WhatConverts API Metrics

WordPress plugin to display lead metrics from the WhatConverts API.

Installation

1. Create a zip of the plugin:

   make zip

2. In WordPress admin: Plugins → Add New → Upload Plugin

3. Upload the zip and activate

4. Go to Settings → WhatConverts API and enter your API credentials

Configuration

Get your API credentials from WhatConverts: Tracking → Integrations → API Keys

Use a Master Account API key if you need to query multiple sub-accounts.

Shortcodes

Basic Usage (all accounts)

[wc_qualified_leads]
[wc_closed_leads]
[wc_sales_value]
[wc_quote_value]
[wc_total_leads]
[wc_last_updated]

Per-Account Usage

[wc_qualified_leads account_id="102204"]
[wc_closed_leads account_id="102204"]
[wc_sales_value account_id="102204"]
[wc_quote_value account_id="102204"]

Find the account_id in WhatConverts under Accounts → Account ID column.

Date Range

By default, all shortcodes show the last 12 months of data. Use the months parameter to adjust:

[wc_quote_value]                 → last 12 months (default)
[wc_quote_value months="3"]      → last 3 months
[wc_quote_value months="6"]      → last 6 months
[wc_quote_value months="all"]    → all time (fetched in yearly chunks)

Combine with account_id:

[wc_quote_value account_id="102204" months="3"]

Using with Elementor

1. Add a Shortcode widget
2. Enter the shortcode: [wc_qualified_leads account_id="102204"]
3. Preview/publish the page

Caching

• Data is cached per account and date range. Default TTL is 60 minutes and can be configured under Settings → WhatConverts API → Cache Length (minutes) (minimum 5 minutes).
• A cron job prewarms the cache hourly (wcm_prewarm_cache), so front-end/admin requests should not need to fetch live data. It prewarms existing cache keys and any targets returned by the wcm_prewarm_targets filter.
• Clear cache at Settings → WhatConverts API → Clear Cache. The Settings page preview uses cached data only; click “Refresh Preview (async)” if you want to schedule an immediate prewarm without blocking the page load.

Development

Requires PHP 8.0+

# Install dependencies
composer install

# Run tests
make test

# Create deployment zip
make zip

Metric Definitions

Shortcode	What it shows
wc_qualified_leads	Count of leads where quotable = "Yes"
wc_closed_leads	Count of leads with sales_value > 0
wc_sales_value	Sum of all sales_value (closed revenue)
wc_quote_value	Sum of all quote_value (potential revenue)
wc_total_leads	Total lead count

Debugging

Debug Attribute

Add debug="true" to any shortcode to log debug info to the browser console (admins only):

[wc_sales_value account_id="102204" debug="true"]

Open browser DevTools (F12) → Console to see:

• Cache hit/miss status
• Number of API requests made
• All calculated metrics
• Account ID and date range used

Debug Shortcode

Use [wc_debug] for a full debug summary:

[wc_debug account_id="102204"]

Shows:

• API request count
• All calculated metrics with explanations
• How to verify the numbers in WhatConverts UI

Server Logging

When WP_DEBUG is enabled, API requests are logged to wp-content/debug.log:

// In wp-config.php
define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);

API Limits

• Max 25 API requests per page load (failsafe)
• 2500 leads fetched per request (API maximum)
• Rate limit retries with exponential backoff

Updating the Plugin

1. Bump version in whatconverts-metrics.php
2. Run make test
3. Run make zip
4. In WordPress: Deactivate → Delete → Upload new zip → Activate

Settings persist across updates.