SleekView Charts for Freshsales for WordPress
Freshsales for WordPress mirrors lead, contact and deal records into WordPress custom tables on every sync to the Freshsales API. SleekView Charts reads those tables and renders inflow, sync health and pipeline value as chart cards.
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Freshsales is a SaaS, the WordPress plugin writes locally
Freshsales (now Freshworks CRM) is a hosted CRM with a WordPress integration that connects forms and WooCommerce to the Freshsales Leads, Contacts and Deals APIs. To keep the sync robust against retries and webhook updates, the plugin mirrors each pushed record into a WordPress custom table that holds the Freshsales record ID, the owner, the deal stage and amount, the lead score and the latest sync result.
That mirror is the WordPress-side record of the Freshsales integration. The default plugin admin shows the field mapping and a paginated sync log. Useful for triage. Limited for understanding inflow, deal-value distribution or sync health as aggregates. Marketing opens Freshsales for the pipeline view. Integrations ops scrolls the log. Sales ops asks for a number. Three surfaces, one underlying dataset on WordPress.
SleekView Charts reads the Freshsales mirror tables directly. A Number card anchors leads 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 an API outage or a campaign spike becomes a curve everyone can read. One dashboard on WordPress, the SaaS API untouched.
Workflow
Turn Freshsales integration data into a dashboard
Map the Freshsales mirror tables
Compose the chart cards
Save and scope the dashboard
Share or export
Sample dashboard
Charts you can build from Freshsales bridge data
Leads pushed (30 days)
Count
Records by sync status
Count
group by sync_status
Deal value by stage
Sum(amount)
group by deal_stage
Pushes over time
Count
group by pushed_at
Comparison
Default Freshsales plugin vs SleekView Charts
Default Freshsales plugin
- Plugin admin handles connection and mapping, not analytics
- Sync log paginated with no chart or share view
- Deal pipeline shape requires opening the Freshsales SaaS
- Lead inflow trend not surfaced as a time-series on WordPress
- No read-only dashboard URL for non-admin stakeholders
SleekView Charts
- KPI for leads pushed in a rolling window
- Pie split across synced, pending, failed integration records
- Bar of deal value by Freshsales sales stage
- 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 Freshsales for WordPress
Integration data as a dashboard
Render the Freshsales mirror tables as Number, Pie, Bar and Area cards. Sync health, lead 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 lead in Freshsales.
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 Freshsales charts dashboards with SleekView
Integrations ops
Watch sync status share and push volume. A failed-sync spike on the area chart is the first signal of a Freshsales API token rotation or rate-limit hit.
Marketing ops
Trend lead pushes per day against campaign launches. Confirm paid acquisition delivered the lead volume Freshsales reports promised, all from WordPress.
Sales ops
Sum deal value per stage on a bar. Spot pipeline imbalance early without round-tripping to the Freshsales SaaS for every snapshot.
The bigger picture
Why the WordPress side of a SaaS CRM deserves a dashboard
Freshsales is the source of truth for the sales pipeline, but the integration between WordPress and Freshsales is owned by WordPress. When an API token rotates, a rate limit hits or a webhook regresses, the symptoms land in the WordPress mirror tables before they ever land in a Freshsales report. Treating the mirror as a paginated log makes that early-warning data invisible.
Treating it as a dashboard surfaces it. SleekView Charts reads the same tables the plugin already maintains and renders the WordPress side of the Freshsales integration. Inflow becomes a number, sync health becomes a pie, pipeline value becomes a bar.
Freshsales keeps owning the CRM. WordPress owns the integration picture, and the team stops opening two admin surfaces every time a metric question comes up.
Questions
Common questions about SleekView Charts for Freshsales for WordPress
The Freshsales plugin's own custom tables on the WordPress side, populated every time the plugin pushes a lead, contact or deal to the Freshsales REST API. The tables include sync_status, pushed_at, freshsales_id, deal_stage and amount columns the plugin maintains for replay and audit.
No. SleekView Charts reads the WordPress mirror tables only. The Freshsales 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 on a bar to compare lead inflow per form, useful for prioritising which form deserves a refresh and which is silently underperforming.
Yes. If the integration syncs Deals from WooCommerce or another source, the mirror tables include deal_stage, amount and owner_id columns. A bar by stage with a Sum on amount surfaces pipeline value from a single WordPress card.
Yes. A failed sync_status with a 429 or rate-limit error becomes a sub-share of the failed cohort. The pie surfaces it while a separate bar grouped by error type reveals whether rate limits or auth errors dominate the failure mode.
Yes. Freshsales rebranded as part of the Freshworks CRM line, but the API endpoints and plugin storage schema kept the same shape. The same mirror tables back both legacy Freshsales installs and current Freshworks CRM installs, with the cards rendering identically.
Yes. The plugin indexes its mirror tables on sync_status, pushed_at and the external Freshsales record 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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