SleekView Charts for Tally
Tally hosts the form canvas in its cloud, but SleekView caches responses locally in wp_sleekview_tally_cache. SleekView Charts pivots those rows into a per-form donut, a daily cadence area, and a top-answer bar on one screen.
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Form responses as a dashboard
Tally is loved for being free, fast, and clean. Type a form, embed it, done. The trade-off is the same one Typeform has at scale, responses live at tally.so, and any workflow that needs them next to WordPress data ends up in CSV exports or Zapier-glued spreadsheets. The native Tally inbox is fine for low volume, awkward once forms run across onboarding, NPS, applications, and lead capture on the same site.
SleekView pulls submissions through Tally's API on a schedule, caches them in wp_sleekview_tally_cache keyed by form ID and submission ID, and exposes hidden fields, per-question answers, and metadata as proper columns. That cache is the dataset most editorial teams chart.
SleekView Charts reads the cache table and renders four cards on one dashboard. Total submissions this month as a number, submissions per form as a donut, daily submission cadence as an area, and top answers for a target question as a bar. The cross-form insight Tally Pro reporting charges for, on a local table you already maintain.
Workflow
From the Tally cache to a response dashboard
Read the local cache
Pick the chart cards
Filter by hidden field
Refresh from API or webhook
Sample dashboard
Charts you can build from Tally data
Submissions this month
Count
Submissions per form
Count
group by form_id
Submissions per day
Count
group by submitted_date
Top plan answers
Count
group by plan_answer
Comparison
Default Tally reporting vs SleekView Charts
Tally web UI
- Submissions live at tally.so, outside the WP Admin session
- Cross-form aggregate charts lean on Tally Pro reporting
- Hidden-field cohort charts are not part of the Tally inbox
- Local triage state cannot be combined with response charts
- Daily cadence over time is not surfaced as a native chart
SleekView Charts
- Total submissions this month as a single KPI card
- Submissions per form rendered as a donut chart
- Daily submission cadence plotted as an area chart
- Top answers for a target question shown as a bar chart
- All cards refresh from the local Tally cache table
Features
What SleekView Charts gives you for Tally (embedded)
Per-form mix
Donut card showing the share of submissions across the Tally forms embedded on the site. The mix that drives which forms get refreshed first and which get archived.
Daily cadence
Submission counts per day as an area chart. Campaign sends correlate with spikes; quiet days flag opportunities for promotion or content refreshes.
Top-answer ranking
Top responses to a target question rendered as a horizontal bar. The product-fit chart, the audience-size chart, or the plan-preference chart depending on the form.
Audience
Who builds Tally charts dashboards with SleekView
Waitlist and launch ops
Plan-answer bar and per-form donut on one screen. The dashboard the founders open before the launch to see which plan most signups picked.
Support leads
Daily-cadence area and top-answer bar for bug-report forms. The view that highlights spikes in specific failure categories without a cloud login.
Product feedback
Top-answer bar for the category question on the feedback form. The monthly review chart that drives the roadmap conversation.
The bigger picture
Why Tally needs a local chart layer
Tally is excellent at the bit it owns, a clean form-builder UI, a clean fill experience, and free pricing that does not get in the way. The cost of that focus is that everything past the inbox lives outside Tally. There is no native CRM, no native ticketing, and no cross-form aggregate dashboard without paying for Tally Pro reporting.
Sites that embed Tally for waitlists, feedback, bug reports, and event signups end up flipping between tally.so and WP Admin plus probably a Sheet to keep cross-form totals. SleekView caches the responses locally and turns hidden fields into join keys; SleekView Charts takes that same local cache and renders the aggregate view. The donut shows the per-form mix.
The area shows daily cadence. The bar shows the top-answer ranking. The number anchors the month.
The cross-form insight that Tally Pro charges for, on data you already cache.
Questions
Common questions about SleekView Charts for Tally (embedded)
Tally's API access depends on plan. Where the API is available, SleekView polls it; where it is not, the integration falls back to webhook ingestion. Both paths populate the same local cache, so the chart layer works either way.
No. The chart layer reads the local cache populated by SleekView's polling or webhook ingestion. Tally API calls happen on the cache-refresh schedule, not on every chart render.
Yes. Hidden fields surfaced as columns can group any chart card. Group the donut by UTM source for campaign attribution; group by the hidden WP user ID for cohort analysis joined to wp_users.
Partial submissions are captured if Tally's partials feature is enabled and the API or webhook surfaces them. They appear in the cache as their own state and can be filtered into or out of any chart.
Yes. Each card supports a filter on form_id. The launch team scopes the dashboard to the waitlist form; the support team scopes to bug-report; the marketing team scopes to lead-capture. The same dataset renders different dashboards.
Charts read the local cache on each render. Cache refresh follows the configured cadence (API poll on a schedule, or webhook for near-real-time). The dashboard reflects the latest cached state every load.
Payment-enabled Tally forms surface payment status, amount, and currency in the submission payload. Those become chartable fields in the cache, so revenue per form as an area or a number is one card away.
Yes. CSV export honors current sort and filter. The cross-form summary ships in monthly reports without re-querying Tally or rebuilding the joins in a spreadsheet.
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