Role Based Analytics for WooCommerce

• Dedicated User Roles Report: A full analytics page just for User roles, complete with performance cards, charts, and comparisons.
• Performance Cards: At a glance, see key metrics like orders, gross sales, returns, net sales, total sales, and average order value.
• Single or Multiple User Role Filters: Drill into a single User Role or compare multiple User Roles side by side.
• User Role Comparison Charts: Visualize User Role performance over time with line or bar charts.
• Leaderboard : Instantly see your top-performing User Roles ranked by orders, gross sales, returns, net sales, and total sales—right in your WooCommerce analytics dashboard.
• User Roles Column: See which User Roles are associated with orders, products, categories, coupons, and downloads report page.
• Export to CSV: All reports and the dedicated User Roles page export with User Role data included.
• Works with Any User Role: Supports WordPress built-in User Roles plus custom User Roles created by plugins or code.
• No Setup Required: Just activate the plugin—your Analytics dashboard gets powerful new insights instantly.

Works with All User Roles, Globally

Role Based Analytics for WooCommerce plugin fully supports custom user roles created by any plugin, as well as the default roles that come with WordPress and WooCommerce. This means you don’t have to worry about compatibility—whether roles are built-in or added by another tool, they’re all recognized.

To make it clear, here are some of the default roles you’ll already find in WordPress and WooCommerce:
Administrator, Editor, Author, Shop Manager, and Customer.

Because the plugin supports user roles globally, you can be confident that sales data will always be tracked and reported correctly, no matter how your site defines or organizes its users.

Unlock Powerful User Role Insights in WooCommerce

When organize your customers with Custom User Roles, Role Based Analytics for WooCommerce gives you deeper insights into those User Roles. The plugin adds a dedicated User Roles report to your Analytics dashboard, letting you filter, compare, and track performance by User Role. In just a few clicks, view sales, orders, product performance, and coupon usage for any User Role—all without changing your usual WooCommerce workflow.

User Roles Report Page

Dive deeper into customer behavior with the User Roles Report Page in Role Based Analytics for WooCommerce. It gives you powerful tools to analyze sales and performance across User roles, all in one place:

• Performance Cards
  Instantly see key metrics like orders, gross sales, returns, net sales, total sales, and average order value—summarized for the selected period.
• User Role Comparisons
  Compare multiple User roles side by side with interactive charts. Track trends over time and see how different User roles perform across sales metrics.
• Visualize with Time & User Role Charts
  Switch between Time Comparison (this period vs. previous) and User Role Comparison charts to spot trends. View sales over time or compare multiple User roles side by side.
• Single & Multi-User Role Filtering
  Zoom into a specific User Role or analyze several User Roles at once for more flexible insights.
• CSV Export
  Download detailed, User role-based reports in CSV format for deeper analysis outside WooCommerce.
• Actionable Insights
  Spot role-based trends at a glance and use the data to refine pricing strategies, promotions, or loyalty programs tailored to each customer group.

Leaderboard

Easily identify your most valuable customer groups! The new Leaderboard feature in Role Based Analytics for WooCommerce gives you a clear table showing:

• User Role Rankings
  See which user roles generate the most orders, gross sales, returns, net sales, and total sales.
• Quick Insights
  Spot trends and compare user group performance at a glance—perfect for tracking wholesale, retail, member, and guest sales.
• Actionable Data
  Use leaderboard insights to shape your marketing, target high-value segments, or reward your top-performing user roles.

Products Report Page

• See which user roles are buying each product.
  Instantly view and compare sales, revenue, and order counts segmented by user role.
• Filter the products report by any user role.
  Focus only on the data for Wholesale, Retail, Member, or any custom group.

Categories Report Page

• Analyze category sales by user role.
  Understand which customer groups are purchasing from each category.
• Filter category analytics for detailed insights.
  Drill down to see sales for a specific user role in any product category.

Orders Report Page

• Segment orders by user role.
  Instantly identify who is placing orders—Retail, Wholesale, Guest, and more.
• Apply user role filters to order analytics.
  Quickly narrow down reports to see orders placed by a specific customer group.

Coupons Report Page

• Track coupon usage by user role.
  See which customer segments are using your discounts and promotions.
• Filter coupon analytics to optimize offers.
  Analyze coupon performance for each user role and adjust your marketing strategy.

Downloads Report Page

• Monitor downloads by user role.
  View which User Roles are accessing your downloadable products.
• Filter download reports for targeted analysis.
• Understand digital product usage across different customer groups.

How to Get Started

1. Purchase and download the Role Based Analytics for WooCommerce extension.
2. Install and activate the .zip file in your WooCommerce store.
3. Customize to your needs in the Analytics > Settings panel (optional).
4. Open WooCommerce Analytics—your reports now have user role filters and columns!

That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.

Documentation Need guidance? Check out the comprehensive documentation to learn everything you need to know about the Role Based Analytics for WooCommerce extension. View documentation

Support If you have pre-sale questions or need help, get in touch with our friendly Support Engineers. Get support