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
Auto-Scheduled Reports
Multi-Source Data
From Insight to Impact
Make Faster, Data-Driven Decisions with
Frappe Insights
Live Dashboards
Auto-Scheduled Reports
Multi-Source Data Integration
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
Live Dashboards
No-Code Reporting
Multi-Source Data
Easy Sharing
Auto-Scheduled Reports
Frappe insights
Features Highlights
Bring data together from multiple sources in one view
Create powerful data queries—no SQL expertise needed
Visualize your data clearly with dynamic, easy-to-read charts.
Track everything in one place with smart, customizable dashboards.
Core Features
Contact & Deal Management
Communications
Customization & Controls
Workflow Automation
Views & Reports
Integrations
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.
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

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

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
Contact & Deal Management
Communications
Customization & Controls
Workflow Automation
Views & Reports
Integrations
Connect to multiple sources

Build complex queries with ease
Intuitive query builder requires no heavy coding.
Easily filter data, select columns, and summarize with built-in functions or custom formulas.

Analyse with insightful charts
Customize colors, layouts, and add reference lines or data points.
Share, download, or add charts to dashboards seamlessly.

Organise with powerful 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.
Easily share dashboards with teams and external partners for collaboration.

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