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Illustrative previewA build-to-order ERPNext CRM extension that turns your Opportunities into weighted-pipeline,
win-probability forecasting and rep-performance dashboards.
ECOSIRE scopes, builds, installs and supports it on your bench.
What is Pipeline & Sales Forecasting Analytics?
A build-to-order ERPNext CRM extension that turns your Opportunities into weighted-pipeline, win-probability forecasting and rep-performance dashboards. ECOSIRE scopes, builds, installs and supports it on your bench. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Sales leaders running on ERPNext hit the same wall: the native CRM captures Leads and Opportunities cleanly, but the moment someone asks "what are we going to close this quarter and how confident are we?", the answer lives in exported spreadsheets. ERPNext core gives you an Opportunity sales_stage, an opportunity_amount and a probability field, plus the stock Sales Funnel and a handful of Query Reports — but it does not weight the pipeline by probability at the stage level, does not track forecast against a quota you set per rep, and has no built-in win/loss or velocity analytics. Managers end up rebuilding the same pivot table every Monday, and every rep's forecast is a gut number nobody can audit.
ECOSIRE builds a proper Frappe app — its own module, not a pile of customizations bolted onto standard DocTypes — that closes that gap. We add DocTypes such as Sales Quota (per rep/team/period with a target amount), Forecast Snapshot (an immutable point-in-time capture of weighted pipeline so you can compare what you predicted versus what landed), and Pipeline Stage Weight (configurable probability per sales_stage so weighting reflects your real conversion math, not the ERPNext defaults). A scheduler event registered in hooks.py (scheduler_events) runs nightly to roll up Opportunities into snapshots and recompute stage-conversion and sales-velocity metrics, so the dashboards are fast even on large pipelines rather than recalculating on every page load.
Technically, the analytics are driven by server-side Python: whitelisted methods (@frappe.whitelist()) expose weighted-pipeline, forecast-vs-quota, win/loss and velocity data to Number Cards, Dashboard Charts and a custom Frappe Workspace, and everything is reachable through the standard Frappe REST API (/api/method/...) for Power BI, Metabase or a data-warehouse feed. hooks.py doc events (on_update, on_submit) on Opportunity keep derived fields and the win/loss record in sync as deals move, and light Client Scripts surface stage-weight and probability context right on the Opportunity form. Access is governed by ERPNext permissions and Role Profiles — a Sales User sees their own numbers, a Sales Manager sees the team roll-up — with User Permission scoping so reps cannot read each other's forecasts.
Because this is build-to-order, there is no instant download. You start with a short scoping call; we confirm your stages, quota model, fiscal calendar and how you define a "win", then build against your actual ERPNext instance. Typical delivery is one working week from confirmed scope. We install on a staging site first, run UAT with your team, then deploy to production with a rollback plan and hand over the full git repository so you own the code outright. The app targets Frappe/ERPNext v15 and v16 and is written to survive bench update without patching core.
What you get
- Installable source code for your version of the app, packaged as a proper Frappe app installable via `bench get-app` / `bench install-app`
- Installation and configuration on your ERPNext instance, including stage weights, quotas and Role Profiles set to your process
- Technical documentation: DocType schema, whitelisted methods, `hooks.py` events, scheduler jobs and REST endpoints
- End-user guide plus a live training session for sales reps and managers on reading the dashboards and forecast
- UAT on a staging site with a documented rollback plan before any production deployment
- Post-go-live support window for bug fixes and adjustments after launch
- Full git repository handover so you own and can extend the code
- Compatibility validation against your Frappe/ERPNext v15 or v16 version, tested to survive `bench update`
Who this is for
VP / Head of Sales
Needs an auditable quarterly forecast and pipeline-coverage view they can defend to the board, instead of a hand-assembled spreadsheet that changes every week.
Sales Operations Manager
Owns the ERPNext CRM data hygiene and wants weighted pipeline, quota attainment and win/loss analytics generated automatically from Opportunities rather than manual pivots.
Regional / Team Sales Manager
Wants a per-rep performance and velocity dashboard scoped to their team, so coaching conversations are grounded in stage-conversion and cycle-time data.
RevOps / BI Analyst
Needs clean whitelisted methods and REST endpoints to pull forecast and pipeline data into Power BI or a warehouse without scraping the ERPNext UI.
