SleekView Charts for WP-CRM System
Read wpcrm_contact, wpcrm_project, and wpcrm_opportunity post types directly, pivot wp_postmeta into typed columns, then chart pipeline health and project status without leaving WP admin.
♾️ Lifetime License available
WP-CRM System stores the data, charts surface the trends
WP-CRM System is WordPress-native: contacts, organizations, projects, opportunities, tasks, and campaigns all live in wp_posts as the wpcrm_contact, wpcrm_organization, wpcrm_project, wpcrm_opportunity, wpcrm_task, and wpcrm_campaign post types. Deal value, due date, owner, and other details live as key/value rows in wp_postmeta. The default list screens show a few fixed columns and a lot of click-throughs.
SleekView Charts pivots that postmeta into typed columns and treats each post type as a chart source. A Number card pins open pipeline value (Sum of deal value on opportunities where stage is not Closed). A Pie shows opportunities by stage. A Bar ranks owners by total pipeline. An Area plots opportunities created per week so a slow lead-gen month shows up as a flat curve.
Filters at the view level (taxonomy, owner, custom-field stage) apply to every card, so one saved configuration covers daily sales triage and the leadership readout without two separate dashboards.
Workflow
How SleekView Charts reads WP-CRM System data
Pick the wpcrm post type
wpcrm_contact, wpcrm_opportunity, wpcrm_project, or any other wpcrm post type as the source. The schema picker pivots wp_postmeta keys into selectable columns.
Add chart cards
Filter once, apply everywhere
Save and share
Sample dashboard
Charts you can build from WP-CRM System data
Open pipeline value
wpcrm_opportunity rows where stage is not Closed.
Sum(deal_value)
Opportunities by stage
Count
group by stage
Pipeline by owner
Sum(deal_value)
group by owner
Opportunities created per week
Count
group by post_date
Comparison
Default WP-CRM System reporting vs SleekView Charts
Default WP-CRM System screens
- List screens show standard WordPress columns with no postmeta surfacing
- Pipeline value totals require exporting and summing manually
- No native chart view for stage mix or opportunities over time
- Owner-by-owner pipeline comparisons mean filtering each list one by one
- Cross-post-type charts (contacts with their open opportunities) are not possible
SleekView Charts
- Number cards for open pipeline value, total contacts, and active projects
- Pie or Donut cards for opportunities by stage and projects by status
- Bar cards ranking owners by pipeline or projects by deal value
- Area or Line cards plotting opportunities or contacts created over time
- Same filters as the table view (taxonomy, owner, stage) apply to every card
Features
What SleekView Charts gives you for WP-CRM System
Postmeta becomes a chart column
Chart cards read pivoted wp_postmeta keys as typed columns, so deal value charts as currency, due date charts as a date axis, and stage charts as a category.
Filters carry across cards
Set a date range, taxonomy, or owner once and every chart card respects it. The same configuration drives the triage table and the leadership board.
Cross-post-type joins
Join opportunities to contacts, or projects to organizations, so a single chart can answer cross-record questions the default lists cannot express.
Audience
Who builds WP-CRM System charts dashboards with SleekView
Sales managers
Pipeline by owner plus weekly opportunity creation to spot loadings and lead-gen gaps before close week.
Consultants and agencies
Project status mix and due-date heatmaps to keep delivery on track across multiple clients.
Leadership
A single executive board with open pipeline value, opportunities per stage, and projects per status as the weekly readout.
The bigger picture
Why WP-CRM System data deserves a chart view
WP-CRM System is the WordPress-native CRM for consultants and small teams that already live in WP admin. Its data model is deliberately simple: post types for entities, postmeta for everything else, taxonomies for stage and category. That simplicity is also why the built-in reporting is limited.
Anything beyond a fixed list view means exporting CSVs and rebuilding pivots in a spreadsheet, which most teams do once and never update. SleekView Charts pivots the postmeta the plugin already writes into typed columns, treats each wpcrm post type as a chart source, and lets a handful of cards do the summarising. The plugin keeps owning the CRM workflow, and the chart view finally gives consultants and small teams a board that matches the work they actually run.
Questions
Common questions about SleekView Charts for WP-CRM System
Directly from the wpcrm post types (wpcrm_contact, wpcrm_opportunity, wpcrm_project, and others) and their wp_postmeta rows. Chart cards run live queries; no export or shadow copy.
Yes. Any meta_key under a wpcrm post type can be pivoted into a typed column (currency, date, text) and used as a chart's groupBy or valueColumn. That is how deal value, due date, and stage chart cleanly.
Group a Pie card by the stage taxonomy (or stage meta) on wpcrm_opportunity to see open mix. A Bar card grouped by owner with Sum on deal_value shows pipeline loadings. An Area on post_date plots opportunities created over time.
Yes. View-level filters (date range, taxonomy, owner, stage) apply to every chart card on the dashboard. One saved configuration drives both the table and the chart view.
Yes. Each saved view is gated by WordPress capability, so a consultant on a single account sees their own projects while leadership sees the firm-wide pipeline board.
Yes. Aggregations run at the database level using indexed post and meta tables. Heavier dashboards can be scoped by date or taxonomy to keep queries tight, even with thousands of opportunities and projects.
No. It supplements them. The default list views stay good for editing a single record. SleekView Charts is for configurable, role-scoped chart boards on top of the data those screens already own.
Yes. A view can join wpcrm_opportunity to wpcrm_contact via the meta-stored contact ID, so a chart can rank contacts by total opportunity value or count open opportunities per contact directly.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkout