SleekView Charts for Agile CRM for WordPress
Agile CRM for WordPress mirrors contact, tag and deal records into WordPress custom tables when forms and integrations sync to Agile CRM. SleekView Charts reads those tables and renders sync health, tag coverage and deal value as chart cards.
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Agile CRM is a SaaS, the WordPress integration writes locally
Agile CRM is a hosted CRM with a WordPress plugin that connects forms (Contact Form 7, Gravity Forms, WPForms, Elementor) and WooCommerce to Agile's Contacts, Tags and Deals APIs. To keep that sync robust, the plugin mirrors each pushed contact and deal into a WordPress custom table with the Agile CRM contact ID, the applied tags, the deal stage and value, and the result of the latest API call.
The plugin's own admin shows the connection settings, the field mapping and a basic log. None of that surfaces "how many contacts did the integration push this week", "what share of pushes failed" or "how is deal value distributed across stages" as a chart. Marketing has to open Agile CRM. Integrations ops has to scroll the log. Sales ops has to ask one of them for a number.
SleekView Charts reads the WordPress-side mirror tables directly. A Number card anchors contacts pushed in the period. A Pie splits records by sync status. A Bar groups deals by stage with a value-sum on amount. An Area trends pushes per day so a campaign spike or a webhook outage becomes a curve everyone can read. One dashboard on WordPress, the SaaS untouched.
Workflow
Turn Agile CRM integration data into a dashboard
Map the Agile CRM mirror tables
Compose the chart cards
Save and scope the dashboard
Share or export
Sample dashboard
Charts you can build from Agile CRM bridge data
Contacts pushed (30 days)
Count
Records by sync status
Count
group by sync_status
Deal value by stage
Sum(deal_value)
group by deal_stage
Pushes over time
Count
group by pushed_at
Comparison
Default Agile CRM plugin vs SleekView Charts
Default Agile CRM plugin
- Plugin admin focuses on connection and field mapping, not analytics
- Sync log paginated with no chart layer or share view
- Deal pipeline shape requires opening the Agile CRM SaaS
- Contact inflow trend not surfaced as a time-series on WordPress
- No read-only dashboard URL for non-admin stakeholders
SleekView Charts
- KPI for contacts pushed in a rolling window
- Pie split across synced, pending, failed integration records
- Bar of deal value by Agile CRM milestone
- Area trend of pushes per day to catch outages and inflow peaks
- Filters carry between integration table view and chart cards
Features
What SleekView Charts gives you for Agile CRM for WordPress
Integration data as a dashboard
Render the Agile CRM mirror tables as Number, Pie, Bar and Area cards. Sync health, contact inflow and deal value live on one WordPress screen.
Sync failures as a KPI
A first-class number for failed pushes. Integrations sees the failed share growing before sales reports a missing contact in Agile CRM.
Share a read-only snapshot
Send sales or marketing a URL of the WordPress-side integration dashboard, or export the failed-sync cohort for a remediation sprint.
Audience
Who builds Agile CRM charts dashboards with SleekView
Integrations ops
Watch sync status share and push volume. A failed spike on the area chart is the first signal of an Agile CRM API key rotation or rate-limit hit.
Marketing ops
Trend contact pushes per day against campaign launches. Confirm paid acquisition delivered the contact volume Agile CRM reports promised, all from WordPress.
Sales ops
Sum deal value per milestone on a bar. Spot pipeline imbalance early, without flipping to the Agile CRM SaaS for a snapshot.
The bigger picture
Why the WordPress side of a SaaS CRM needs a dashboard
Agile CRM lives in the cloud, which usually means the team checks its dashboards in a SaaS tab and treats WordPress as a pass-through. That arrangement works until something breaks on the WordPress side, and then the lack of a WordPress-side view becomes painful. Pushes silently fail, contacts drift out of sync, deals never reach Agile CRM, and the symptoms only surface when sales notices something missing.
The integration plugin already mirrors every push into custom WordPress tables for replay and audit, so the data is local and queryable. SleekView Charts simply renders it as a dashboard the team can read in seconds. Inflow becomes a number, sync health becomes a pie, pipeline value becomes a bar.
The SaaS keeps owning the CRM. WordPress owns the integration picture, and the team stops opening two surfaces for every operational question.
Questions
Common questions about SleekView Charts for Agile CRM for WordPress
The Agile CRM plugin's own custom tables on the WordPress side, populated every time the plugin pushes a contact or deal to the Agile CRM REST API. The tables typically include sync_status, pushed_at, contact_id, deal_stage and deal_value columns the plugin maintains for replay and audit.
No. SleekView Charts reads the WordPress mirror tables only. The Agile CRM REST API stays untouched by the dashboard, leaving the integration plugin as the sole writer to the SaaS side.
Yes. The mirror tables typically include the originating form ID or source identifier. Group by form_id to compare contact inflow per form, useful for prioritising which capture surface deserves a refresh or which is silently broken.
Yes. If the Agile CRM integration syncs Deals from WooCommerce or another source, the mirror tables include deal_stage, deal_value and assigned_to columns. A bar by stage with a Sum on value shows pipeline shape and value from a single WordPress card.
Yes. A failed sync_status with a 429 or rate-limit-related error becomes a sub-share of the failed cohort. The pie surfaces the share while a separate bar grouped by error type reveals whether rate limits or auth errors are the dominant failure mode.
Yes. The plugin writes the same mirror tables regardless of which Agile CRM plan the connected account is on. The dashboard cards do not depend on a specific Agile CRM feature beyond what the integration plugin already supports.
Yes. The integration plugin indexes its mirror tables on sync_status, pushed_at and the external Agile CRM contact ID. SleekView Charts uses those indexes for the group-by queries the cards run, so even high-volume sites render the dashboard quickly.
Yes. Each saved dashboard is scoped by WordPress capability. Sales ops sees deal-value cards, marketing sees inflow cards, integrations ops sees the sync-health cards, with each role saving filter presets independently.
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