SleekView Charts for Salesflare for WordPress
SleekView Charts reads the local form-submission cache the Salesflare WordPress connector writes, and renders submissions, sync status, account tag and source page as Number, Pie, Bar and Area cards instead of a flat sync log.
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Accounts live in Salesflare. The bridge needs its own picture.
Salesflare's CRM is in the cloud. Accounts, contacts, pipelines and the workflow timeline are owned there, and that is the right place for them. The WordPress side captures form submissions through the connector, tracks page visits if tracking is enabled and stores sync state per row in a local cache. The default Salesflare WordPress UI presents that data as a per-form log, fine for spot reads and inadequate as an aggregate view.
SleekView Charts reads the same local cache directly. A Number card counts submissions captured this week. A Pie splits sync status across synced, pending and failed. A Bar groups submissions by source page so marketing leads see which pages produce real intake. An Area trends captures over time so a campaign push can be evaluated against a baseline rather than a feeling.
The scope is honest. SleekView does not duplicate Salesflare's pipeline, account scoring or workflow stages, all of which belong in Salesflare and would only drift if mirrored. It charts the WordPress-side cache, which is where bridge health, lead-source quality and intake trends actually live.
Workflow
Turn the Salesflare sync cache into a dashboard
Read the sync cache
Compose the chart cards
Save and scope the dashboard
Share or export
Sample dashboard
Charts you can build from Salesflare for WordPress data
Submissions this week
Count
Sync status split
Count
group by sync_status
Submissions by form
Count
group by form_name
Captures per day
Count
group by submitted_at
Comparison
Default Salesflare for WordPress UI vs SleekView Charts
Default Salesflare for WordPress UI
- Sync log is a flat per-form list, not an aggregate view
- No KPI for submissions captured in a rolling window
- Cannot split sync status across synced, pending and failed visually
- No form-by-form breakdown of which forms produce real intake
- No time series of capture rate to evaluate campaigns against
SleekView Charts
- KPI card for submissions captured this week
- Pie of sync status across synced, pending and failed
- Bar of submissions per form for marketing accountability
- Line trend of capture rate to spot stalls and evaluate pushes
- Honest scope: charts the WordPress bridge, not Salesflare's accounts
Features
What SleekView Charts gives you for Salesflare for WordPress
Dashboard, not just a list
Render the connector's local cache as Number, Pie, Bar and Line cards so marketing and ops see the shape of intake, not just the latest row.
Filters span table and chart
Filter to failed syncs in the chart view and the audit table stays in sync. Same dataset, same cache columns, two surfaces.
Honest scope
Salesflare's accounts and pipelines stay in Salesflare. SleekView charts the WordPress-side cache, which is where bridge health and lead-source quality live.
Audience
Who builds Salesflare for WordPress charts dashboards with SleekView
Marketing leads
Watch the weekly capture KPI, the per-form split and a daily trend. Campaign reviews land on a measurable intake number rather than a vibe.
Sync troubleshooters
Scope the dashboard to sync_status = failed and triage which submissions never reached Salesflare after a token expiry, a rate-limit event or a cloud-side outage.
Support agents
When a prospect says "I just submitted your form," support find the row in seconds, see the sync state and use the stored salesflare_contact_id to open the cloud record.
The bigger picture
Why a quiet bridge stall costs a week of leads
The Salesflare cloud keeps running even when the WordPress bridge stops, which is exactly what makes a bridge stall expensive. The dashboards in Salesflare still update from any source that is sending, the salesperson assigned to a pipeline still works the deals they have, and meanwhile WordPress quietly drops every new submission into the failed-sync bucket. A weekly KPI of captures makes a stall obvious within a day.
A pie of sync status flips the moment failures begin. A bar of submissions per form exposes that the highest-traffic form has been silently broken since the last token refresh. Same connector, same Salesflare account, completely different operational posture once the bridge has its own picture instead of a per-form list.
Questions
Common questions about SleekView Charts for Salesflare for WordPress
Only the WordPress-side cache the Salesflare connector already writes: form-submission rows with timestamp, form name, email, sync_status, salesflare_account_id, salesflare_contact_id and source page. Salesflare's cloud CRM is not duplicated.
No. Accounts, contacts, pipelines and workflows stay in Salesflare, which is the right tool for them. SleekView Charts covers the WordPress half of the integration: what was submitted, when, from where and whether it reached the cloud.
No, by design. Pipeline state and workflow steps live in Salesflare's cloud and Salesflare's own reports are the right surface for them. Mirroring that data into WordPress would create a stale duplicate that drifts after every workflow tweak.
Yes. The table view and chart view share one dataset, so a filter for a single form, a date window or sync_status = failed applies to both. Marketing and ops pivot between row-level audit and aggregate summary without rebuilding the filter.
Yes. Group by submitted_at with an Area or Line card and pick a Count aggregation to see captures per day or week. Useful for evaluating campaigns and for spotting a quiet stall in the bridge early.
Yes. Add a filter for form_name and the whole dashboard, including the KPI, pie, bar and trend, narrows to that form only. Each high-traffic form can have its own scoped dashboard alongside the global one.
Yes. Any filtered set behind a chart card exports as CSV with the same columns the table view would show. Compliance teams use it to archive intake data and marketing reconciles it against Salesflare reports when counts diverge.
If the connector's local cache is purged, the charts go empty for that data and there is no fake reconstruction. The WordPress cache is treated as the source of truth for what WordPress has seen, with a regular CSV export keeping a longer archive when needed.
Pricing
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