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Operational intelligence

See what changed, why it matters and who owns the next action.

Dashboards, workbooks and governed assistance are built around traceable operating records, explicit access and a route back into the authorised workflow.

Role-specific dashboardsException worklistsTraceable source contextHuman-authorised assistance

Actual application interface from the official module documentation; final configuration and scope are confirmed per deployment.

Discuss your scope
Analysis applicationBusiness dashboard
Frappe Insights dashboard with charts, filters and detailed records
Actual application interface from the official documentation. View source · CC BY-SA.

From report to responsibility

Different decisions need different operating views.

Dashboards are designed for an accountable role and a defined cadence, not as a wall of undifferentiated charts.

Executive operating view

Connect cash, demand, delivery, material and close signals across the business.

  • Orders and fulfilment exposure
  • Receivables and cash position
  • Material and production exceptions
  • Approval workload
  • Project or branch contribution
  • Close readiness

Functional workbenches

Give each team the measures, queues and drill-downs required for daily control.

  • Sales pipeline and conversion
  • Procurement and supplier action
  • Warehouse availability
  • Production progress and loss
  • Attendance and payroll readiness
  • Service response and resolution

Governed assistance

Use AI where it can reduce review effort without becoming the authority for the transaction.

  • Permitted operational enquiry
  • Document extraction for review
  • Reconciliation suggestions
  • Exception and ageing summaries
  • Draft communication
  • Source-linked explanation

Authority remains explicit

Assistance ends where approval, posting or business judgement begins.

Every assisted flow identifies its allowed context, sources, reviewer and disabled or unavailable path.

01

Retrieve

Use only the records and fields permitted for the signed-in role and declared task.

Access policy
02

Explain

Show the source records, assumptions and missing context behind a summary or suggestion.

Assistance layer
03

Review

Present the proposed output to the responsible operator without changing the source transaction.

Business user
04

Authorise

Complete the action through the normal permission, workflow and posting controls.

Authorised role
05

Observe

Retain the outcome and monitor quality, exceptions and adoption against the approved use case.

Process owner

Foundation and attribution

Open foundations. Swaves delivery accountability.

Swaves ERP solutions may use and extend established open-source business platforms, including the ERPNext and Frappe ecosystem, alongside Swaves configuration, integration and managed services. Capabilities and interface patterns shown here are referenced against current published module documentation. ERPNext and Frappe are trademarks of their respective owner. Swaves does not claim partner certification, endorsement or ownership of upstream products.

Start with the operating model

Bring the process that is losing control first.

Discuss your ERP scope
Current companies, sites and systemsUsers, roles and approval authorityPriority process and known exceptionsMigration, statutory and integration requirements