✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

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.

♾️ Lifetime License available

SleekView Charts dashboard for Charitable

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

1

Connect to donations

SleekView reads the Charitable donation CPT and pivots its postmeta into columns. The Charts and Table views share the dataset and the filters.
2

Promote postmeta to columns

Donor email, campaign ID, gateway, fee, and recurring status promote from postmeta into named columns ready for chart cards. Once promoted, they behave like any indexed column.
3

Compose four cards

Number card on total raised, area on post_date for daily trend, horizontal bar on campaign_id for top campaigns, donut on gateway for reconciliation. The dashboard answers the recurring weekly questions in one load.
4

Save per workflow

Ops gets the giving-day dashboard, stewardship gets recurring-status and per-donor LTV, finance gets gateway and refund views. Each view captures cards, filters, and layout.

Sample dashboard

Charts you can build from Charitable data

Four cards covering total raised, daily trend, top campaigns, and gateway split, all from the Charitable donation post type and its postmeta.
Number · Default

Total raised (30d)

Single-number KPI summing donation_amount across completed donations in the current filter window. The headline figure for the weekly review.
Sum(donation_amount)
Area · Gradient

Daily donations

Daily donation trend grouped by the Charitable donation post_date. Visualises campaign launches and giving-day spikes without leaving wp-admin.
Sum(donation_amount) group by post_date
Bar · Horizontal

Top campaigns

Horizontal bar ranking Charitable campaigns by total raised. Surfaces which campaign is carrying the month and which needs a stewardship push.
Sum(donation_amount) group by campaign_id
Pie · Donut

Gateway split

Donut showing Stripe, PayPal, and offline donations by count. Useful for the end-of-month reconciliation against the payment-processor reports.
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.

 

Pricing

More than 1000+
happy customers

Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.

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  • 1 year of updates
  • 1 year of support

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