SleekView Charts for Charitable
Read the Charitable donation and campaign CPTs directly, with donor email, gateway, and recurring status pivoted from postmeta. Compose chart cards into the fundraising dashboard small nonprofits keep rebuilding.
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Donation dashboard from the post and meta you already have
Charitable takes the WordPress-native route: donations and campaigns are custom post types, and the interesting fields, donor email, campaign ID, gateway, fee, recurring status, live in postmeta. The default reports tab gives total raised and a basic graph, but the dashboard a small nonprofit team actually opens on a giving day, weekly total, top campaigns, gateway mix for reconciliation, failed-payment count, lives in the postmeta and never makes it to one screen.
SleekView Charts pivots the postmeta into chart-ready columns and aggregates on the post_date, post_status, and indexed meta keys. Total raised is a Number card. Daily trend is an area. Top campaigns ranked by sum of donation amount become a horizontal bar. Gateway split (Stripe, PayPal, offline) is a donut for reconciliation. Same data the default Charitable reports use, composed into the dashboard the team is already building in a spreadsheet.
The Charts view shares filters with the Table view on the donation dataset. Scope once to a campaign or a date range, the chart dashboard reflects it. Nonprofit operators, donor stewards, and support each get a saved dashboard for their cadence, no more URL-hacking between separate reports.
Workflow
From Charitable postmeta to a working dashboard
Connect to donations
Promote postmeta to columns
Compose four cards
Save per workflow
Sample dashboard
Charts you can build from Charitable data
Total raised (30d)
Sum(donation_amount)
Daily donations
Sum(donation_amount)
group by post_date
Top campaigns
Sum(donation_amount)
group by campaign_id
Gateway split
Count
group by gateway
Comparison
Default Charitable reporting vs SleekView Charts
Default Charitable reports
- Built-in reports give total raised and a basic graph, no composable dashboard
- Campaign-by-campaign ranking isn't surfaced as a chart on the same screen as totals
- Gateway split for reconciliation requires exporting to a spreadsheet
- Recurring-donation status mix isn't a chart
- Reports don't share filters with the donation list, so chart and rows can drift
SleekView Charts
- Pivot Charitable postmeta (gateway, campaign, recurring status) into chart-ready columns
- Number, Area, Bar, and Pie cards compose on the same donation dataset
- Top-campaign bar ranks fundraising forms by total raised in one card
- Charts view shares filters with the Table view so dashboard and rows always agree
- Save dashboards per role: ops, stewardship, finance
Features
What SleekView Charts gives you for Charitable
Giving-day overview
Total raised Number card and daily area trend at the top of the dashboard. The fundraising lead watches the giving-day progress visually without refreshing the donation list.
Campaign ranking
Horizontal bar on campaign_id with sum of donation_amount. Useful for spotting which campaigns are carrying the month and where to direct stewardship calls.
Gateway reconciliation
Donut on gateway counts plus a Number card on Stripe-versus-PayPal sums. End-of-month reconciliation against the processor reports starts from a visual baseline.
Audience
Who builds Charitable charts dashboards with SleekView
Nonprofit operators
Live giving-day dashboard with total, daily trend, and top campaigns. The Monday morning fundraising review becomes a one-click load instead of a spreadsheet pass.
Donor stewards
Per-donor LTV bar and recurring-status donut. Major donors and at-risk recurring donors surface visually, ready for outreach without exporting CSVs.
Finance
Gateway mix donut and refund-trend area. The end-of-month reconciliation gets a visual baseline against the Stripe and PayPal reports before the bookkeeping pass.
The bigger picture
Why small nonprofits need a real donation dashboard
Small nonprofit teams run lean and recurring. The same questions come up every week: total raised, which campaign is carrying it, which gateway needs reconciling, which donors need stewardship. Charitable captures the data correctly through its CPT-plus-meta model, but the default reports tab surfaces it as headline graphs without composition.
The team's coping mechanism is usually a spreadsheet exported every Monday, which is stale by Tuesday and rebuilt by Wednesday. A real dashboard with composable cards reading the same posts and meta means the recurring review takes a glance instead of a rebuild. The data was always there in the postmeta; the dashboard layer is what the team needed and never had.
Questions
Common questions about SleekView Charts for Charitable
No. The reports tab stays for headline numbers and the campaign-progress widget. SleekView Charts is the dashboard layer for cross-cutting and role-scoped views like a campaign-ranking bar next to a gateway donut on the same screen with the same filter.
 Postmeta keys registered by Charitable for donations (donor_email, campaign_id, gateway, fee_amount, recurring status) appear in the column picker. Promote a key to a column once and it becomes available for chart cards, table columns, filters, and saved views.
 Yes. SleekView reads the canonical donation posts and postmeta values that Charitable uses for its own reports. Same source means same numbers across both screens: total raised, campaign progress, donation count, gateway-by-gateway sums.
 Yes, with the Charitable Recurring add-on active. Recurring status, frequency, and next-renewal date promote from postmeta to columns and power a recurring-status donut and a renewal-trend area chart. Useful for stewardship cadences and for spotting failed-payment patterns.
 Yes. Add-ons that store donation data as postmeta (fee coverage, receipt status, tax-deductible flag) surface as columns once promoted. Build a chart on fee coverage rate or receipt-sent rate as needed for stewardship reporting or compliance reviews.
 Yes. Filter the dataset by campaign_id and the dashboard reflects that scope across all cards. Useful for campaign leads who want their own dashboard rather than a combined view across the nonprofit's portfolio of programs and campaigns.
 
All chart work happens inside wp-admin with server-side pagination and aggregation against indexed columns. Donation forms and the public campaign pages are unaffected. Even modest hosting plans render four- and five-card dashboards in well under a second.
Yes. Each card's underlying dataset exports as CSV with the columns and filters configured. Useful for grant reporting, board presentations, and quarterly stewardship reviews where stakeholders want the raw numbers behind the charts.
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