Turn Formidable Forms into a Business Intelligence platform.

Drop-in dashboards, KPI cards, multi-form joins, scheduled reports, and AI insights. No spreadsheets. No external BI tools. No code.

14-day refund Works on any WordPress site White-label for clients
acme.com/operations-overview
Operations Overview
● Live
Total Requests
2,847
▲ 12.4% vs prev
Avg Response
14.2h
▼ 1.8h faster
Revenue (90d)
$417K
▲ 22.1%
CSAT
4.6
▲ 0.3
Requests Over Time
By Region
Status Breakdown
Resolved
1.2K
In Progress
812
Open
456

A real BI layer for WordPress, not just another chart plugin.

Tessera transforms form entries into operational dashboards, executive reports, and client-facing portals. Built for the work you already do in Formidable.

Drag-drop dashboards

12-column grid editor with live preview. Pick a widget type, configure metrics + filters, and watch the data shape in real time.

13 widget types

KPI (Key Performance Indicator) cards, trend cards with sparklines, bar/line/area/pie/doughnut charts, leaderboards, calendar heatmaps, funnels, gauges, and data tables.

Multi-form joins

Link an intake form to a follow-up form by request ID. A single widget can read across both. Real SQL joins, no exports.

Auto-publish to a public page

Click Publish and Tessera creates a WordPress page with a shareable URL. No shortcodes to paste. Hidden from theme nav by default.

Revocable share links

Send anyone a clean, theme-free view of a private dashboard. HMAC-token URLs, instant revoke, no login required.

Scheduled email reports

Daily, weekly, or monthly HTML digests with KPI tiles and leaderboards. Sent via wp_mail to any list of recipients.

AI Insights (bring your own key)

Chat with your dashboard. Pick Claude, OpenAI, Gemini, or Groq (free tier). Tessera sends widget snapshots — never raw entry data — and caches results.

AI dashboard builder

Describe what you want in plain English ("operations overview by chapter, dues by district, filter by region") — AI proposes a complete dashboard. Review widget-by-widget with live preview before committing.

Interactive filters

Add dropdowns above the widget grid so viewers can narrow by Chapter, Region, Status, etc. Single + multi-select + cascading. Filter state persists in the URL so a pre-filtered view is shareable.

Dashboard actions

Drop "+ New entry" buttons on any dashboard. Click opens a connected Formidable form in a modal — submit, dashboard refreshes automatically. Make a dashboard a real management surface, not just a viewer.

Any MySQL table, not just Formidable

Allow-list any table in your WP database — WooCommerce orders, GiveWP donations, BuddyBoss activity, your own CRM — and Tessera treats it like a native data source. Same editor, same widgets, source-aware field picker. See below ↓

White-label for agencies

Drop in your logo, brand color, and custom share-page header. Clients see your name, not ours. Per-dashboard light or dark theme.

PDF + CSV export

Every dashboard exports to a paginated PDF, every widget to CSV. Bundled jsPDF and html2canvas — no server roundtrip required.

See every feature →

Any table in your WordPress database. Same dashboards.

Tessera reads Formidable entries natively, but it doesn't stop there. Allow-list any MySQL table — WooCommerce orders, GiveWP donations, BuddyBoss activity, LearnDash progress, your own CRM tables — and they become first-class data sources. Same widget editor, same drill-down, same AI builder.

  • Explicit allow-list. Tables are invisible to Tessera until you tick them in Settings → Custom MySQL data sources. No table can be queried by accident.
  • Auto-detected schema. On allow, Tessera inspects the table and proposes the right primary key and datetime column. Confirm or override — no SQL.
  • Source-aware widget editor. Bind a widget to a custom table, and metric / group / column dropdowns repopulate from MySQL columns with type hints.
  • AI builder sees them too. Ask "build me a WooCommerce orders dashboard" — the model proposes widgets bound to the right table.
  • Read-only by design. Tessera never writes to custom tables. Inline edit stays scoped to Formidable forms.
See the full specTry it in the live demo →
Allow custom MySQL tables · 3 picked
wp_woocommerce_orders1.2M rowsdt: date_created_gmt
wp_givewp_donations48K rowsdt: donation_date
wp_bp_activity890K rowsdt: date_recorded
wp_learndash_progress210K rowsdt: modified
wp_crm_contacts32K rowsdt: created_at
wp_users4.1K rowsdt: user_registered

Operations teams, agencies, and anyone running a business on WordPress.

🧰

Agencies

Build client portals and KPI reporting in an hour, not a quarter. White-label so clients see your brand.

