Quantbit's Power BI connector for ERPNext creates a direct live data connection between your ERPNext database and Microsoft Power BI Service. A pre-built semantic layer translates ERPNext's internal table structure into business-friendly dimensions — receivables, payables, stock valuation, sales performance, purchase history, payroll costs, and more. Power BI refreshes from ERPNext on a configurable schedule — every hour, every four hours, or daily. Reports and dashboards always reflect current data from ERPNext without anyone manually exporting or copying numbers into Excel.
Yes. Metabase's visual query builder lets non-technical users build charts, tables, and summary metrics from ERPNext data by selecting fields from dropdown menus — no SQL required. Quantbit configures the ERPNext data in Metabase with human-readable field names so managers see "Customer Outstanding Balance" instead of a database column name. Most department heads are building their own reports within a few hours of training. Metabase also lets them ask questions in plain English if connected to an AI backend — "What were my top 10 customers by revenue last quarter" returns a chart instantly.
Stop exporting ERPNext data to Excel for management reports. Connect Power BI or Metabase directly to ERPNext and get live dashboards for finance, sales, production, and HR — that update themselves.
Different organizations have different BI preferences. We connect ERPNext to the tool your leadership team will actually open — not the one that requires a data science team to maintain.
Power BI is the dominant BI tool in organizations already running Microsoft 365. Our connector sets up a live DirectQuery or Import connection from ERPNext to Power BI, with a pre-built semantic model that makes financial, sales, and operations reporting fast to set up.
Metabase is the preferred analytics tool for businesses that want business users — not just data analysts — to explore their data. Its visual query builder means department managers can build their own reports without relying on IT or data teams.
For teams already in the Google ecosystem — especially those using Google Sheets for reports — Looker Studio provides a free, powerful alternative to Power BI with native Google Workspace integration.
Instead of starting with a blank Power BI canvas, you start with a working dashboard that your team customizes. These are the most-requested ERPNext analytics dashboards we deploy.
Daily P&L, balance sheet position, cash flow, aging AR/AP, and GST liability — everything a CFO needs without opening ERPNext.
Sales by rep, territory, product, and channel. Pipeline funnel, win rate, deal velocity, and customer acquisition trend.
Work order completion rates, production vs target by shift, machine OEE, quality rejection rate, and material consumption variance.
Stock valuation by warehouse, slow-moving inventory flag, stock aging, reorder point alerts, and inventory turnover ratio.
Headcount by department, attendance rates, payroll cost per department, leave utilization, and attrition trend.
Vendor performance scoring, purchase price variance, on-time delivery rate by supplier, and open PO aging analysis.
The pattern is always the same — someone who should be making decisions is spending days preparing data for the meeting where decisions should happen.
The CEO of a mid-sized precision engineering company in Pune held a monthly performance review on the fifth of every month. The problem was that the data for those reviews — revenue, margin, production output, dispatch performance, and receivables — was assembled manually by three different people pulling from ERPNext, compiling it into an Excel file, and sending it to each other for consolidation. The process started on the first and typically finished by the third or fourth, meaning the review was always looking at month-old numbers while the new month was already three or four days in. The decisions made in those reviews were always slightly reactive — by the time they acted on a trend, the trend had already played out. After Power BI was connected to ERPNext, the CEO's five-page dashboard loads every morning with the previous day's data. The monthly review now starts with numbers that are current as of midnight — and the executive team spends the meeting discussing decisions rather than debating whether the numbers are right.
A distribution company in Nashik had a sales manager who spent every Friday afternoon building the weekly sales performance report — pulling data from ERPNext, formatting it, calculating team-wise and territory-wise breakdowns, and sending a twelve-tab Excel file to the MD and the regional managers. He had been doing this every Friday for two years. When he once asked the MD honestly whether he read it, the answer was: "I look at the revenue number and the top customer section. The rest I glance at." Two years of Friday afternoons spent building something that was read for ninety seconds. After Metabase was connected to ERPNext, the MD and regional managers have a shared Metabase dashboard they can open any time. The sales manager no longer sends the Friday report — nobody missed it. He uses Friday afternoons for territory visits now.
A real estate developer in Mumbai was presenting to their board quarterly. In one meeting, a board member asked a simple question: "What is our projected cash position at the end of next month based on scheduled collections?" The CFO did not have the answer in the room — the data was in ERPNext but she would need to run a custom query, export it, and model it in Excel. She promised to send the answer after the meeting. The board member, a private equity partner, made a dry comment about the company's financial visibility. That comment was the trigger for the analytics integration project. After Power BI was connected to ERPNext with a custom cash flow projection model, the CFO's board presentation slides pull live data from Power BI — which pulls from ERPNext — and are always current. The next quarterly meeting, the same board member asked the same type of question. The CFO answered it live from the dashboard on the screen.
A trading company in Muscat was operating in fast-moving commodities where stock positions changed significantly throughout the day. Their procurement team had a daily standup at 9 AM to review what needed to be purchased. The stock report they were looking at in that meeting was generated by the accounts team by running a report in ERPNext at the end of the previous day and sharing it as a PDF. By 9 AM the next day, the numbers were already twelve to eighteen hours old — and for a trading business with multiple inbound shipments daily, that meant the standup was frequently making purchase decisions based on stale data. After Metabase was connected to ERPNext in real-time mode, the 9 AM standup now opens a shared Metabase dashboard that shows stock position as of that morning. Overcautious purchases — buying stock that had already arrived overnight — reduced significantly. Stock holding days improved.
An FMCG company in Kolhapur selling through 120+ distributors had a receivables problem that was hard to see until it became a collection problem. The finance team ran an aging report in ERPNext once a week and shared it with the sales manager. But the sales manager was dealing with one hundred and twenty relationships and a list of overdue invoices in a spreadsheet was hard to act on quickly. By the time the weekly report flagged that a distributor was thirty days overdue, it was often already thirty-five or forty days. After the analytics integration, the regional sales reps have a Metabase dashboard showing their distributor portfolio — with color-coded aging: green for current, yellow for approaching due date, orange for one to fifteen days overdue, and red for fifteen-plus days. They see this every morning without asking anyone. The number of invoices reaching thirty days overdue without a contact from the sales rep dropped by sixty percent.
A private hospital in Pune had a gut feeling that cardiology was their highest-revenue department and that outpatient pharmacy was a drag on margins. When they asked for an ERPNext-to-Power BI analytics integration and we built the department-wise P&L dashboard pulling from HISx and ERPNext, the results surprised everyone. Cardiology was indeed the highest revenue department — but after allocating equipment depreciation, specialist costs, and consumables, the net margin was 14%. The orthopedics department, which everyone considered mid-tier, showed 28% net margin. And pharmacy, which management was considering restructuring, showed 31% contribution margin after cost of medicines. The hospital's next investment decision — expanding orthopedics and pharmacy capacity — was directly informed by the analytics integration. The CFO later said that without the Power BI connection, they would have made the exact opposite decision.
The connector is designed so your BI tool always has fresh ERPNext data — without anyone manually exporting, transforming, or uploading files.
Tell us which BI tool your team uses and what reports your leadership looks at most. We will show you what an ERPNext-connected dashboard looks like for your specific industry.
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