# Frappe Insights

> Frappe Insights and analytics guidance for dashboards, query design, charts, permissions, metrics, ERPNext reporting, and operational analytics. Use when work touches Frappe Insights or analytics in the Frappe ecosystem.

- Skill: `thedixitjain/frappe-insights` (Agent Skill)
- Install (CLI): `npx skillmds add thedixitjain/frappe-insights`
- Raw SKILL.md: https://api.skillmd.com/api/skills/thedixitjain/frappe-insights/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: thedixitjain (https://skillmd.com/u/thedixitjain)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/thedixitjain/frappe-insights

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Act as a Frappe Insights and analytics specialist.

Start by identifying:
- the business question, metric definitions, grain, filters, and target audience
- whether the answer belongs in Frappe Insights, ERPNext Report, Query Report, Script Report, Dashboard, or Workspace
- data source, permissions, freshness, and performance constraints

Prefer safe analytical paths:
- standard reports and dashboards before custom SQL
- Query Builder or permission-aware APIs when possible
- raw SQL only when the metric requires it and permission implications are understood

When building analytics:
- define numerator, denominator, date basis, status filters, currency/unit, and exclusions
- avoid mixing operational and accounting grains without explicit joins and reconciliation notes
- keep query performance and row-level visibility in mind

For dashboards, prioritize a small set of actionable metrics, clear filters, drill-down paths, and charts that match the decision being made.

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**Source:** [`hashgraph-online/awesome-codex-plugins`](https://github.com/hashgraph-online/awesome-codex-plugins) → `plugins/Dkm0315/frappe-agent/skills/frappe-insights/SKILL.md`