Deal Management 

Communications

Customization & Controls 

Workflow Automation

Views & Reports

Integrations

Effortless Contact & Deal Management 

Keep all your leads, contacts, deals, and organizations organized in a centralized system. This clarity ensures your sales pipeline is always up-to-date and accessible. 

LeadsPotential Customers.

Leads can come from anywhere—your website ,referrals, or email. Without timely follow-up, they might slip away. Frappe CRM captures all your leads in one place, letting you track calls, emails ,notes so you are always ready to reconnect

LeadsPotential Customers.

Leads can come from anywhere—your website ,referrals, or email. Without timely follow-up, they might slip away. Frappe CRM captures all your leads in one place, letting you track calls, emails ,notes so you are always ready to reconnect

LeadsPotential Customers.

Leads can come from anywhere—your website ,referrals, or email. Without timely follow-up, they might slip away. Frappe CRM captures all your leads in one place, letting you track calls, emails ,notes so you are always ready to reconnect

Contact & Deal Management 

Communications

Customization & Controls 

Workflow Automation

Views & Reports

Integrations

Core Features

Contact & Deal Management 

Communications

Customization & Controls 

Workflow Automation

Views & Reports

Integrations

Connect to multiple sources

Seamlessly connect and sync data from various sources into one unified view.
Connect databases, spreadsheets, ERP systems, and business applications into a single source of truth for reporting and analysis.
Combine datasets, create calculated metrics, and prepare clean data for accurate business reporting.
Centralized data management helps teams uncover trends faster and make more confident business decisions.

Build complex queries with ease

Build powerful reports and data queries without writing SQL or relying on technical teams.

Intuitive query builder requires no heavy coding.

Easily filter data, select columns, and summarize with built-in functions or custom formulas.

Use pivot tables and advanced filters to identify trends, patterns, and performance opportunities.
Automated reports stay updated with the latest data, reducing manual reporting efforts.

Analyse with insightful charts

Turn data into clarity with interactive, easy-to-understand charts.
Choose from multiple chart types including line, bar, pie, trend, and comparison charts.

Customize colors, layouts, and add reference lines or data points.

Share, download, or add charts to dashboards seamlessly.

Share visual reports and dashboards with stakeholders to improve collaboration and decision-making.

Organise with powerful dashboards

Bring key insights together with customizable, real-time dashboards

Create and manage live dashboards to track key metrics like revenue, churn, and operations.

Real-time monitoring with filters and instant alerts on important changes.

Dashboards automatically refresh with the latest data, ensuring accurate reporting at all times.

Easily share dashboards with teams and external partners for collaboration.

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.
What is Frappe Insights used for?
Frappe Insights is an open-source business intelligence platform used to create dashboards, analyze data, and generate real-time business reports.
Can Frappe Insights connect to multiple data sources?
Yes. Frappe Insights can connect to databases, spreadsheets, ERP systems, and other business applications for unified reporting.
Do I need coding knowledge to use Frappe Insights?
No. Frappe Insights includes a no-code query builder that helps users create reports and dashboards without SQL expertise.
Can Frappe Insights create real-time dashboards?
Yes. Frappe Insights provides real-time dashboards that automatically refresh and display key business metrics.
Is Frappe Insights suitable for KPI tracking?
Yes. Businesses can monitor revenue, sales performance, operational metrics, customer retention, and other KPIs through customizable dashboards.
Why choose Tridots Tech for Frappe Insights implementation?
As a Frappe Gold Partner, Tridots Tech helps businesses implement, customize, integrate, and optimize Frappe Insights for better reporting and decision-making.
How is data updated in Frappe Insights?

Frappe Insights connects directly to your ERPNext or LMS database, pulling in live data. Dashboards and KPIs reflect real-time changes without requiring manual refresh or data exports.

Is my data secure in Frappe Insights?

Yes. Frappe Insights uses secure database connections and respects ERPNext’s built-in permission rules, ensuring data integrity and compliance.

Can different users have different dashboard views?

Yes. With role-based access control, you can define who sees what—whether it’s HR, trainers, leadership, or finance teams.

Why choose Tridots Tech for Frappe Insights implementation?

Tridots Tech is a certified Frappe partner with proven expertise in custom dashboard development, real-time integrations, and analytics infrastructure. We tailor the solution to your exact business goals.

Ready to Turn Data into Action?

Tridots Tech sets up Frappe Insights so you can make confident, data-driven decisions across your business.

Contact  us

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