📊 Business dashboards
KPIs from forms, on a page your team can bookmark.
You collect the data through forms. Stop also paying for a BI tool to read that same data. Tables with totals, filters, and role-based visibility live where your team already works.
The before
What this replaces, specifically.
BI tools cost more than the rest of the stack
$500/mo for a Looker or Tableau seat to read data that already lives in your WordPress database.
Different teams want different views
Sales wants closed deals. Support wants ticket volume. Marketing wants form completions. One dashboard doesn't fit them.
CSV exports are stale by lunchtime
Monday's exec deck is built on Friday's data. Decisions lag.
The after
What Gravity Tables does instead.
Per-role tables
Sales sees one table, support sees another, exec sees the rollup. All from the same form data, gated by user role.
Totals row that respects filters
Filter to "Q1 enterprise deals", the totals row sums only the visible rows. No spreadsheet required.
Auto-refresh + countdown timer
Set a 5-minute interval. The dashboard updates itself. Nobody hits refresh in a stand-up.
The shortcode
Copy. Paste. Customize the IDs.
This is the actual shortcode pattern this use case uses. Drop it on a page, change the form ID, you're shipping.
[gravity_table id="sales-pipeline" totals="amount,probability" filters="quarter,segment,owner" auto_refresh="true" allowed_roles="sales,executive"]Real scenario
A B2B sales team
Before
- Weekly export of GF deal entries to Google Sheets
- Pivot tables built fresh each Monday
- Exec deck slides screenshot the pivot, old by Tuesday
After
- /dashboard internal page with a pinned table
- Filters: quarter, segment, owner, set once, bookmarked
- Totals row at the bottom, auto-refreshes every 5 min during business hours
"We saved a $7k/yr Looker seat and gave our team a faster dashboard than the one it replaced."
Build it
Step-by-step guides for business dashboards.
Long-form walkthroughs for the patterns this use case is built on. Copy-ready shortcodes, custom-bulk-action PHP, hook examples.
Guide
Build an analytics dashboard from your Gravity Forms entries
A 10-minute pattern for turning the data your Gravity Forms already collect into a chart-and-table dashboard. Bar charts, donut charts, totals, and a filtered detail table, all from the same form, no separate BI tool, no JavaScript framework.
Read the guide
Guide
Build a CRM lead dashboard with Gravity Forms and Gravity Tables
Turn the leads landing in Gravity Forms into a real, tabular CRM. Status pipeline, owner assignment, follow-up dates, inline editing, and role-aware exports, without a separate CRM subscription.
Read the guide
Guide
How to set up role-based permissions for Gravity Tables
Restrict who can view, edit, and export a Gravity Tables view based on WordPress roles and capabilities. Server-side enforced, with edge-case handling and recipes.
Read the guide
Or browse all guides.
Compare to alternatives
Evaluating other tools for business dashboards?
Honest side-by-side comparisons with the alternatives most relevant to this use case.
vs
wpDataTables
Pick wpDataTables for arbitrary external data. Pick Gravity Tables when the data lives in Gravity Forms.
See the matrix
vs
GravityView
GravityView is the better display tool. Gravity Tables is the better editing-and-operations tool.
See the matrix
vs
JetEngine
JetEngine builds the data model and dynamic listings. Gravity Tables tables and edits the entries Gravity Forms collected.
See the matrix
Or see the full alternatives matrix with all 6 competitors side by side.
Ready when you are
Stop exporting CSVs. Start shipping dashboards.
10 days of full Pro access. If it doesn't pay for itself in the first week, you don't have to keep it.