How Pipeline & Sales Forecasting Analytics Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Weighted pipeline by stage & probability | Configurable stage weights via dedicated DocType, aggregated automatically | Possible but you design the weighting model from scratch | Often a fixed probability field, limited stage config | Has `probability` field but no true weighted roll-up |
| Forecast vs quota tracking | Per-rep/team quota DocType with attainment and gap analytics | Buildable, needs quota schema and reports designed | Rarely includes quota management | No quota concept in core CRM |
| Win/loss & velocity analytics | Built from Opportunity doc events, with lost-reason and cycle metrics | Requires custom event handlers and report logic | Basic funnel at best | Stock Sales Funnel only, no velocity |
| Forecast accuracy over time | Immutable Forecast Snapshots for predicted-vs-actual comparison | Must design snapshot capture and retention | Typically not offered | No historical forecast capture |
| Fit to your sales process | Scoped and built to your stages, periods and win definition | Fully bespoke but you carry all build risk | Generic, configure within its limits | Generic ERPNext defaults only |
| Upgrade safety (v15/v16) | Standalone app, no core edits, survives `bench update` | Depends on your team's discipline | Varies by vendor maintenance | N/A — it is core |
| BI / API access | Whitelisted methods + REST endpoints for Power BI/warehouse | You build and document the endpoints | May lack clean API surface | Generic REST, no forecast-shaped data |
| Ownership & support | Full git repo handover + post-go-live support window | You own it and support it entirely | Vendor-locked, subscription support | Community/ERPNext support only |
Frequently Asked Questions about Pipeline & Sales Forecasting Analytics
Is this a ready-made app I can download and install today?
No. This is build-to-order. ECOSIRE scopes, builds, installs and supports the app for your specific ERPNext instance — it is not an existing Frappe Cloud Marketplace download. You get source you own, configured to your sales process, not a generic one-size binary.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After a short scoping call to lock stages, quota model, fiscal periods and win definition, we build against your instance, run UAT on staging, then deploy to production. Timeline moves with complexity and how quickly scope is confirmed.
Which ERPNext versions do you support, and how are updates handled?
We target Frappe/ERPNext v15 and v16. The code is written as a standalone app that survives `bench update` without patching core. After go-live you get a support window for bug fixes; longer-term maintenance and version upgrades are available as an ongoing arrangement, and because you hold the git repo you can also extend it in-house.
Will it modify ERPNext core or break on upgrade?
No core files are edited. We ship a proper Frappe module with its own DocTypes, `hooks.py` doc events, whitelisted methods, Client Scripts and scheduler jobs. Logic hangs off Opportunity via hooks rather than forking standard DocTypes, so `bench update` stays clean.
Can I feed the forecast data into Power BI or a data warehouse?
Yes. All analytics are exposed through `@frappe.whitelist()` methods and the standard Frappe REST API (`/api/method/...` and `/api/resource/...`), so Power BI, Metabase, or a warehouse ETL can consume weighted pipeline, forecast-vs-quota and win/loss data directly with an API key.
How do you keep reps from seeing each other's forecasts?
Access uses ERPNext Role Profiles and User Permissions. A Sales User is scoped to their own Opportunities and quota; a Sales Manager sees the team roll-up. We configure the permission model with you during scoping so visibility matches your org structure.
What if our sales stages and probabilities are unusual?
That's expected. Stage weights live in a configurable `Pipeline Stage Weight` DocType, so any set of `sales_stage` values and probabilities can be modeled — including non-linear or custom stages — without code changes after go-live.
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Pipeline & Sales Forecasting Analytics
A build-to-order ERPNext CRM extension that turns your Opportunities into weighted-pipeline, win-probability forecasting and rep-performance dashboards. ECOSIRE scopes, builds, installs and supports it on your bench.
- Custom `Pipeline Stage Weight` DocType mapping each ERPNext `sales_stage` to a configurable win-probability, so weighting reflects your real conversion math
- Weighted pipeline calculation: `opportunity_amount` × stage probability, aggregated by stage, owner, territory and expected close month
- `Sales Quota` DocType for per-rep, per-team and per-period targets tied to your Fiscal Year and custom periods
- Forecast-vs-quota tracking with attainment %, gap-to-target and commit/best-case/pipeline categorization