SleekView Charts for WP ERP Accounting: finance dashboards
WP ERP Accounting stores invoices, bills, payments, journals, and ledgers in a rich set of erp_acct_ tables. SleekView Charts reads those tables directly to render revenue, outstanding balance, payment-method mix, and cash-flow cards on a single WP Admin screen, with no separate BI tool.
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Reporting that uses the WP ERP Accounting schema
WP ERP Accounting maintains a tidy set of finance tables. erp_acct_invoices stores customer invoices with invoice_no, customer_id, trn_date, amount, due, and status. erp_acct_invoice_details holds line items, erp_acct_invoice_receipts stores partial and full payments against invoices, and erp_acct_journals records double-entry ledger movements. Bills and bill payments follow the mirror pattern with erp_acct_bills and erp_acct_bill_payments.
The default WP ERP reports cover P&L and a balance sheet that finance teams need at month-end, but the weekly cash-flow questions live across multiple screens. "How much did we invoice last week and how does that compare?" "What is the outstanding balance across overdue invoices today?" "Which customers and which payment methods drive the bulk of receipts this quarter?" These need ad-hoc aggregation rather than a flat invoice list.
SleekView Charts reads the WP ERP Accounting tables and renders the answers as chart cards. A Number card for invoiced revenue this month, a Donut for invoice status mix, a Bar for top customers by revenue, an Area for daily receipts trend. Cards refresh as WP ERP writes new invoice and payment rows, so the dashboard stays current without a manual rebuild before the weekly finance review.
Workflow
Build the finance dashboard in four steps
Point SleekView at the WP ERP tables
Pick a chart type per question
Set groupBy and aggregation
Save the dashboard view
Sample dashboard
Charts you can build from WP ERP Accounting data
Invoiced revenue this month
Sum(amount)
Invoice status mix
Sum(amount)
group by status
Top customers by revenue
Sum(amount)
group by customer_id
Daily cash receipts
Sum(amount)
group by trn_date
Comparison
Default WP ERP Accounting reports vs SleekView Charts
Default WP ERP reports
- Built-in reports cover P&L and balance sheet but lack a weekly cash dashboard
- No headline KPI for invoiced revenue versus collected revenue at a glance
- Invoice status mix weighted by amount is not visualised as a chart
- Top customers by revenue ranking requires running a separate report manually
- Daily cash-receipts trend across the trailing 30 days is not built into the UI
SleekView Charts
-
Number card summing
amountfromerp_acct_invoicesfor this month -
Donut card splitting status weighted by amount on
erp_acct_invoices - Bar card ranking customers by revenue, joined to the WP ERP customer table
-
Area card plotting daily receipts from
erp_acct_invoice_receipts - Filters scope every card to a customer, date range, or status without per-card config
Features
What SleekView Charts gives you for WP ERP Accounting
Revenue and cash KPIs
Number cards sum erp_acct_invoices for invoiced revenue and erp_acct_invoice_receipts for cash collected. The figures finance owners normally rebuild from monthly reports sit on a single saved WordPress screen.
Outstanding balance visibility
Number and Donut cards sum the due column on erp_acct_invoices filtered to open and overdue status. Outstanding balance and overdue concentration become visible at a glance instead of buried in the invoices list.
Cash-flow trends
Area and Line cards plot daily receipts and daily invoiced amount from the trn_date columns. Useful for spotting collection patterns and identifying the weeks where cash collected falls behind invoiced revenue.
Audience
Who builds WP ERP Accounting dashboards with SleekView
Finance owners
Daily cash-flow dashboard combining revenue, receipts, and outstanding balance. Finance owners catch slow collection weeks the day they happen instead of at month-end when the impact has already landed in the cash position.
Founders and operators
Top-customers and revenue-trend dashboard pinned to WP Admin. Operators see account concentration and pipeline health without bouncing between WP ERP screens or asking finance for a monthly export.
Sales leads
Customer-revenue view pivoting invoices by customer_id. Sales leads compare which accounts drive the bulk of revenue, spot expansion opportunities, and prioritise the next quarter's account-management work.
The bigger picture
Why WP ERP teams need a saved finance dashboard
Finance teams running WP ERP Accounting often live in spreadsheets between month-end closes because the built-in reports are sized for month-end rather than week-by-week cash management. Invoices and receipts land in the erp_acct_ tables in real time, but the weekly questions (what did we invoice, what did we collect, who owes us money) require running reports manually each Monday. SleekView Charts reads the same tables and turns the rows into chart cards a finance owner can read in five seconds.
The headline KPI shows monthly invoiced revenue. The Donut shows the status mix weighted by amount. The Area shows daily receipts.
A slow collection week is visible the day it ends rather than the month after, when the cash position has already shifted. The data was always in WP ERP; the dashboard makes it operational rather than month-end only.
Questions
Common questions about SleekView Charts for WP ERP Accounting
Directly from the tables. SleekView Charts queries erp_acct_invoices, erp_acct_invoice_receipts, erp_acct_bills, and the related ledger tables. That means the dashboard inherits real-time data without depending on WP ERP's report cache or scheduled aggregation jobs that may run only at certain intervals.
Yes. erp_acct_bills and erp_acct_bill_payments mirror the invoice schema for the payables side. Build a Bills card next to the Invoices card on the same dashboard so payables and receivables sit side by side, giving finance a single working-capital view on one WP Admin screen.
Yes. erp_acct_journals records the double-entry ledger movements with ledger_id and amount columns. Group a Bar card by ledger_id and sum amount to chart top ledgers by activity, useful for spotting category-level shifts in spending or revenue across a quarter.
Yes. Aggregations run on the indexed columns WP ERP maintains (invoice_no, customer_id, trn_date, status, amount), so dashboards covering tens of thousands of invoices and receipts render in seconds. The engine paginates and pushes filters into SQL rather than loading rows into PHP.
If your WP ERP install tracks currency per invoice, yes. The dataset exposes the currency column so each Sum card is currency-aware, and per-currency cards or filters keep aggregations clean when the books run across multiple currencies on the same WP ERP install.
Yes. Dashboard-level filters apply to every chart card. Scope the dashboard to a single customer_id via the customer dimension and every chart reflects that account. The same dashboard can then power per-customer drill-down without rebuilding cards from scratch.
Yes. Each chart card exposes its underlying row set, which exports to CSV with the active filters applied. Finance can hand a clean monthly revenue or receipts export to an external auditor or accountant without rebuilding the figures from WP ERP's monthly reports manually.
Yes. WP ERP HRM and WP ERP CRM write into their own erp_hr_ and erp_crm_ tables. The dashboard can chart accounting alongside HRM headcount metrics or CRM lifecycle metrics on a single page so the leadership view spans the full WP ERP suite rather than only the accounting module.
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