Description
Built to solve a real problem. A travel agency was collecting leads through their Forminator forms every day — and losing track of them. Spreadsheets got messy fast, and a full CRM was too expensive for what they actually needed. So instead of another monthly subscription, this plugin was born: put every lead in one place, right inside WordPress.
DevXpert Lead Dashboard for Forminator gives your team one place to manage every Forminator form submission as a lead — so nothing gets missed.
It adds a Lead Dashboard menu to your WordPress admin with charts, an all-leads list, and a detail view for each submission.
What you can do:
- See lead stats and charts at a glance.
- Browse, search, and filter all leads (by form, status, date, or assignee).
- Open any lead to view its form fields, change its status, and add feedback.
- Track six statuses: New, Positive, Negative, Follow Up, Converted, Closed.
- Leave rated feedback notes (positive / neutral / negative) on each lead.
- Export leads to CSV.
- Give team members a locked-down Sales Admin role that only sees the dashboard.
- Optionally require email verification (OTP) before a submission counts as a lead.
Requires the free Forminator plugin.
Third-Party Libraries
Bundles Chart.js v4.5.1 (MIT) for the dashboard charts, loaded locally with no external requests.
Source: https://github.com/chartjs/Chart.js/releases/tag/v4.5.1
Installation
- Install and activate the free Forminator plugin.
- Upload the
devxpert-lead-dashboard-for-forminatorfolder to/wp-content/plugins/, or install it from the Plugins screen. - Activate Lead Dashboard for Forminator.
- Open the new Lead Dashboard menu in your admin sidebar.
Tables are created automatically on activation. Submit a test entry on any Forminator form and it will show up as a new lead.
FAQ
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Does it work with the free Forminator?
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Yes. The free version of Forminator is all you need.
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Where are my leads stored?
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Status, feedback, and activity are kept in the plugin’s own tables. The form submissions stay in Forminator’s tables, so your data is never duplicated or moved.
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Do I lose data if I deactivate the plugin?
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No. Your data stays on deactivation. It is only removed if you delete the plugin from Plugins Delete.
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Can I have more than one Sales Admin?
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Yes. Assign the Sales Admin role to any users from Lead Dashboard Settings.
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How does email verification (OTP) work?
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When enabled for a form, visitors get a 6-digit code by email and must enter it before submitting. Codes expire in 10 minutes and are rate-limited. It uses
wp_mail()with your own SMTP settings (pre-filled for Brevo, but you can use any provider).
Reviews
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Contributors & Developers
“DevXpert Lead Dashboard for Forminator” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.1
- Added optional email verification (OTP) with configurable SMTP.
- Added a per-form OTP toggle in Settings.
- Bug fixes.
1.0.0
- Initial release: dashboard, all-leads list, lead detail, statuses, feedback, CSV export, and the Sales Admin role.