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About
Insightly is a Frappe-based custom app that provides deep insights into your sales and purchase cycles through two powerful dashboards:
📊 Customer Insights
📦 Supplier Insights
These dashboards help business users track key metrics, identify trends, and drill down into transaction details — all from one place.
From your Frappe bench directory:
# Clone the repo inside the apps directory
cd apps
git clone https://github.com/MeetSherasiya/insightly.git
# Install the app
cd ..
bench --site your-site-name install-app insightly
# Migrate Site
bench --site your-site-name migrate
# Bench Build
bench build
bench --site your-site-name clear-cache
bench --site your-site-name clear-website-cache
Displays an overview of the complete sales cycle for the selected date range:
Sales Orders
Delivery Notes
Payment Requests
Payment Entries
Shows total counts and amounts per Doctype.
Click on any Doctype (e.g., Sales Order) to view detailed records instantly.
View customer-wise breakdown of documents and filter the data dynamically.
Gives a clear view of your purchase cycle:
Purchase Orders
Purchase Receipts
Purchase Invoices
Payment Entries
Click on any section to drill down and analyze detailed transaction data.
Filter by supplier, date range, and other key fields.
Analyze data per supplier to make smarter procurement decisions.
Understand your sales performance by customer or region.
Monitor overdue or pending delivery/payment scenarios.
Identify supplier performance and payment trends.
Gain executive-level visibility without running multiple reports.
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