Insightly - Customer & Supplier Intelligence

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.

📦 Installation

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

🚀 Features

🔹 Customer Insights Page

• 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.

🔹 Supplier Insights Page

• 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.

🧠 Use Cases

• 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.

Licencse

mit