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.
示意预览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.
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
以一次性构建价格开始。我们在启动时与您共同确定范围。
ECOSIRE 在您的 ERPNext 上构建、配置并安装。
约 2–4 周内上线,并提供上线后的支持期。
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 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.
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.
Owns the ERPNext CRM data hygiene and wants weighted pipeline, quota attainment and win/loss analytics generated automatically from Opportunities rather than manual pivots.
Wants a per-rep performance and velocity dashboard scoped to their team, so coaching conversations are grounded in stage-conversion and cycle-time data.
Needs clean whitelisted methods and REST endpoints to pull forecast and pipeline data into Power BI or a warehouse without scraping the ERPNext UI.
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | ERPNext 原生 |
|---|---|---|---|---|
| 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 |
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.
Typical delivery is 2–4 weeks 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.
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.
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.
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.
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.
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.
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.