21 widgets, custom reports, embed anything — from $149/year.
The WordPress CRM Dashboard That Shows You Everything In One View
Auto Form CRM ships a fully customizable dashboard with 21 widgets across 6 categories — contacts, deals, tasks, WooCommerce, lifecycle, conversion funnels, custom reports, and embedded URLs. Build the view your team actually needs. No SQL. No data engineer. No enterprise tier.
- 21 widgets
- 6 categories
- Custom report builder
- Embed any URL
- Every widget, every tier
Dashboard
1,247
+22%
38
+10%
$86.4k
+15%
12
3 overdue
Tasks Due Today
See AllDeals by Stage
Most CRM Dashboards Show You What They Want, Not What You Need
Standalone CRMs ship dashboards built for the average user. A few KPI tiles. A standard activity feed. Maybe a pipeline chart. If you want anything specific to your business — a custom metric, a conversion funnel from lead to won, your WooCommerce revenue beside your sales pipeline, a third-party tool embedded right inside the CRM — you have two options.
Option one: pay for the enterprise tier. HubSpot Enterprise dashboards start at $1,200 per month. Salesforce custom dashboards require admin permissions and developer time. Most "advanced reporting" features in mid-tier SaaS CRMs are gated behind their highest-priced plans, designed to extract revenue from teams who outgrow the basics.
Option two: build it yourself in a separate tool. Pull data from your CRM via API. Load it into Looker, Tableau, Power BI, or Metabase. Pay for that license. Hire someone who knows SQL. Maintain the data pipeline forever. By the time you have a working dashboard, you've paid more for the analytics tool than you did for the CRM.
Auto Form CRM gives you a complete dashboard inside WordPress — 21 widgets, a no-code report builder, and an embed-anything widget, included at every tier.
Your data, your server, your view.
Four Things You Won't Find on Other WordPress CRM Dashboards
21 widgets, 6 categories, all included
Statistics, Charts & Visuals, Lists & Feeds, Quick Actions, Custom Reports, WooCommerce. Twenty-one widgets covering everything from simple KPI counters to advanced visualizations — all available at every pricing tier. No enterprise gating, no add-on plugins, no upgrade to unlock.
A custom report builder, no SQL required
The Custom Report widget lets you build your own metric with the data already in your CRM. Pick what to measure, pick how to display it, and the dashboard renders it alongside the rest. Most WordPress CRMs ship hardcoded reports. Auto Form CRM gives you the building blocks.
Embed any URL or HTML
The Embed / Link widget pastes any external URL or raw HTML embed code directly onto your dashboard. Pull in a Google Analytics chart, a Mixpanel funnel, a Calendly calendar, a custom KPI from your own tool. Most CRM dashboards are walled gardens — this one isn’t.
The whole CRM in one view
Tasks, deals, contacts, WooCommerce, customer lifecycle, conversion funnel, activity feed, most active contacts — all pulling from one shared database. Standalone CRMs show their own data only. Auto Form CRM is built so every module feeds the dashboard.
Four KPI Cards and Two Panels — Ready Out of the Box
Open the dashboard for the first time and four summary cards greet you — Contacts, Deals, Pipeline Value, and Tasks — each pulled live from your CRM. No setup wizard. Then two panels handle the work most teams do every morning.
Tasks Due Today
Every task due today with its title, priority pill, and a completion circle right there. Click the circle and the task is done — same one-click completion as the Tasks page, no navigation required. A + Create Task button adds new tasks without leaving the dashboard.
Deals by Stage
A horizontal bar chart breaking down your open deals by pipeline stage, each bar color-matched to its stage and scaled by count or value. You see your pipeline distribution at a glance without opening the Deals page.
This is your starting point. Then you customize.
Every Widget Your Operations Actually Need
Click Customize and the catalog opens with a search box, 6 category tabs, and the full library as add-to-dashboard cards. Toggle widgets on or off with a single click.
Statistics
4Total Contacts
Contact count with weekly change.
Active Deals
Open deals with weekly change.
Pipeline Value
Total value of all open deals.
Open Tasks
Task count with overdue indicator.
Charts & Visuals
7Conversion Funnel
Lead-to-won funnel with rates.
Deals Won & Lost
Monthly win/loss with dollars.
Revenue Over Time
Closed-deal value line chart.
