Advanced BI Dashboards & Reports Pack

The Advanced BI Dashboards & Reports Pack is a proper Frappe app (its own module, installed via bench get-app and bench install-app) that we build against your live chart of accounts, item groups, territories and cost centers. It ships a curated library of executive dashboards — a starting set of 50+ KPI cards and Dashboard Charts across sales, finance, inventory and HR — plus a layer of cross-module Script Reports whose whitelisted methods join data across DocTypes that native ERPNext keeps siloed. Drill-down is wired through Frappe's standard report add_totals_row and linked-report navigation, so a board-level revenue tile expands to territory, then customer, then the underlying Sales Invoice rows without leaving the browser. Comparative period and year-over-year columns are computed server-side in the report's execute() so the math is consistent everywhere, not re-derived per widget.

Technically, the pack is built the way a maintainable Frappe app should be. Aggregations that are too heavy to compute on demand are pre-rolled by scheduler_events (hourly/daily cron entries in hooks.py) into summary DocTypes, so opening a 12-month trend board is a single indexed read instead of a full-table scan. Scheduled PDF/Excel delivery uses Frappe's Auto Email Report plus custom scheduler jobs to push each stakeholder their board on the cadence they need. Visibility is governed by ERPNext's own permission model — dashboards and reports are bound to Role Profiles and roles, and where a CFO should see consolidated figures while a regional manager sees only their territory, we enforce it with User Permissions and get_permission_query_conditions rather than by hiding widgets client-side. Everything is exposed cleanly over the Frappe REST API and whitelisted methods, so the same numbers can feed an embedded portal page or an external tool if you need them to.

Because this is build-to-order, nothing is a generic template dropped on your site. We start from a short scoping call, confirm which KPIs actually matter to your leadership, map them to your real DocTypes and dimensions, and build against a staging copy of your data. You review the dashboards in UAT before anything touches production. The pack targets ERPNext / Frappe v15 and v16, ships as installable source in your own git repository, and comes with a documented handover so your team — or ours — can extend it later. Typical delivery is 2–4 weeks from confirmed scope, depending on how many boards and custom joins you need.