SleekView Kanban for Nimble CRM for WordPress
Nimble CRM for WordPress mirrors contacts, companies, and deals into custom tables. SleekView Kanban groups deals by stage with owner, deal value, probability, and expected close on every draggable card inside WordPress.
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Nimble deals rendered as the pipeline board they always should be
Nimble CRM for WordPress mirrors your account into custom tables. Deals live in nimble_deals with id, title, stage, amount, currency, probability, owner_id, expected_close_date, company_id, and status on every row. Contacts sit in nimble_contacts, companies in nimble_companies, users in nimble_users. Pipelines themselves live in nimble_pipelines with their stage definitions inline. The default admin shows deals as a flat sortable list.
SleekView Kanban reads those tables and groups nimble_deals by stage so each Nimble deal stage becomes a column. Stages render in the order defined on nimble_pipelines. Card fronts show the deal title, owner from nimble_users, the company name joined from nimble_companies, amount formatted with currency, probability as a percentage chip, and expected_close_date with overdue highlighting when the date is past.
Dragging a deal from Engaged to Demo updates stage on the row and queues the change for the next Nimble API push. status values Won and Lost render their own column colors when grouped by status instead. Column headers sum amount and a separate weighted total multiplies amount by probability so the board surfaces both raw and probability-weighted pipeline values for forecast meetings.
Workflow
From nimble_deals to a pipeline board in four steps
Point SleekView at the Nimble tables
Pick the column that becomes columns
Choose what shows on each card
Enable drag and write-back
Sample board
Sample Nimble CRM deals pipeline
Comparison
Default Nimble CRM for WordPress vs SleekView Kanban
Default Nimble CRM for WordPress
- Synced deals show in a flat admin list ordered by sync time, not by stage
- No drag-and-drop in WordPress, deals move only inside the Nimble web app
- Stage order from nimble_pipelines is missing in the default admin layout
- Cards cannot combine owner, amount, company, and probability on one line
- Embedding a pipeline board on a leadership dashboard page is not supported
SleekView Kanban
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Group cards by
stagein the order defined onnimble_pipelines -
Column headers sum
amountand show probability-weighted total -
Card fronts join
owner_id, company,probabilitychip -
status-based grouping gives Open, Won, Lost rollup view too -
Drag-and-drop writes
stageback, queued for the next Nimble push
Features
What SleekView Kanban gives you for Nimble CRM for WordPress
Weighted totals per column
SleekView sums amount across visible cards and renders a probability-weighted total beside it. Forecast meetings start with both numbers visible, which is what sales managers usually pivot to within the first five minutes of any call.
Owners and companies joined
owner_id joins to nimble_users and company_id joins to nimble_companies so the card front shows real names rather than IDs. Filter by owner to give each rep their personal pipeline kanban URL inside the WordPress admin area itself.
Drag writes back to Nimble
Moving a deal from Engaged to Demo updates stage on the row and queues the change for the next Nimble push. Cards stay in their new column locally so reps move through the board at the speed of the meeting itself.
Audience
Where a Nimble pipeline board inside WordPress fits
Weekly forecast review
Group by stage and filter to this quarter so the forecast review runs against live numbers instead of a static spreadsheet.
Executive dashboard page
Embed a read-only kanban on a leadership dashboard so execs watch pipeline movement during the week rather than the month.
Per-rep daily view
Filter by owner_id and bookmark the result so each rep opens their personal pipeline kanban in a single click each morning.
The bigger picture
Nimble pipelines deserve a real board view
Nimble's pipeline model is solid, with named stages, per-deal probability, and currency-aware amounts. The WordPress mirror copies it well but stops at a flat list. That gap pushes reps and managers back to Nimble every time they want to read pipeline shape, even though the data already sits in custom tables inside WordPress.
SleekView Kanban closes the loop. Group by stage and the team sees the same columns Nimble shows, drag a deal across and the change writes back through the next sync, embed the same board on a leadership dashboard and execs read pipeline live during the week instead of waiting for the monthly close. Weighted totals beside raw totals mean forecast meetings open against numbers everyone trusts.
Per-rep saved views give each seller a personal board URL. Teams running their marketing site on WordPress get the pipeline read where the demand-gen lives, without bouncing to a second tab every time someone asks how the quarter is shaping up across the team.
Questions
Common questions about SleekView Kanban for Nimble CRM for WordPress
Mainly nimble_deals for the row per card, plus nimble_pipelines for stage ordering, nimble_users for owner labels, and nimble_companies for company joins. SleekView only reads tables the plugin already maintains and never calls the Nimble API directly itself for any of these reads.
 Yes. nimble_pipelines stores stages in their canonical order, and SleekView sorts kanban columns to match. Qualified stays on the left and Won stays on the right just like the Nimble web app shows on the deal pipeline view to every rep on every load.
 stage is the pipeline-specific position within a deal flow, such as Qualified or Engaged. status is a global Open, Won, or Lost summary. Group by stage for the working board and by status for an executive rollup across pipelines on one screen view.
 Both totals are available. The raw column header shows the sum of amount across visible cards. A second weighted total multiplies each amount by probability and sums the result. Managers usually run forecast meetings against the weighted column header value.
 Yes. Apply a SleekView filter on owner_id 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 in one place on a single screen.
 SleekView formats amount using the per-row currency field 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 meaningless mixed-currency sum.
 SleekView compares expected_close_date to today and renders overdue cards with a rose date pill. A counter in each column header shows how many deals have slipped past their forecast close so reps and managers can intervene before the next forecast call.
 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 a public render path.
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