SleekView Kanban for Capsule CRM for WordPress
Capsule CRM for WordPress mirrors parties, opportunities, and milestones into custom tables. SleekView Kanban groups opportunities by milestone with party, value, and probability on every draggable card inside WordPress.
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Capsule opportunities as the milestone board they deserve
Capsule CRM for WordPress mirrors your account into custom tables. Opportunities live in capsule_opportunities with id, name, milestoneId, value_amount, value_currency, probability, partyId, ownerId, expectedCloseOn, and status on every row. Milestones sit in capsule_milestones with a complete flag and a sequence number, parties in capsule_parties, users in capsule_users. The default admin lists everything by sync time.
SleekView Kanban reads those tables and groups capsule_opportunities by milestoneId so each Capsule milestone becomes a column. Milestones render in their canonical Capsule order through the sequence column on capsule_milestones. Card fronts show the opportunity name, party joined from capsule_parties, owner from capsule_users, value_amount formatted in value_currency, a probability chip, and expectedCloseOn with overdue highlighting.
Dragging from Lead to Pitch writes the new milestoneId to the row and queues the change for the next Capsule API push. Closed opportunities with status set to OPEN, WON, LOST, or ABANDONED render colored cues when grouped by status instead. Column headers sum value_amount and a weighted total multiplies value_amount by probability per row so forecast meetings open against the numbers the team actually trusts.
Workflow
From capsule_opportunities to a milestone board
Point SleekView at the Capsule tables
Pick the column that becomes columns
Choose what shows on each card
Enable drag and write-back
Sample board
Sample Capsule CRM opportunities board
Comparison
Default Capsule CRM for WordPress vs SleekView Kanban
Default Capsule CRM admin
- Synced opportunities show in a flat admin list ordered by sync timestamp
- No drag-and-drop in WordPress, milestones move only inside Capsule itself
- Milestone sequence is not respected in the default plugin admin display
- Cards cannot show party, owner, value, and probability on one visible line
- Embedding a pipeline board on an executive dashboard page is not supported
SleekView Kanban
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Group cards by
milestoneIdusing Capsule'ssequenceorder -
Column headers sum
value_amountand weighted total by probability -
Card fronts join
partyId,ownerId, probability chip -
statusgrouping gives OPEN, WON, LOST, ABANDONED rollup -
Drag writes
milestoneIdback to Capsule on the next sync push
Features
What SleekView Kanban gives you for Capsule CRM for WordPress
Weighted totals per milestone
SleekView sums value_amount across visible cards in each milestone and renders a probability-weighted total beside it. Forecast meetings open with both numbers visible, which is what sales leaders pivot to almost as soon as the call starts.
Parties and owners joined
partyId joins to capsule_parties for company labels and ownerId joins to capsule_users for owner names. Filter by owner to give each rep their personal pipeline kanban URL inside the WordPress admin without a second login or report needed.
Drag writes back to Capsule
Moving an opportunity from Lead to Pitch updates milestoneId on the row and queues the change for the next Capsule push. Cards stay in their new column locally so reps move through the board at the speed of the meeting itself.
Audience
Where a Capsule pipeline board inside WordPress fits
Weekly forecast review
Group by milestoneId and filter to this quarter so the review runs against live numbers rather than a slide that goes stale within days.
Executive dashboard
Embed a read-only kanban on a leadership dashboard so execs see pipeline movement during the week instead of waiting for the close.
Per-rep planning
Filter by ownerId and bookmark the result so each rep opens their personal pipeline kanban in a single click each morning at start.
The bigger picture
Capsule's milestones deserve a real board
Capsule's milestone model is exactly the shape of a kanban. Lead, Pitch, Proposal, Order Booked, and a closed milestone with a status, each in a defined order, each carrying expected value and probability. The WordPress mirror copies the structure but stops at a flat list.
SleekView Kanban completes the loop. Group by milestoneId and the team sees the columns in Capsule's order, drag an opportunity to Pitch and the change writes back through the next sync push, embed the same board on a leadership dashboard and execs watch pipeline shape live during the week instead of waiting for the close. Weighted totals beside raw totals mean forecast meetings open against numbers everyone trusts.
Per-rep saved views give each seller a personal board. Teams running their marketing site on WordPress get the pipeline read where the demand-gen lives, without bouncing to a second tab every time the question of pipeline shape comes up across the team.
Questions
Common questions about SleekView Kanban for Capsule CRM for WordPress
Mainly capsule_opportunities for the row per card, plus capsule_milestones for column names and order, capsule_parties for company labels, and capsule_users for owner labels. SleekView only reads tables the plugin already maintains and never calls the Capsule API directly.
Yes. capsule_milestones stores a sequence column that mirrors Capsule's own ordering, and SleekView sorts kanban columns by sequence so Lead stays on the left and the closing milestones stay on the right just like the Capsule web app shows on every load.
milestoneId is the pipeline position within an active opportunity. status is the global flag of OPEN, WON, LOST, or ABANDONED. Group by milestoneId for the working board and by status for an executive rollup across milestones on one screen view.
Both totals are available. The raw column header shows the sum of value_amount across visible cards. A second weighted total multiplies each value_amount by probability and sums the result. Managers usually run forecast meetings against the weighted column header value.
Yes. Apply a SleekView filter on ownerId equal to the current user. Each rep opens the same kanban URL and only sees their pipeline. Managers open the board without the filter and see the full pipeline across the team on one screen across all owners.
SleekView formats value_amount using the per-row value_currency and groups the column header totals by currency. If a column mixes currencies, SleekView shows the per-currency breakdown so the team always reads real numbers rather than a mixed-currency sum.
SleekView compares expectedCloseOn to today and renders overdue cards with a rose date pill. A counter in each column header shows how many opportunities have slipped past their forecast close so reps can intervene before the next forecast call exposes the slip.
Yes. Drop the SleekView shortcode on any WordPress page and the same kanban renders. Combine with a role filter so logged-in execs see the full pipeline view. Drag-and-drop is gated by capability so exec views are read-only by default on any public path.
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