formboard

FOR GRAVITY FORMS · WORDPRESS PLUGIN

Every entry you already collect, turned into a real dashboard.

Formboard is the first WordPress reporting app built entirely on Gravity Forms — no external database, no REST API, no background sync. Charts, KPIs, and pivot tables render server-side, straight from your forms’ own entries.

No AJAX. Every screen is a page load. Works in wp-admin or on the front end
Linked forms, matched live
Zero background requests
FORMBOARD — Q3 INTAKE REPORT
New Entries
4,208
▲ 12.4% vs last period
Avg. Response Time
2.1h
▼ 8% faster
Submissions by DepartmentChart · Top 5
RegionCount
Harare812
Bulawayo514
Mutare301
Grand Total1,627
Findings by Status
0
background requests per screen
7
widget types incl. combo & pivot
5
front-end shortcodes, full CRUD
1
SQL query per widget, every time
THE ARCHITECTURE

Built with a design goal most dashboards ignore: nothing fetched in the background.

Every screen in Formboard is a normal WordPress page load. Adding a widget submits a form and reloads the page — the server computes the data at that moment and writes it straight into the HTML.

01

One SQL query, always

Sums, group-bys, and pivots run directly against Gravity Forms’ own entry tables. Raw entries are never loaded into PHP, so it stays fast no matter how many submissions a form has.

02

Nothing to intercept

No fetch() calls means there’s no request for a misconfigured cache, security plugin, or service worker to silently swallow. What renders is what happened.

03

Same app, wp-admin or front end

[formboard_dashboard] runs the exact same PHP rendering and POST handler as wp-admin — full editing, drag-to-resize, and the widget builder, on any page you choose.

WHAT YOU GET

A proper BI layer, without leaving Gravity Forms.

Relationships — BI-style joins between forms

Link a second Gravity Forms form to any widget and match a field on each — an Orders form’s “Email” to a Customers form’s “Email.” Every field picker in that widget then offers the linked form’s fields too, prefixed with its name. Treated as a lookup, not a many-to-many join, so a cross-form measure never inflates a sum the way a naive join could.

Charts, every shape

Bar, column, line, area, pie, doughnut, radar, combo (mixed bar+line with a secondary axis), and stacked bar/area — with Top N and sort built into the same single query.

Pivot tables

Rows, columns, and value fields with subtotals that stay visible on collapse and an always-visible grand total — a real spreadsheet-outline pivot, computed server-side.

KPI comparison cards

A PowerBI/Looker-style stat tile: the number, a colored delta chip against a previous period or fixed target, and a 12-point trend sparkline — with configurable “which direction is good.”

Live filter bars

Up to 5 rules per widget, and every filter also shows as a viewer-adjustable bar directly on the widget — not buried in an edit drawer.

Tables, Datatables-style

A searchable, sortable, paginated grid of raw entries, with an opt-in heatmap or up to 5 conditional-formatting rules per column.

Share & export

A per-report link with one-click copy, “Export PDF” via the browser’s own print dialog, and “Export Excel” as a CSV of everything currently on the report.

Dark mode

A viewer-side toggle in the app header. Remembered in that browser only — never written to the server, never changes what anyone else sees.

Calculated measures

Simple two-field arithmetic or an advanced formula like ROUND(({5}-{6})/{6}*100,1) — compiled through a whitelist-only parser, no eval(), computed in the same SQL query.

SEE IT IN ACTION

What building a report actually looks like.

Illustrative walkthroughs of the three screens people spend the most time in — the widget builder, the linked-form relationships panel, and a finished report.

01 · Widget builder 02 · Relationships 03 · Table + heatmap

Build a widget without leaving the page

Every section — Basics, Fields & measure, Relationships, Filters, Table design — is its own fly-out panel in the same slide-over builder. Saving is a normal form POST that reloads the page; nothing is fetched in the background, even here.

  • Pick a widget type, then a form to back it
  • Fields & measure adapts to Chart, KPI, Pivot, or Table
  • Filters show a live rule count right on their own row
  • One “Save changes” button commits every open section
Edit widget — “Findings by Classification” ×
Basics
Fields & measure
Relationships1 linked form
Linked form: Corrective Actions Match on: Finding Ref = CAR Ref
Filters2 rules
Table design
FRONT END

The whole app runs outside wp-admin too.

Drop a shortcode on any page. Same PHP rendering, same POST handler — just gated by whatever capability you choose.

// Full app: report list, widget builder, drag-to-resize — admins by default
[formboard_dashboard]

// One finished report, read-only, public by default
[formboard_report id=”12″]

// A single widget on its own, at its report width
[formboard_widget report_id=”12″ widget_id=”w_ab12cd34″]

// Directory of every active Gravity Forms form, ready to fill out
[formboard_forms logged_in=”0″]
Also from Awareness Partners
ISO Management System — a cost-effective way for companies to run ISO 9001 / 14001 / 45001 management systems natively in WordPress.
Get the module overview →
ONE ENGINE, EIGHT MODULES

Every module shares the same underlying engine.

Draft/publish records, rich-text narrative fields, front-end create/edit forms, sequential e-signature sign-off, print-ready views, and cross-module linking — built once, reused by every module below.

SOP Documents

Procedure documents with Purpose/Scope/Responsibility, an Activities table, Change History, and sign-off. PDF and Word import included.

e-signatureregister

Internal Audits

A full audit lifecycle: status-driven forms, checklist, findings, sign-off, a 4-step workflow tracker, and notification with acknowledgment links.

calendarnotifications

Corrective Action Reports

Root cause, action plan, responsible person, and an Audit Follow Up log that auto-computes status and flags overdue tasks. Kanban view included.

CAPAkanban

Risk & Opportunity Register

One register replacing separate Quality/OSH/Environment spreadsheets — Likelihood × Consequence scoring, residual re-assessment, automatic classification.

Excel importscoring

Stakeholder Management

Clause 4.2 “interested parties” register. Engagement Strategy computed from Power × Interest via Mendelow’s Matrix — Manage Closely to Monitor.

clause 4.2

ESG Reporting

Built on GRI Standards with TCFD’s climate pillars for narrative structure. A 17-metric starter library plus auto-generated snapshots and stakeholder tables.

GRITCFD

ISO Dashboard

A site-wide rollup: KPI cards, findings-by-classification and CAR-status charts, and actionable tables of overdue items — self-contained SVG, no chart library.

rollup

Management Review

Generates a draft from the Dashboard’s own data — a frozen snapshot, an auto-written findings/CAR narrative, and prior action items carried forward automatically.

clause 9.3
ABOUT AWARENESS PARTNERS

We help companies get their digitalization initiatives actually finished.

Most compliance and reporting tooling asks a company to leave the systems their teams already trust. Our plugins take the opposite approach — build the missing layer directly on top of WordPress and the tools already in place, like Gravity Forms, so adoption doesn’t require a new platform, a new login, or a new export routine.

Formboard and the ISO Management System are the first two products built this way. Both are heading toward a public release for Gravity Forms and WordPress users worldwide.

01
No new platform to adopt

Runs inside WordPress and Gravity Forms — the systems your team already uses daily.

02
Nothing hidden behind an API

Server-rendered by design, so there’s no background sync job to monitor or debug.

03
Built for real compliance workloads

Audit lifecycles, sign-off chains, and risk scoring modeled on real source registers — not a generic form builder.

Be first to know when Formboard launches.

We’re refining both plugins ahead of a public release to Gravity Forms users everywhere. Leave your email and we’ll let you know the moment early access opens.