SleekView Charts for WP ERP CRM Module: contact and deal dashboards
WP ERP stores contacts and companies in erp_peoples, custom fields in erp_peoplemeta, and every email, note, and log entry in erp_crm_customer_activities. SleekView Charts reads those tables and groups records by lifecycle, owner, or source on one screen.
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Reporting that follows the WP ERP CRM schema
WP ERP keeps its CRM data in a focused custom schema. erp_peoples stores every contact, company, and customer with first name, last name, email, phone, and a type column that separates them. erp_peoplemeta holds custom fields including life_stage, source, and contact_owner. erp_crm_contact_group manages list membership, and erp_crm_customer_activities records every email, log, meeting, task, and note tied to a contact.
The default WP ERP CRM screens are competent for opening a single contact and reading its timeline, but the cross-cutting weekly questions live elsewhere. "How many leads moved from Subscriber to Customer this month?" "Which sources produce the most opportunities by owner?" "What does activity volume look like across the last 90 days?" These need ad-hoc filtering, not a saved dashboard for Monday morning.
SleekView Charts maps the WP ERP tables to chart cards so the recurring questions become one screen. A Number card counts active customers, a Donut splits lifecycle stage, a Bar ranks contact owners by deal count, an Area plots new contacts per day. Cards refresh as WP ERP writes new rows, so the dashboard stays current without a manual rebuild between sync meetings.
Workflow
Build a WP ERP CRM dashboard in four steps
Map the WP ERP CRM tables
Choose a chart type per question
Set groupBy and aggregation
Save and pin the dashboard
Sample dashboard
Charts you can build from WP ERP CRM data
Active customers KPI card
Count
Lifecycle stage mix breakdown
Count
group by life_stage
Top contact sources by volume
Count
group by source
New contacts per day
Count
group by created
Comparison
Default WP ERP CRM reporting vs SleekView Charts
Default WP ERP CRM reports
- Reporting screens focus on per-contact timelines, not list-wide weekly trends
- No cross-tab dashboard combining lifecycle mix, source attribution, and activity volume
- Source and owner breakdowns require running individual saved searches one by one
- Time-series charts of new contacts by source are not built into the default CRM screens
- Custom-meta values from erp_peoplemeta are not surfaced as chart dimensions on a board
SleekView Charts
-
One dashboard combining
erp_peoples,erp_peoplemeta, and activities - Donut and Bar cards for lifecycle and source distribution across the full contact base
- Area and Line cards for contact-creation velocity and activity trends per owner
-
Custom-meta values from
erp_peoplemetausable as chart groupBy dimensions - Cards refresh as WP ERP writes new rows, so the board never goes stale between syncs
Features
What SleekView Charts gives you for WP ERP CRM Module
Pipeline KPI cards
Total active customers, opportunities this week, activities logged this month: Number cards surface the figures sales teams normally rebuild in spreadsheets every Monday before the pipeline review.
Lifecycle and source distribution
Donut and Bar cards render the lifecycle stage mix and the top contact sources, so funnel-health and acquisition-channel questions answer themselves at a glance instead of requiring saved-search drill-down per stage.
Contact and activity trends
Area and Line cards over the trailing 30, 60, or 90 days surface contact-creation velocity and activity decay, the long-running patterns that drive next-quarter sales planning across the whole team.
Audience
Who builds WP ERP CRM dashboards with SleekView
Sales leads and managers
Pre-standup dashboard: lifecycle mix, top owners, recent contact velocity, and weekly activity volume on one screen. The same view doubles as the monthly pipeline review without per-rep screenshots.
CRM admins and operators
List-health dashboard tracking unsubscribed and orphaned contact counts as trend lines. Spot data-quality erosion the week it starts, not the quarter after the database becomes unreliable.
Marketing managers
Source attribution dashboard pivoting erp_peoplemeta.source into a Bar card. Compare WPForms, manual entry, and WooCommerce-derived contacts by volume and downstream lifecycle conversion.
The bigger picture
Why WP ERP CRM teams need a saved dashboard
Sales teams running on WP ERP at scale spend more time stitching saved searches than they should. The plugin produces excellent per-contact timelines, but the cross-cutting weekly questions live in screens that need to be visited individually and recombined in a head or a spreadsheet. Lifecycle stage mix, source attribution, owner workload, contacts this week versus last: each lives in its own corner of the CRM admin.
SleekView Charts collapses those questions onto one dashboard that refreshes as WP ERP writes new rows. A sales lead pins the dashboard in the WordPress admin and checks it every Monday morning. A CRM admin watches the lifecycle Donut for funnel erosion.
A marketing manager breaks new contacts down by source. The data was always there in the erp_peoples and erp_peoplemeta tables, the dashboard makes it operational rather than ad-hoc for the next pipeline review.
Questions
Common questions about SleekView Charts for WP ERP CRM Module
No. WP ERP's per-contact timelines and saved searches stay in place and remain the right place for individual contact analytics. SleekView Charts adds the cross-cutting weekly dashboard the default screens do not assemble, so the two layers complement each other rather than competing for the same admin screen real estate.
Yes. Custom fields stored in erp_peoplemeta can be pivoted into named columns at the SleekView dataset layer, then used as the groupBy dimension on any chart card. Lifecycle, source, contact owner, and any client-defined attribute all become valid chart axes without writing SQL by hand.
Yes. The erp_peoples table holds contacts and companies side by side, separated by the type column. Configure a filter on type at the dataset layer and you can build a contacts-only board, a companies-only board, or one combined board with a Donut card splitting the two for high-level account hygiene.
The Reports module ships fixed tabular views for a small set of standard questions. SleekView Charts is configurable, so the dashboard mirrors how a given team thinks rather than how the plugin author thought. Lifecycle mix, source attribution, and owner workload can all live on one screen instead of three tabs.
Yes. The contact_owner meta key on erp_peoplemeta maps to a WordPress user, and any chart card can filter or groupBy that column. Build a per-rep dashboard once and clone it across the team, or use a global board with an owner Bar card to track workload distribution week over week.
Yes. The activities table records every email, log entry, meeting, task, and note tied to a contact, with type, created_at, and user_id columns. Group by type for an activity-mix Donut, by created_at for a trend Area, or by user_id for a per-rep workload Bar. The activity log becomes a first-class dashboard axis.
Live. SleekView Charts queries the WP ERP tables on render, so every new contact, every logged activity, and every lifecycle change shows up on the next dashboard load. Cache windows are configurable per dataset for very high-traffic admins, but the default is fresh data on every visit to the board.
Each chart card can be exported as CSV via the SleekView dataset layer, so the underlying numbers travel cleanly into a deck or a board pack. The dashboard itself lives in the WordPress admin, gated by capability, so the live view stays internal to the team that already has WP ERP access.
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