Coale-Insights — BI & Analytics for ERPNext
Business intelligence with machine learning
A powerful analytics platform built on Frappe with built-in ML models for customer segmentation, sales forecasting, and demand prediction. Designed to turn raw business data into actionable intelligence.
What's inside
ML-Powered Analytics
Customer segmentation, sales forecast, demand prediction, product recommendations, and ABC/XYZ classification. Machine learning built right into your data layer.
AI Query Engine
Natural language to SQL, intelligent query suggestions, and conversation-style data exploration. Ask questions in plain English and get answers instantly.
Dashboard Builder
Custom charts, multiple data sources, real-time updates, and shareable views. Build the exact dashboards your team needs without writing code.
Workbook Collaboration
Shared notebooks, team permissions, folder organization, and version history. Collaborate on analysis like you collaborate on documents.
Executive Reports
Daily, weekly, and monthly automated summaries delivered to stakeholders. Keep leadership informed without manual report generation.
Alert System
Threshold-based notifications, anomaly detection, and trend alerts. Get notified before small issues become big problems.
Coale-POS
Coale-CRM
Coale-Audit
How businesses use Coale-Insights
Retail Chain Sales Analysis
Supermarket chains and retail groups across Kenya use Coale-Insights to analyze sales trends by branch, product category, and time period. ML-powered ABC/XYZ classification identifies which products drive revenue and which sit idle on shelves.
- • Branch-by-branch performance comparison dashboards
- • Automatic ABC/XYZ product classification
- • Seasonal demand prediction for stock planning
Logistics Route Optimization
Transport and distribution companies use the analytics platform to identify delivery bottlenecks, analyze fuel consumption patterns, and forecast demand by region. Dashboards pull data from fleet, warehouse, and sales systems into one view.
- • Multi-source data integration (fleet + sales + inventory)
- • Route efficiency scoring and trend analysis
- • Fuel cost forecasting with time series models
Hotel Revenue Management
Hotels and lodges use Coale-Insights to track occupancy rates, average daily rates, and revenue per available room. Sales forecasting models predict peak seasons so pricing and staffing can be optimized weeks in advance.
- • Occupancy and RevPAR dashboards
- • Seasonal demand forecasting
- • Customer segmentation for targeted promotions
CFO Executive Dashboard
Finance leaders use the workbook and dashboard builder to create real-time financial views -- cash flow, receivables aging, budget variance, and P&L summaries -- delivered automatically to their inbox every morning.
- • Automated daily and weekly financial summaries
- • Natural language queries for ad-hoc analysis
- • Threshold alerts for cash flow and expense anomalies
Works with the CoaleTech ecosystem
Coale-Insights connects to every product in the ecosystem -- the more data you feed it, the smarter it gets.
Coale-CRM
Analyze pipeline conversion rates, customer segmentation, and sales team performance with ML-powered dashboards.
Coale-POS
Track real-time POS transaction data, product mix analysis, and cashier performance across all locations.
Coale-Fleet
Visualize fleet utilization, fuel efficiency trends, and maintenance cost forecasts in unified dashboards.
Coale-Hoteli
Revenue management dashboards with occupancy forecasting, F&B analytics, and guest segmentation.
Coale-Audit
Feed audit findings into analytics dashboards for trend analysis, risk heat maps, and compliance scoring.
Coale-Payments
Analyze M-Pesa transaction volumes, reconciliation rates, and payment trends across your business.
Frequently asked questions
What ML models are included in Coale-Insights?
Coale-Insights ships with five built-in ML models: customer segmentation (clustering), sales forecasting (time series), demand prediction, product recommendations (collaborative filtering), and ABC/XYZ inventory classification. All models run directly on your Frappe instance -- no external ML platform required.
Can I ask questions in plain English instead of writing SQL?
Yes. The AI Query Engine converts natural language questions into SQL queries against your ERPNext database. You can ask things like "What were our top 10 products by revenue last quarter?" and get instant results with suggested follow-up queries.
Does Coale-Insights work with data outside ERPNext?
Yes. The dashboard builder supports multiple data sources. You can connect external databases, CSV files, and APIs alongside your ERPNext data to build unified views across your entire business.
How are dashboards shared with the team?
Dashboards and workbooks support team permissions and folder organization. You can share read-only views with stakeholders, grant edit access to analysts, and schedule automated reports to be delivered via email daily, weekly, or monthly.
Is Coale-Insights open source?
Yes. Coale-Insights is built on the open-source Frappe framework and the Insights module. You own your data, can self-host, and can extend the platform with custom models and integrations.
Ready to get started with Coale-Insights?
Turn your ERPNext data into actionable intelligence with built-in ML models, natural language queries, and automated reporting.