SleekView Charts for Propovoice
Read Propovoice's ndpv_ tables directly and chart leads, deals, invoices, and projects together so a single freelancer board replaces five module screens.
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Propovoice writes the data, charts give the freelancer a dashboard
Propovoice stores its CRM in dedicated ndpv_ tables: leads, deals, estimates, invoices, and projects each have their own table. The admin gives each module its own screen with a basic list and a few inline controls. That is fine for a handful of records and starts to creak the moment a single freelancer has fifteen open deals across eight clients with overlapping estimates and projects.
SleekView Charts treats each ndpv_ table as a chart source. A Number card pins open deal value. A Pie shows deals by stage. A Bar ranks clients by lifetime invoiced amount. An Area plots invoiced revenue per month so slow quarters show up as a flat curve rather than a vague feeling.
One board, gated by capability, replaces the round-trip across five module screens. Filters by date range, owner, or client carry across every chart card, so the freelancer or small agency sees the slice that matters and nothing else.
Workflow
How SleekView Charts reads Propovoice data
Pick the ndpv_ table
ndpv_lead, ndpv_deal, ndpv_estimate, ndpv_invoice, or ndpv_project. The schema picker shows the real columns Propovoice writes to each table.
Add chart cards
Filter once, apply everywhere
Save and share
Sample dashboard
Charts you can build from Propovoice data
Open deal value
ndpv_deal where stage is not Closed Won or Lost, pinned as the pipeline KPI.
Sum(value)
Deals by stage
Count
group by stage
Top clients by invoiced amount
ndpv_invoice so the heavyweight accounts surface without scrolling a list.
Sum(total)
group by client_id
Invoiced revenue per month
Sum(total)
group by issue_date
Comparison
Default Propovoice screens vs SleekView Charts
Default Propovoice module screens
- Each module (leads, deals, invoices, projects) has its own screen with a basic list
- No native chart view for stage mix or invoiced revenue over time
- Cross-module client view (lead history with open deals and AR) is not surfaced
- Deal value totals across stages are not visible as a card
- Trend lines for revenue or new leads require a spreadsheet export
SleekView Charts
- Number cards for open deal value, outstanding AR, and project count
- Pie cards for deals by stage, invoices by status, and projects by phase
- Bar cards ranking clients by lifetime invoiced or deals by owner
- Area cards plotting invoiced revenue or new leads per month
- Same filters as the table view (date range, owner, client) apply to every card
Features
What SleekView Charts gives you for Propovoice
Real columns drive real charts
Charts pull from ndpv_deal, ndpv_invoice, and the rest of the ndpv_ family, so every card uses an actual column. No CSV exports, no spreadsheet pivots.
Filters carry across cards
Set a date range, owner, or client once and every chart card respects it. One saved configuration covers both daily ops and the leadership readout.
One board per role
Capability gating keeps a solo freelancer's board personal and lets a small agency split sales, delivery, and finance into focused dashboards.
Audience
Who builds Propovoice charts dashboards with SleekView
Solo freelancers
One personal board with open deals, outstanding AR, and revenue per month as the weekly check-in.
Small agencies
Split boards per role: sales sees pipeline, project leads see active projects, finance sees AR and invoiced revenue trends.
Consultants
Top-clients bar plus monthly revenue area to spot which accounts are growing and which are quietly shrinking.
The bigger picture
Why Propovoice data deserves a chart view
Propovoice is built for freelancers and small agencies, and its module-per-screen UI matches how a single person works when they have a handful of records. The moment workload grows past that handful, the round trip across five module screens becomes the bottleneck. Most freelancers respond by keeping a parallel spreadsheet that summarises pipeline, AR, and active projects, then forgetting which copy is current.
SleekView Charts reads the same ndpv_ tables Propovoice already writes, surfaces the columns the modules already populate, and lets a small set of cards do the summarising. The plugin keeps owning each module's day-to-day; the chart view finally gives the freelancer or agency a single board they can actually run their week from.
Questions
Common questions about SleekView Charts for Propovoice
Directly from the ndpv_ tables: ndpv_lead, ndpv_deal, ndpv_estimate, ndpv_invoice, and ndpv_project. Chart cards run live queries against the same tables the table view reads.
Yes. Group a Pie card by the stage column on ndpv_deal for stage mix, then add a Bar grouped by owner with Sum on value for owner-by-owner pipeline.
Filter ndpv_invoice to status = unpaid or overdue, then sum the total or due column on a Number card. A Bar grouped by client_id ranks accounts by outstanding balance.
Yes. View-level filters (date range, owner, client, status) apply to every chart card on the dashboard. One saved configuration drives both the triage table and the chart view.
 
Yes. Join across ndpv_lead, ndpv_deal, ndpv_invoice, and ndpv_project on client_id, then chart that client's lead-to-revenue history on one board.
Yes. Aggregations run at the database level using the indexes on each ndpv_ table. For larger agencies, scoping by date or owner keeps queries tight.
 Yes. Each saved view is gated by WordPress capability, so sales, delivery, and finance each get a board scoped to their work without exposing every client.
 No. It supplements them. The module screens remain the editor for individual records. SleekView Charts is for the cross-module dashboards the modules cannot easily express.
 Pricing
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