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Insightly - Customer & Supplier Intelligence

Supported versions

Version 15

Categories

Free

E-Commerce

About

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

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