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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Charts for WP ERP

Read wp_erp_peoples, wp_erp_hr_employees, and wp_erp_acct_invoices directly, then chart CRM pipeline, HR coverage, and outstanding receivables on dashboards gated per role.

♾️ Lifetime License available

SleekView Charts dashboard for WP ERP

Three modules, three dashboards, same data

WP ERP is a three-in-one plugin. CRM contacts and companies live in wp_erp_peoples with relations in wp_erp_peoples_meta. HR data lives in wp_erp_hr_employees, wp_erp_hr_leaves, and related tables. Accounting lives across the wp_erp_acct_* family for invoices, bills, ledger entries, and chart of accounts. Each module has a competent admin UI for single-record edits.

SleekView Charts treats each module as a chart source. A CRM board pins total contacts as a Number, charts contact type mix as a Pie, ranks owners by pipeline as a Bar, and plots new contacts per month as an Area. An HR board charts employee status mix, open leave by department, and weekly leave trends. An accounting board pins total outstanding AR, charts invoices by status, ranks customers by amount due, and plots invoiced revenue per month.

Each board is gated by WordPress capability so HR sees employees and leave without seeing accounting ledgers, finance sees invoices and bills without CRM contact details, and sales sees pipeline without payroll.

Workflow

How SleekView Charts reads WP ERP data

1

Pick the WP ERP module

Choose wp_erp_peoples, wp_erp_hr_employees, wp_erp_acct_invoices, or any other erp_ table as the source. The schema picker lists real columns from the chosen module.
2

Add chart cards

Drop module-appropriate cards: a Number for total contacts or open AR, a Pie for status mix, a Bar for owner or customer rankings, an Area for monthly trends. Each card uses an actual column from the module.
3

Filter once, apply everywhere

Set a date range, owner, or category at the view level. Every chart card on the board respects the same filter, so the dashboard always reflects the slice the role is reviewing.
4

Save and gate per role

Save separate views for sales, HR, and finance. Each view is gated by WordPress capability so each team sees its own module without exposing the others.

Sample dashboard

Charts you can build from WP ERP data

A CRM-focused board as the example; the same pattern produces HR and accounting dashboards from their own tables.
Number · Default

Outstanding AR

Sum of the due column on wp_erp_acct_invoices where status is not Paid, pinned as the headline finance KPI.
Sum(due)
Pie · Donut text

Contacts by type

Distribution of wp_erp_peoples across contact and company types, with the Donut text variant pinning the total record count.
Count group by type
Bar · Horizontal

Top customers by amount due

Ranks customers by summed unpaid invoice amounts so AR collections has a prioritised follow-up list.
Sum(due) group by customer_id
Area · Gradient

Invoiced revenue per month

Monthly invoiced revenue from wp_erp_acct_invoices, useful for spotting cash-flow trends across the year.
Sum(amount) group by invoice_date

Comparison

Default WP ERP reporting vs SleekView Charts

Default WP ERP module screens

  • Each module ships its own per-module dashboard with fixed widgets
  • Custom fields in wp_erp_peoples_meta are not charted directly
  • Cross-module charts (HR headcount with AR, CRM pipeline with revenue) are not native
  • No flexible card configuration for per-role boards
  • Trend lines for invoiced revenue and contact growth require manual export

SleekView Charts

  • Number cards for total contacts, headcount, and outstanding AR
  • Pie cards for contact type, leave status, and invoice status mix
  • Bar cards ranking owners by pipeline or customers by amount due
  • Area cards plotting invoiced revenue, contact growth, or leave per month
  • Role-gated boards so CRM, HR, and finance each see their own data

Features

What SleekView Charts gives you for WP ERP

Each module on its own board

CRM, HR, and accounting each get their own chart board built from the matching erp_ tables. Capability gating keeps the modules cleanly separated.

Filters carry across cards

Set a date range, owner, or department once and every card on the board respects it. One saved configuration drives both the triage table and the executive view.

AR and revenue together

Sum the due column for outstanding AR, sum the amount column for invoiced revenue, and plot both as monthly trends so finance sees the full cash picture on one card grid.

Audience

Who builds WP ERP charts dashboards with SleekView

Sales managers

CRM pipeline boards with contacts by stage, owner-by-owner load, and new contacts per month as the standing readout.

HR leads

Headcount Number plus leave status mix and weekly leave-request trends to keep coverage honest across departments.

Finance

Outstanding AR Number, customers ranked by amount due, and invoiced revenue per month as a single finance board.

The bigger picture

Why WP ERP data deserves a chart view

WP ERP's choice of dedicated tables instead of custom post types was deliberate: it keeps each module's schema clean and lets the data scale. The cost of that design choice is that each module's built-in reporting is its own thing, and there is no flexible chart layer that lets a finance lead build the AR board they actually want or an HR lead build a leave dashboard sized to their org. Most teams answer those questions outside the plugin, in spreadsheets or BI tools, and then lose track of which export is current.

SleekView Charts reads each erp_ family directly, surfaces the columns WP ERP already writes, and lets a few cards do the summarising. The plugin keeps owning the operational record, and the chart view finally gives CRM, HR, and finance each a board built from the same live data the modules already trust.

Questions

Common questions about SleekView Charts for WP ERP

Directly from the erp_ tables: wp_erp_peoples, wp_erp_hr_employees, wp_erp_acct_invoices, and the other module tables. Chart cards run live queries against the same tables the table view reads.

 

Yes. wp_erp_peoples_meta rows can be pivoted into typed columns and used as a chart's groupBy or valueColumn. That makes custom-segment Pies and custom-numeric Bars straightforward.

 

Group a Bar card by customer_id on wp_erp_acct_invoices filtered to status not Paid, with Sum aggregation on the due column. The card ranks customers by amount owed so collections has a priority list.

 

Yes. Join wp_erp_hr_leaves to wp_erp_hr_employees for the department column, then chart leave status mix as a Pie or open-leave count by department as a Bar.

 

Yes. View-level filters (date range, owner, status, department) apply to every chart card on the dashboard. One saved configuration drives both the triage table and the chart view.

 

Yes. Each saved view is gated by WordPress capability, so HR sees the employees and leave board, finance sees the AR and revenue board, and sales sees the CRM pipeline board without overlap.

 

Yes. Each module's chart cards aggregate at the database level using the indexes WP ERP already maintains on its erp_ tables. Scoping by date or department keeps even cross-year queries tight.

 

It supplements them. WP ERP's per-module dashboards are fine for fixed widgets. SleekView Charts is for configurable, role-scoped boards built from the same data, with the cards each team actually wants.

 

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.

Starter

€79

EUR

per year

  • 3 websites
  • 1 year of updates
  • 1 year of support

Pro

€149

EUR

per year

  • Unlimited websites
  • 1 year of updates
  • 1 year of support

Lifetime ♾️

Most popular

€249

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

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  • SleekPixel

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