Task Completion Rate
Completed vs total progress ring.
Contact Growth
New contacts trend by week.
Deals Aging
Time-in-stage per deal.
Customer Lifecycle
Distribution across 7 stages.
Lists & Feeds
5Tasks Due Today
Due-today tasks, quick-complete.
Deals by Stage
Horizontal pipeline breakdown.
Recent Activity
Latest actions, chronological.
Most Active Contacts
Contacts ranked by activity.
Unread Messages
Pending chat conversations.
Quick Actions
2Quick Actions
Shortcut buttons for common tasks.
Goals & Targets
Progress toward monthly goals.
Custom Reports
1Custom Report
Build any metric. No SQL, no developer.
WooCommerce
1WooCommerce Stats
Revenue, orders, top products.
Embed / Link
Widget 21Embed a custom URL or paste HTML embed code. Pull in Google Analytics charts, Mixpanel funnels, Calendly calendars, or any internal tool. Most CRM dashboards are walled gardens. This one opens its doors.
Build the Report Your Business Actually Needs
Hardcoded reports are useful until the day you need something specific. The Custom Report widget lets you build your own — pick the metric, choose the display, drop it on your dashboard. No SQL, no developer, no waiting on a feature request.
Custom Report Builder
No SQLPreview
What you can build
Built for non-developers
No SQL. No code editor. No database schemas. The builder works with the CRM data you already have — contacts, deals, tasks, meetings, custom fields, tags, lifecycle stages, RFM segments. Pick from drop-downs. Set thresholds. Apply filters. Save.
Your Dashboard Doesn't Have to Be a Walled Garden
Every CRM dashboard claims to be customizable. Most mean "you can rearrange the tiles we shipped." Auto Form CRM means "paste any URL or HTML embed code and we'll render it."
What you can embed
If the source provides an iframe URL or HTML embed code, the Embed / Link widget renders it.
Why this is unusual
Most CRMs guard their dashboards to keep you inside their walled garden. Auto Form CRM lives on your WordPress install — the dashboard is your operational command center, and it's yours to extend with anything outside the CRM that visualizes a metric better.
Embed / Link Widget
Sessions · last 7 days
Live third-party chart, rendered inside your CRM dashboard
Click. Add. Done.
A modern customization flow that's still missing from most WordPress CRMs. Browse by category or search by name, click + Add to drop a widget in, click Added to remove it. The dashboard updates instantly.
Add Widgets
Conversion Funnel
Lead-to-won funnel.
Customer Lifecycle
Stage distribution.
Revenue Over Time
Closed-deal line chart.
Most Active Contacts
Ranked by activity.
Search and category filtering
A search box filters cards as you type. Six category tabs plus an All Widgets view keep the catalog browsable as it grows.
State-aware buttons
Widgets on your dashboard show Added in gray. Widgets not yet added show + Add in active color. No confusion about what’s where.
Instant updates
Toggle a widget and the dashboard re-renders immediately — no save step, no page reload, no waiting.
The View That Only a Unified CRM Can Show You
The widgets pull from the same database as your contacts, deals, tasks, meetings, WooCommerce orders, email campaigns, lifecycle, and workflow runs. Every module feeds the dashboard. Every metric is current the moment you open it.
WooCommerce
$18.4k
Revenue · 142 orders
Lifecycle
Funnel
Activity
Deal "Acme Renewal" advanced to Won · 2h
Campaign "Spring Launch" sent to 340 · 4h
New WooCommerce order — $480 · 5h
Task "Follow up with Sarah" completed · 8h
Contacts on the dashboard
Total Contacts, Contact Growth, Most Active Contacts, Customer Lifecycle across 7 stages.
Deals on the dashboard
Active Deals, Pipeline Value, Deals by Stage, Conversion Funnel, Won & Lost, Deals Aging.
Tasks on the dashboard
Open Tasks, Tasks Due Today with quick-complete, Task Completion Rate ring.
WooCommerce on the dashboard
WooCommerce Stats, a dedicated widget category, and lifecycle stages from orders.
Looker, Tableau, and Power BI make you build data pipelines and refresh schedules. Auto Form CRM gives you the same operational view as a first-class feature — because every module was built to feed it.
