SleekView Charts for Calculated Fields Form
Calculated Fields Form already stores submissions with calculated totals and payment status. SleekView Charts groups that data into number, pie, bar, and area cards so finance teams see paid versus unpaid, calculator revenue, and refund trends without exporting CSVs.
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Calculator submissions as a finance dashboard
Calculated Fields Form is unusual among form plugins because every submission carries a calculated total and a payment status. PayPal, Stripe, and RedSys flip status from Unpaid to Paid when the gateway confirms. The entries screen lists rows, but it does not visualize the revenue mix or the refund rate.
SleekView Charts reads the same entries SleekView's table view reads and groups them into chart cards. A Number card sums total revenue across all calculators this month. A Pie shows the share of paid, unpaid, and refunded entries. A Bar ranks calculators by total revenue so finance sees which form drives the pipeline. An Area card plots paid revenue per day so trends and dips become visible at a glance.
The same data path the table view uses backs the charts, so payment confirmations from the gateway flow into the dashboard automatically. No new tracking, no separate database, no reporting plugin layered on top.
Workflow
From entries to a revenue dashboard
Read calculator entries
Pick groupings and aggregations
Compose the dashboard
Share with finance
Sample dashboard
Charts you can build from Calculated Fields Form data
Total revenue (paid)
Sum(total)
Payment status share
Count
group by payment_status
Revenue by calculator
Sum(total)
group by form_id
Paid revenue per day
Sum(total)
group by date_created
Comparison
Default Calculated Fields Form reporting vs SleekView Charts
Default Calculated Fields Form admin
- Entries screen lists rows without revenue aggregation
- No chart of paid versus unpaid versus refunded
- No per-calculator revenue ranking in the UI
- Daily revenue trends require CSV export and spreadsheet work
- Finance reconciliation against gateway reports is a manual exercise
SleekView Charts
- Number card sums total paid revenue across all calculators
- Donut splits payment status for instant refund-rate read
- Bar ranks calculators so revenue drivers are obvious
- Area card plots daily revenue trends from existing entry data
- Dashboards save as named views per role
Features
What SleekView Charts gives you for Calculated Fields Form
Revenue at a glance
A single Number card totals paid revenue this month. Pair it with the Area trend and finance has the headline plus the shape in one screen.
Refund-rate visibility
The payment-status Donut surfaces refunded share immediately. If the refund slice grows, finance investigates the underlying calculator or gateway.
Calculator ranking
Horizontal bar of revenue per calculator shows which form drives the pipeline. Low performers get conversion attention or get retired.
Audience
Who builds Calculated Fields Form charts dashboards with SleekView
Finance teams
Daily revenue, payment-status mix, and refund rate on one screen. Reconciliation against gateway reports becomes a quick visual check.
Founders running quote calculators
Spot which calculator earns the most and where unpaid backlogs build up. A weekly glance replaces a weekly spreadsheet.
Marketing teams running campaigns
Compare daily paid revenue against campaign dates to read the impact of each push. The area chart makes the lift obvious.
The bigger picture
Why calculator revenue belongs on a dashboard
Calculated Fields Form sits on the seam between forms and payments, which makes its entries inherently financial data. Treating that data as a flat list is the wrong abstraction. A loan calculator that produces twenty paid quotes a week and a workshop form that takes a deposit each weekday both deserve a number, a trend, and a status mix on a finance dashboard.
The table view shows the rows; the charts view shows the picture. Together they cover daily reconciliation, weekly review, and monthly close without exporting a single CSV. The plugin keeps doing the calculation and the payment work, SleekView just turns the resulting entries into a reporting surface that matches how finance, founders, and marketing actually look at revenue.
Questions
Common questions about SleekView Charts for Calculated Fields Form
From the same entries Calculated Fields Form already writes to WordPress storage. Each entry carries a calculated total and a payment status. SleekView Charts groups and aggregates those fields without creating any parallel data, so what you see on the dashboard exactly matches what the entries screen shows.
Yes. SleekView Charts treats every calculator on the site as part of one entry set. A Bar card grouped by form_id ranks them by revenue or by count. A Number card across all forms gives the headline, and a per-form view scopes the dashboard to a single calculator when finance needs that detail.
Yes. The same filters that scope SleekView's table view scope the charts dashboard. A Paid-only filter changes the Number card to paid revenue, the Area trend to paid daily revenue, and the Bar to paid per calculator. Refunded-only and Unpaid-only views surface their own dashboards for different roles.
No. SleekView Charts reads entry data, it does not touch the gateway flow. PayPal, Stripe, and RedSys webhooks continue to update payment status the way the plugin handles them, and the dashboard reflects the updated status on the next refresh.
Yes when the gateway is stored on the entry. Group an Area or Bar card by the gateway field to compare PayPal, Stripe, and RedSys side by side. Useful when a gateway has an outage and the dip needs to be quantified.
The dashboard is read-only by default. Charts read entry data and aggregate it; they do not write status changes. Refund processing still happens through the gateway and the entry status flips when the webhook confirms, exactly as before.
Yes. Any chart's underlying data can export to CSV. The aggregated values export with the same grouping the chart uses, so finance gets a clean per-calculator or per-day table for accounting handoffs without rebuilding the query.
The dashboard reflects the new totals on the next refresh because aggregation runs over the current entry set. Soft-delete (status flipped to refunded or void) keeps the row in the data and counted in the refunded slice. Hard delete removes it entirely from every aggregate, which is the same behavior as the entries screen.
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