| 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. |
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.