🛠️

Service ops

Service requests, follow-ups, satisfaction surveys — all joined into one operations dashboard with realtime stats.

🛒

WooCommerce + CRM

Dashboard your orders, donations, members, and CRM contacts straight from their MySQL tables. No exports, no syncs, no API rate limits.

🎓

Schools & athletics

Fundraising tracking, registration metrics, team stats. Public-facing leaderboards via share link.

Simple per-site licensing. Cancel anytime.

All plans include unlimited dashboards, all widget types, CSV export, and updates for one year. Renewals at full price.

Every plan unlocks every feature. Tiers differ only in the number of sites you can activate.

Starter

$13/month

1 site · For a single WordPress install.

or $125/year (save $31)

  • Unlimited dashboards + all 13 widget types
  • AI dashboard builder + chat insights
  • Multi-form joins + custom MySQL tables
  • Scheduled PDF email reports
  • White-label, share links, audit log
  • + 24 more — same on every plan

Card required. No charge for 3 days — cancel anytime from the customer portal.

Agency

$35/month

Unlimited sites · Activate on every WordPress install you manage.

or $350/year (save $70)

  • Unlimited dashboards + all 13 widget types
  • AI dashboard builder + chat insights
  • Multi-form joins + custom MySQL tables
  • Scheduled PDF email reports
  • White-label, share links, audit log
  • + 24 more — same on every plan

Card required. No charge for 3 days — cancel anytime from the customer portal.

All 29 features on every tier.

Pick a plan based on how many sites you need to cover, not which features you want.

  • Unlimited dashboards
  • All 13 widget types
  • Drill-down + inline entry editing
  • Multi-form joins (SQL-style)
  • Custom MySQL tables (WooCommerce, CRM, anything)
  • AI dashboard builder
  • AI widget builder
  • AI Insights chat (BYO key)
  • Dashboard Actions — create entries from connected forms
  • Interactive field filters (single, multi, cascading)
  • Dashboard-level date filter
  • Auto-publish to a WP page
  • Revocable share links
  • Bare share view (no theme)
  • Scheduled email reports
  • Branded HTML email + PDF link
  • Multi-page PDF export
  • Per-segment color palettes + presets
  • Display label overrides
  • Regex group extraction
  • Conditional formatting
  • Light + dark dashboard themes
  • Real-time cache invalidation
  • Activity / audit log
  • Magic-link customer portal
  • White-label branding
  • Role-based access
  • Auto-update via WP Updates
  • Priority email support
tes·se·ra
/ˈtɛs(ə)rə/ · noun · Latin

One tile means nothing. A thousand tiles make a picture.

A tessera is a small ceramic, glass, or stone tile — the building block ancient Romans used to compose mosaics. On its own, a single tessera is just a colored square. Arranged with intent, thousands of them become a portrait, a story, a record of the empire.

Form submissions are the same way. One entry is a single tile. Hundreds of them, properly aggregated, tell you exactly how the business runs. That's the work this plugin does — it arranges your tiles into the picture.

Answers to the questions we get most.

Do I need Formidable Forms Pro?

No. Tessera works with the free Formidable plugin. Pro versions add features but aren't required for any Tessera functionality.

How are licenses enforced?

Each site activation is recorded on our license server with HMAC-signed responses so they can't be forged. Deactivating in WP frees the slot for another site.

What happens if your license server goes down?

Tessera caches your last-validated state for 14 days. Your dashboards keep working even if our server is unreachable.

Can I use AI Insights without paying for tokens?

Yes — we support Groq (Llama 3.3 70B, free tier, very fast) and Google Gemini (also free tier, no credit card). You provide your own key.

Do you support multisite?

Each subsite counts as one activation. The Agency plan covers 25 sites, which is enough for most multisite networks.

What's your refund policy?

14 days, no questions asked. Email us and we refund — your license is deactivated on all sites.

Can I migrate from another BI plugin?

Tessera is data-source agnostic — it reads directly from Formidable's tables. Just deactivate the old plugin and add Tessera. Your forms stay where they are.

Does Tessera only work with Formidable Forms?

No. Formidable is the native, zero-config path, but Tessera dashboards any allow-listed MySQL table in your WP database — WooCommerce orders, GiveWP donations, BuddyBoss activity, LearnDash progress, custom CRM tables, anything. Same widget editor, same drill-down, same AI builder. Tables stay invisible until you explicitly tick them in Settings → Custom MySQL data sources, and Tessera never writes to them.

Ready to make your forms tell a story?

Install Tessera and have a working dashboard in 60 seconds.

Get Tessera