SleekView Charts for Jetpack CRM
Read directly from wp_zbs_contacts, wp_zbs_transactions, and wp_zbs_invoices, then chart pipeline health, customer status mix, and monthly revenue without bouncing between Jetpack CRM screens.
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Jetpack CRM stores the data, charts give it a dashboard
Jetpack CRM 3.0 keeps contacts in wp_zbs_contacts, transactions in wp_zbs_transactions, invoices in wp_zbs_invoices, and supporting data (tags, segments, custom fields) in matching wp_zbs_ tables. The plugin's admin gives each module its own screen with per-record drill-in, which is fine for editing one contact but slow for answering questions about the whole base.
SleekView Charts treats those tables as a chart source. A Number card pins lifetime revenue from wp_zbs_transactions. A Pie shows contacts by status (lead, customer, lapsed). A Bar ranks customers by lifetime value. An Area card plots invoiced amount per month so a slow quarter shows up as a curve, not a guess.
The dashboard reads the same indexed columns the table view uses, so charts stay fast even on CRMs with tens of thousands of contacts. View-level filters (date range, tag, owner) apply to every chart card, which means one saved configuration covers daily sales triage and the leadership readout.
Workflow
How SleekView Charts reads Jetpack CRM data
Pick the Jetpack CRM tables
wp_zbs_contacts, wp_zbs_transactions, or wp_zbs_invoices as the source and join wp_zbs_customfields for typed custom-field columns. The schema picker shows the real columns Jetpack CRM writes to.
Add chart cards
Filter once, apply everywhere
Save and share
Sample dashboard
Charts you can build from Jetpack CRM data
Lifetime revenue
total across wp_zbs_transactions, scoped to completed transactions.
Sum(total)
Contacts by status
wp_zbs_contacts across Lead, Customer, and Lapsed, with the Donut text variant pinning the total in the centre.
Count
group by status
Top customers by lifetime value
Sum(total)
group by contact_id
Invoiced revenue per month
wp_zbs_invoices, useful for spotting cash-flow trends across a sales cycle.
Sum(total)
group by date_paid
Comparison
Default Jetpack CRM reporting vs SleekView Charts
Default Jetpack CRM dashboards
- Built-in dashboard shows fixed widgets with no custom card configuration
- Lifetime value by contact requires clicking into each record
- No time-series chart for invoiced revenue across months
- Contact status mix is implied by filtered lists, not a chart
- Tag-driven segments cannot be saved as chart filters
SleekView Charts
- Number cards for lifetime revenue and open invoice total
- Pie or Donut cards for contact status mix and tag distribution
- Bar cards ranking customers by lifetime value or transaction count
-
Area or Line cards plotting invoiced revenue per month from
date_paid - Same filters as the table view (tag, status, owner) apply to every card
Features
What SleekView Charts gives you for Jetpack CRM
Real columns drive real charts
Charts pull from wp_zbs_contacts, wp_zbs_transactions, and wp_zbs_invoices, so every card uses an actual column. No CSV exports, no spreadsheet pivots, just the live data Jetpack CRM already collects.
Filters carry across cards
Set a date range, tag, or owner once and every chart card on the dashboard respects it. The same configuration that drives the triage table drives the executive view.
AR and pipeline in one view
Group invoices by status to chart paid, sent, and overdue mix alongside lifetime revenue, so finance and sales share one dashboard instead of two separate screens.
Audience
Who builds Jetpack CRM charts dashboards with SleekView
Sales leads
Contact status mix plus a top-customers bar to show pipeline health without exporting a CSV every Monday.
Finance
Invoiced revenue per month and an open-AR Number card pinned against target, with overdue invoices broken out by tag.
Customer success
Tag-based segment counts and last-transaction trends so account managers see which customers are slipping toward lapsed.
The bigger picture
Why Jetpack CRM data deserves a chart view
Jetpack CRM 3.0 was rebuilt to scale on dedicated tables, and it pays off: the data model is clean, indexed, and ready for real reporting. What the plugin does not ship is a flexible chart layer on top of it. The built-in dashboard widgets answer a fixed set of questions, and anything outside that set means a CSV export and a spreadsheet.
Most teams answer the questions they actually care about (lifetime value by segment, invoiced revenue by month, status mix by tag) outside the CRM, then forget which export is current. SleekView Charts reads the same wp_zbs_ tables Jetpack CRM writes to, surfaces the columns already in the schema, and lets a few chart cards do the summarising. The plugin keeps owning the contact lifecycle, and the chart view finally gives the data a home where leadership can read it without leaving WordPress.
Questions
Common questions about SleekView Charts for Jetpack CRM
Directly from the wp_zbs_ tables: wp_zbs_contacts, wp_zbs_transactions, wp_zbs_invoices, and supporting tables for tags and custom fields. No export, no shadow copy. Chart cards run live queries against the same indexed columns the table view uses.
Yes. Custom fields stored in wp_zbs_customfields can be pivoted into typed columns and used as groupBy targets. That makes it possible to chart a Pie by custom segment, or a Bar by a numeric custom field, without writing SQL.
Group a Pie or Bar card by status on wp_zbs_invoices to see paid, sent, and overdue mix. A Number card on overdue invoices sums the total, and an Area card by date_due shows the AR curve over time.
Yes. The view-level filters (date range, tag, owner, status) apply to every chart card on the dashboard. One saved configuration drives both the table and the chart view, so triage and reporting stay in sync.
Yes. Each saved view is gated by WordPress capability, so sales sees pipeline charts, finance sees AR charts, and customer success sees status-mix charts without exposing each other's slices.
Yes. Chart cards aggregate at the database level using the same indexes the table view uses, so a contacts dashboard remains responsive even at 50k+ records. Heavier aggregations can be scoped by date or tag to keep queries tight.
It supplements it. Jetpack CRM's dashboard is good for quick widgets. SleekView Charts is for configurable, role-scoped chart boards built from the same data, with custom columns, joins, and filters that the default dashboard cannot express.
Yes. A view can join across wp_zbs_ tables (for example, transactions joined to contacts for top-customer bars), so one chart card can answer cross-module questions the standard screens would need three clicks to surface.
Pricing
More than 1000+
happy customers
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