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.
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---
name: frappe-insights
description: "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."
category: ai-agents-and-harness
source_repo: hashgraph-online/awesome-codex-plugins
source_path: "plugins/Dkm0315/frappe-agent/skills/frappe-insights/SKILL.md"
source_url: https://github.com/hashgraph-online/awesome-codex-plugins/blob/HEAD/plugins/Dkm0315/frappe-agent/skills/frappe-insights/SKILL.md
---
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.
---
**Source:** [`hashgraph-online/awesome-codex-plugins`](https://github.com/hashgraph-online/awesome-codex-plugins) → `plugins/Dkm0315/frappe-agent/skills/frappe-insights/SKILL.md`
