Skip to main content
Analytics & business intelligence

Analytics &
business BI.

For owners and finance teams who want sales, stock and cash figures they can trust: dashboards built from the records your ERP, CRM and store already keep.

On the map

What the numbers say, on the map.

Dashboards, margins and alerts sit on The Numbers floor, reading the same records every other floor writes. Click any building to open it.

orders · payments · complaints
tasks · approvals · attendance
purchases · bills · payments
everything in · answers out
Zoom inZoom outFit to the screenFullscreen
More

Inside the Core — how one order runs the whole business

Nobody types the same thing twice. Each document is built from the one before it.

Book a Free Demo

Explore the full ecosystem — commerce and marketing maps too →

Core analytics features

From raw data to decision-ready reporting.

Data modelling

Join selected ERP, CRM, storefront and channel data with clear ownership, definitions and refresh rules.

Pro dashboards

Build high-impact visualizations that let your team dive deep into departmental performance.

Role-ready reporting

Give operators, finance and leadership the measures they need at a source-appropriate refresh cadence.

Intelligence handoff

Where approved, analysis can inform a separate intelligence or automation workflow; BI remains the governed evidence layer.
The BI stack

Open-source BI platforms — Metabase, Superset, and beyond.

Selected for your data architecture, licensing model and operating team.

Metabase architecture

Simple enough that most of the team can ask a question without knowing SQL.
  • Self-service BI
  • Scheduled reporting
  • Visual builder
  • Alerts on thresholds

Apache Superset

Exploration at scale, with SQL Lab for analysts who write their own queries.
  • Cloud-native
  • SQL Lab IDE
  • Wide chart library
  • Role-based permissions

Frappe Insights

Native to ERPNext — BI built directly on the operational data, not a copy of it.
  • Native ERPNext integration
  • Drag-and-drop charts
  • Scheduled email reports
  • Embeddable
Delivery boundary

Designed around the workflow in scope.

This page describes a reference approach, not an automatic bundle. We agree the systems, record ownership, interfaces, approvals, delivery gates and handover before implementation. Published outcomes are used only where their client-approved basis is clear.

Outcomes

Decisions made
from the record.

A governed measure can join storefront, CRM, ERP and channel activity into views each role can trust. Automation is an approved downstream action, not the report itself.

Get a written plan
ScopedData sources and refresh cadence
PhasedModel, connect, validate and hand over
Role-basedViews and permissions
OwnedDocumentation and agreed deliverables

Analytics and BI — FAQs

If your data lives mainly in ERPNext, Frappe Insights reads it directly and is the simplest to run. Metabase suits teams that want to ask their own questions without SQL; Superset suits analysts who write SQL and need larger data. We recommend one after seeing your sources and who will use the reports.

Proof and next steps

See it live

ERPNext

Trace a bad batch

One complaint, and the batch is traced back to its supplier and forward to every buyer.

Quality Inspection → Batch → Serial No and Batch Traceability

ERPNext

Stock moves to another branch

Stock travels to a branch by train, and each branch keeps its own stock and P&L.

Stock Entry → Stock Balance

ERPNext

The owner's morning check

Sales, cash and stock on one screen, sliced by branch, with what needs you today.

Selling workspace → Stock workspace

All live demos

Read decisions off the record, not a spreadsheet.

A working session to map your data sources and scope the dashboards.