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Role Based Analytics for WooCommerce

Role-Based Analytics brings advanced user role reporting to WooCommerce Analytics, helping you track performance by User Roles across sales, orders, and more.
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L’abonnement comprend

  • Mises à jour et améliorations du produit
  • Assistance client
  • Remboursement garanti sous 30 jours

  • Dedicated User Roles Report: A full analytics page just for 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 Role Filters: Drill into a single role or compare multiple roles side by side.
  • Role Comparison Charts: Visualize 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 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 role data included.
  • Works with Any Role: Supports WooCommerce’s built-in roles plus custom roles created by plugins or code.
  • No Setup Required: Just activate the plugin—your Analytics dashboard gets powerful new insights instantly.

 

Unlock Powerful User Role Insights in WooCommerce

When organize your customers with user roles—like B2B, B2C, wholesalers, VIP members, or Discounted pricing group ? Role Based Analytics for WooCommerce gives you deeper insights into those existing roles. The plugin adds a dedicated User Roles report to your Analytics dashboard, letting you filter, compare, and track performance by role. In just a few clicks, view sales, orders, product performance, and coupon usage for any role—all without changing your usual WooCommerce workflow.

WooCommerce User Roles report with performance cards, time comparison chart, and role table
Performance cards for gross, net, and total sales with a time comparison chart and detailed user role table.

 

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 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.
  • Role Comparisons
    Compare multiple roles side by side with interactive charts. Track trends over time and see how different roles perform across sales metrics.
  • Visualize with Time & 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 roles side by side.
  • Single & Multi-Role Filtering
    Zoom into a specific role or analyze several roles at once for more flexible insights.
  • CSV Export
    Download detailed, 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

  • 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

  • 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

  • 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

  • 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

  • Monitor downloads by user role.
    View which 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


Questions and Support

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

Get support

 


Foire aux questions

Will this work with my custom user roles or membership plugins?

Yes! Any user role registered in WordPress is supported.

Do I need to configure anything?

The plugin works out of the box, but you can adjust settings for which roles are shown or excluded.

Does it change my existing data?

No, it only enhances reporting and does not modify orders, customers, or roles.

Can I export filtered reports?

Yes! Your exports will include user role data, both before and after filtering.

What happens if I don’t use custom user roles?

The plugin will still work and show “Customer” and “Guest” roles by default.

Does this plugin have options to create or manage user roles?

No, this plugin does not create or manage user roles. It uses the user roles already defined in your WordPress site. If you need to create or customize user roles, you can use a separate user role manager plugin.

Which analytics pages are supported?

Role Based Analytics for WooCommerce now provides a dedicated User Roles Report page, complete with performance cards, time and role comparison charts, and detailed tables filtered by user roles.

It also introduces a User Roles Leaderboard in the Analytics Overview, where you can instantly see top-performing roles ranked by orders, gross sales, returns, net sales, and total sales.

In addition, user role filters and columns are available on these WooCommerce Analytics screens:

  • Orders

  • Products

  • Categories

  • Coupons

  • Downloads

At this time, the plugin does not extend role-based filtering to Revenue, Variations, or Taxes reports—but these may be supported in future updates.

 

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