Modules
Industries
Accounting
procurement
sales
CRM
Project Management
HR & Payroll
Website & E-commerce
Inventory / Stock
Asset Management
Help Desk
GO1 hR
GO1 CRM
gO1 projects
GO1 market
GO1 resto
GO1 commerce
GO1 pulse
GO1 vendor portal
GO1 customer portal
GO1 leads
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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
No per User price
Your Complete Customer Over view
Visualize and Manage Deals Easily
Works with Your Tools
Designed to Scale with You
Frappe insights
Make smarter, data-driven decisions effortlessly with Insights — an open-source business intelligence tool built for simplicity and power. Connect data from various sources, analyze trends, and uncover actionable insights to accelerate growth and optimize your operations. Experience affordable, efficient BI designed to fuel your business success.
Features Highlights
Bring data together from multiple sources in one view
Build complex queries with ease
Create powerful data queries—no SQL expertise needed
Analyse with insightful charts
Visualize your data clearly with dynamic, easy-to-read charts.
Organise with powerful dashboards
Track everything in one place with smart, customizable 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.
Leads → Potential 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
Leads → Potential 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
Leads → Potential 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
Contact & Deal Management
Communications
Customization & Controls
Workflow Automation
Views & Reports
Integrations
Connect to multiple sources
Insights simplifies connecting diverse data sources—spreadsheets, databases, and other systems—into a single unified platform.
Easily merge datasets and create calculated fields to prepare data for analysis.
Centralizing data enables building reusable models and uncovering insights faster, streamlining team decision-making.
Build complex queries with ease
Create advanced data queries effortlessly—no coding required
Intuitive query builder requires no heavy coding.
Easily filter data, select columns, and summarize with built-in functions or custom formulas.
Pivot tables visualize data patterns effectively.
Reusable reports update automatically, allowing complex analysis without heavy coding.
Analyse with insightful charts
Wide range of customizable chart options including pie, line, and trend charts.
Customize colors, layouts, and add reference lines or data points.
Share, download, or add charts to dashboards seamlessly.
Tools to communicate insights clearly and save visual snapshots.
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.
Dashboards refresh automatically as models evolve.
Easily share dashboards with teams and external partners for collaboration.
Faq's
Common Questions & Answers
Is Frappe Insights beginner-friendly?
Yes. Frappe Insights comes with a no-code, drag-and-drop dashboard builder, making it accessible even for non-technical users. You can build reports and visualizations without writing a single line of code.
Absolutely. Frappe Insights supports cross-module analytics, allowing you to create unified dashboards using data from ERPNext, LMS, HR, CRM, and other Frappe-based systems.
What kind of reports can I build?
You can create a variety of visual reports including bar charts, line graphs, KPIs, tables, and pie charts. It also supports filters, comparisons, and multi-source data integration.
Yes. Frappe Insights is 100% open source. There are no licensing fees, and it can be fully customized to fit your business needs.
Do I need a developer to set this up?
No. While developers can extend the platform, Tridots Tech configures and customizes everything for you—from setup to deployment—so business teams can start using it right away.
Can I use it for collaborative meetings?
Yes. Dashboards are shareable, interactive, and live making them perfect for review meetings, strategic planning, or team updates.
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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