I Built This Because I Was Tired of Paying for Reports
For years I ran my business across three reporting tools. The CRM had a built-in dashboard that showed contacts and deals. WooCommerce had its own analytics page that showed revenue and orders. Google Analytics had traffic and conversion data. None of them talked to each other.
Every Monday morning I'd open three tabs. Pull numbers from each one. Paste them into a Google Sheet. Build my own combined view manually. Wait until I needed something custom, then beg my developer to build it or spend $200 a month on Tableau to do it myself.
The tools that did combine views into one place — HubSpot Enterprise, Salesforce custom dashboards — wanted thousands of dollars a month. The mid-tier CRMs let you "customize the dashboard" by rearranging a handful of fixed tiles. The free WordPress plugins shipped one ugly default view and nothing else.
So I built the dashboard I always wanted.
Twenty-one widgets pulling from every module in the CRM. A custom report builder that doesn't require SQL. An embed widget for anything I want to pull in from outside. Six categories so the catalog stays browsable as it grows. All of it included at the Personal tier for $149 a year, because dashboards shouldn't be locked behind enterprise pricing.
The dashboard you see on the demo is the same dashboard every customer gets, from the $149 Personal tier up. Same widgets. Same custom report builder. Same embed widget. No gating, no add-ons, no "talk to sales" lockouts. The dashboard is yours.
Ali
Founder of Auto Form CRM
How Auto Form CRM's Dashboard Stacks Up
| Auto Form CRM | HubSpot Pro/Ent | Pipedrive | Salesforce | Looker / Tableau | |
|---|---|---|---|---|---|
| Pricing model | Flat, per site | Per user / mo | Per user / mo | Per user / mo | Per user / mo |
| Cost | $149 | ~$5,400 | ~$2,040 | ~$4,800 | $360+ |
| Widget library | 21 / 6 categories | Varies by tier | Limited | Varies by tier | Build your own |
| Custom report builder | Included | Pro/Ent gated | Limited | Pro/Ent gated | Yes (steep) |
| Embed external URL | Limited | Limited | |||
| Connected to whole CRM | |||||
| WooCommerce data | Native | Integration | Integration | Integration | Data pipeline |
| Your data, your server | |||||
| Per-widget add-on fees | None | Varies | Varies | Varies | Varies |
Auto Form CRM vs HubSpot Pro/Enterprise
HubSpot dashboards live behind Sales Hub Professional at $90 per user per month, with advanced reporting gated to Enterprise at $150+ per user. For five people, that’s $5,400 to $9,000 a year for the dashboard layer. Auto Form CRM gives you 21 widgets, a custom report builder, and the embed widget at the Personal tier for $149 a year flat.
Auto Form CRM vs Pipedrive
Pipedrive has widgets, but the most useful reporting is limited to Advanced and above ($34+ per user per month), bound to Pipedrive’s own data only. No WooCommerce data, no embed widget, no native lifecycle distribution. Auto Form CRM gives you a broader view because it’s built around a broader CRM.
Auto Form CRM vs Salesforce & Looker / Tableau
Salesforce dashboards scale to massive sales orgs but need admin permissions and often a consultant. Looker, Tableau, and Power BI require you to extract data, build a pipeline, and pay $30–70 per user per month on top of your CRM. Auto Form CRM ships a dashboard tightly integrated with the data already on your server — no pipeline required.
Every widget, every report, every embed — included for $149 a year.
Built for Teams That Run Their Business From a Single Screen
Founders and solo operators
You don’t have time to open five tabs every Monday. You need contacts, deals, tasks, revenue, and lifecycle in one view. Personal at $149 a year gives you the full dashboard plus the rest of the CRM.
Sales teams managing pipelines
Deals by Stage, Conversion Funnel, Most Active Contacts, Recent Activity — plus a custom report showing closed deals by salesperson this month. Your whole sales operation in one screen.
Service businesses with daily operations
Roofers, plumbers, electricians, lawyers, accountants, contractors. Tasks Due Today, Recent Activity, Most Active Contacts, and Task Completion Rate become your morning briefing.
WordPress agencies managing clients
Deploy the same dashboard configuration across every client’s CRM. Standardize reporting across every client brand. Bill for dashboard setup and ongoing management as a service line.
WooCommerce store owners
WooCommerce Stats gives you revenue, orders, and top products inside the same dashboard as your customer lifecycle and conversion funnel. The store and the CRM in one operational view.
