SleekView Charts for YITH WooCommerce Request a Quote
SleekView reads the yith_request_quote post type and its line-item meta and turns request volume, status distribution, value tiers, and response cadence into chart cards inside WP Admin.
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Quote requests deserve a pipeline view, not a list screen
YITH Request a Quote captures every B2B inquiry as a yith_request_quote custom post, with line items stored in postmeta and an associated status (new, processing, sent, accepted, rejected, expired). The plugin's default admin lists requests one row at a time, which works for triage but hides the patterns the sales team actually needs: how many leads per week, which products dominate, what share of quotes convert.
SleekView Charts reads the yith_request_quote post type and the meta keys that carry status, total value, and customer attribution. Each request becomes a chartable row, and the dashboard answers the recurring questions in one screen: requests per status, value distribution, top requested products, quote volume over time.
The plugin still owns the inbox and the quote PDF. SleekView surfaces the aggregate so the sales lead opens one chart view in the morning instead of clicking through ten inbox rows to feel the shape of the pipeline.
Workflow
From yith_request_quote posts to a pipeline dashboard
Read the quote post type
Pick chart types per question
Filter by status or date
Save per-role dashboards
Sample dashboard
Charts you can build from YITH WooCommerce Request a Quote data
Open quote requests
Count
Requests by status
Count
group by request_status
Top requested products
Count
group by product_id
Quote requests over time
Count
group by post_date
Comparison
Default YITH Request a Quote reporting vs SleekView Charts
Default YITH admin (Quote Requests list)
- The Quote Requests screen lists rows with no aggregate view of pipeline state.
- Status distribution requires filtering the list one bucket at a time.
- Top-requested products needs a separate spreadsheet pivot.
- Quote volume trend over weeks is not visualized in the admin.
- Per-rep or per-segment views require third-party CRM tooling.
SleekView Charts
- Reads yith_request_quote posts and their meta directly.
- Pivots status into a single donut chart.
- Aggregates line items into a top-products bar.
- Trends request volume from post_date timestamps.
- Same dataset feeds the Table, Kanban, and Charts views.
Features
What SleekView Charts gives you for YITH WooCommerce Request a Quote
Pipeline at a glance
A status donut plus an open-quotes number card surface pipeline health in two cards. No need to click through the list to count buckets.
Demand signal from quotes
Top-requested-products bar reveals which SKUs buyers want pricing on. Feed that signal into the merchandising or pricing review.
Lead cadence trend
Area chart of quote requests over time shows whether marketing or sales pushes are translating into actual inbox movement.
Audience
Who builds YITH Request a Quote charts dashboards with SleekView
B2B sales teams
Pipeline donut and open-quotes number as the morning dashboard. Each weekly review starts with the cards that surfaced the questions and ends with the cards that confirmed the answers.
Wholesale merchandisers
Top-requested-products bar tells the buying team which SKUs deserve volume pricing, deeper inventory, or a featured slot on the wholesale catalog page.
Account managers
Per-customer-email filter plus a status donut surfaces which accounts have stalled in the pipeline and need a personal follow-up before the quote expires.
The bigger picture
Quote pipelines fail when they're invisible
B2B buying lives or dies by how fast the seller responds to a quote request. YITH Request a Quote captures the raw event reliably, the gap is on the reporting side. A list of rows tells the sales lead what came in but not what stalled, what converted, or which products are driving demand.
SleekView Charts closes the gap by aggregating the quote post type into a dashboard. Open quotes is a number. Status spread is a donut.
Top SKUs is a bar. Cadence is an area. Sales pipelines that used to live in someone's head live on a screen the whole team can read, which is the smallest possible step from inbox chaos to a real B2B operation.
Questions
Common questions about SleekView Charts for YITH WooCommerce Request a Quote
Both. The free version stores quote requests as the same yith_request_quote post type, so SleekView Charts reads the same data either way. Premium adds extra meta keys that surface automatically when present.
Yes. Build a Bar with aggregation set to Sum and valueColumn set to the quote total meta key. Pair it with a status filter to chart pipeline value at a specific stage.
Yes. Variation IDs are stored on the line-item meta alongside the parent product ID, so a Bar grouped by variation_id resolves variations the same way the storefront does.
Indirectly. The status meta moves from new to sent when a reply goes out, so a chart of status over time approximates response cadence. Native send timestamps are not exposed by the plugin, so this is the closest approximation.
Only if rep ownership is stored as a meta key on each quote post. YITH Request a Quote does not assign reps by default, but custom rep_id meta is automatically chartable when present.
No. Charts only render in the admin and read directly from existing tables. The storefront quote form keeps performing exactly as YITH ships it.
Yes. Each card exports its underlying filtered rows to CSV, and the full dashboard exports as a PDF. The weekly sales review becomes narrative on top of charts that are already there.
Yes. The same capability checks that gate the Quote Requests screen also gate its chart dashboards, so shop managers and sales reps only see datasets they can already read.
Pricing
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