Pipeline & Sales Forecasting Analytics

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 2–4 weeks 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.