Anyone tired of paying for "advanced reporting"
You’ve outgrown the free dashboard tier. You don’t want HubSpot Enterprise prices or a Tableau pipeline. You want reports that match your business, included with the CRM. This is built for you.
The Questions Buyers Actually Ask
Yes. Every widget — including the Custom Report builder and the Embed / Link widget — is available at the Personal tier ($149/year), the Business tier ($269/year), and the Agency tier ($499/year). No widget gating, no enterprise lockouts.
The dashboard is widget-driven with add/remove toggles. You can add any combination of the 21 widgets your business needs. The dashboard renders the active widgets in the layout shown in the screenshots.
Yes. The Custom Report widget lets you build a report with any metric from the data in your CRM — contacts, deals, tasks, custom fields, tags, lifecycle stages. No SQL required.
Any external URL that supports iframe embedding (Google Analytics, Mixpanel, Calendly, Stripe, Looker Studio, Tableau Public, YouTube, custom internal tools) and any HTML embed code provided by external services.
Yes. The WooCommerce Stats widget pulls revenue, orders, and top products from your connected WooCommerce store. The Customer Lifecycle widget includes WooCommerce-driven lifecycle stages. There’s also a dedicated WooCommerce widget category in the catalog for store-specific widgets.
The dashboard is part of the Auto Form CRM admin interface, which is responsive and adapts to smaller screens. The most comfortable experience is on a desktop or laptop, but the dashboard remains usable on tablets and phones.
Individual widgets display data over their own configured cadences — for example, the Total Contacts and Active Deals widgets show weekly change comparisons. The Contact Growth widget shows trends over recent weeks. The Deals Won & Lost widget shows monthly summaries. The widget descriptions detail the time periods each one covers.
Yes. The Recent Activity widget shows actions across all modules, including workflow runs. Workflows can update any data the dashboard reads from — moving deals through stages updates the Deals by Stage and Conversion Funnel widgets, completing tasks updates the Task Completion Rate widget, and so on.
Dashboard data is stored in your own WordPress database on your own server. Standard CRM data export tools (CSV export from the underlying modules, REST API access at /wp-json/auto-form-crm/v1) work for the underlying data. Per-widget export is not a current feature.
No. Every widget, every metric, every dashboard configuration is stored in your own WordPress database on your own server. Nothing syncs to Auto Form CRM’s cloud. Cancel anytime — your dashboard stays where it always was.
The widget renders embeddable URLs and HTML embed codes. Security restrictions on what can be embedded follow standard WordPress and browser policies for iframe content.
The Dashboard Connects to Everything
The Dashboard isn't a standalone feature — it's the visualization layer for every other module. Here's where the data comes from.
Contact Management
Total Contacts, Contact Growth, Most Active Contacts, and Customer Lifecycle widgets pull from the contact records.
Learn more→Deal Pipeline
Active Deals, Pipeline Value, Deals by Stage, Conversion Funnel, Won & Lost, and Deals Aging pull from the pipeline.
Learn more→Task Management
Open Tasks, Tasks Due Today, and Task Completion Rate widgets pull from the task system.
Learn more→WooCommerce CRM
WooCommerce Stats plus a dedicated category provides full store data inside the CRM dashboard.
Learn more→Workflow Automation
The Recent Activity widget logs workflow runs alongside other module events.
Learn more→Email Campaigns
The activity feed includes email campaign events and engagement.
Learn more→Custom Fields
The Custom Report builder works with custom field data, so your dashboard can show metrics on any data you track.
Learn more→Tags
Custom Reports can filter and group by tag, letting you visualize tagged segments.
Learn more→Integrations
The Embed / Link widget pulls in external tools — Google Analytics, Mixpanel, Looker Studio, any iframe-embeddable source.
Learn more→The Dashboard Built for Operators, Not Enterprise Buyers
One plugin price. 21 widgets. Six categories. A custom report builder. An embed widget. Every widget included at every tier. Your dashboard, your data, your server.
Install in minutes. Cancel anytime — though your dashboard configuration and the underlying CRM data stay in your WordPress database where they always did.
Read the DocsBuilt by Amora Digital (KVK 99536811) in the Netherlands. Made for WordPress. Designed by an operator who got tired of paying enterprise prices to see his own data.