<ul class="wccom-tick-list-primary">
<li><strong>Dedicated User Roles Report:</strong> A full analytics page just for <strong>User roles</strong>, complete with performance cards, charts, and comparisons.</li>
<li><strong>Performance Cards:</strong> At a glance, see key metrics like <strong>Orders, Customer count, Gross sales, returns, net sales, Total sales, and Average order</strong> value.</li>
<li><strong>Single or Multiple User Role Filters:</strong> Drill into a single User Role or compare multiple <strong>User Roles</strong> side by side.</li>
<li><strong>User Role Comparison Charts:</strong> Visualize <strong>User Role</strong> performance over time with line or bar charts.</li>
<li><strong>Leaderboard :</strong> Instantly see your top-performing <strong>User Roles</strong> ranked by orders, gross sales, returns, net sales, and total sales—right in your WooCommerce analytics dashboard.</li>
<li><strong>User Role Aliases (Analytics-Only)</strong> – Group multiple User Roles under custom aliases for simplified reporting.</li>
<li><strong>User Roles Column:</strong> See which <strong>User Roles</strong> are associated with orders,  products, categories, coupons, downloads and Customers report page.</li>
<li><strong>Export to CSV:</strong> All reports and the dedicated <strong>User Roles</strong> page export with User Role data included.</li>
<li><strong>Works with Any User Role:</strong> Supports WordPress built-in User Roles plus custom User Roles created by plugins or code.</li>
<li><strong>No Setup Required:</strong> Just activate the plugin—your Analytics dashboard gets powerful new insights instantly.</li>
</ul>
<h3>Works with All User Roles, Globally</h3>
<p data-start="399" data-end="678">Role Based Analytics for WooCommerce plugin fully supports <strong data-start="425" data-end="468">custom user roles created by any plugin</strong>, as well as the <strong data-start="485" data-end="502">default roles</strong> 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.</p>
<p data-start="680" data-end="849">To make it clear, here are some of the default roles you’ll already find in WordPress and WooCommerce:<br data-start="782" data-end="785" /><strong data-start="785" data-end="847">Administrator, Editor, Author, Shop Manager, and Customer.</strong></p>
<p data-start="851" data-end="1045">Because the plugin supports user roles <strong data-start="890" data-end="902">globally</strong>, you can be confident that sales data will always be tracked and reported correctly, no matter how your site defines or organizes its users.</p>
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<div style="text-align: center;margin-bottom: 10px"><span style="font-weight: bold;font-size: 18px;color: #222"> Happy Customer Review</span></div>
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<p style="margin: 0;font-size: 15px">“We were looking for a solution to get analytics of the different user roles we have in WooCommerce (b2c and different b2b-roles). I tested different plugins of which “Role Based Analytics” was the best integrated one in the WooCommerce environment. You still use the same reports as before but get the opportunity to show the stats by <strong>user-role</strong>. Also it creates dashboard widgets with the most important stats which helps a lot! At the beginning we had some functionalities that we were missing but the support-team integrated them within days and the <strong>support</strong> in generel is phenomenal! So thank you so much for that <strong>beautiful solution and the great support!</strong> This is how it should be done by all plugin-developers!”</p>
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<p style="margin: 0;font-size: 14px;color: #555"><strong>Note:</strong> We are currently collecting verified reviews from our users. Once enough feedback has been submitted, reviews will automatically appear in the public <strong>Reviews</strong> section of this page.</p>
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<h2>Unlock Powerful User Role Insights in WooCommerce</h2>
<p class="p1">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.</p>
<figure id="attachment_18734005698044" aria-describedby="caption-attachment-18734005698044" style="width: 896px" class="wp-caption alignnone"><img class="size-medium wp-image-18734005698044" src="https://woocommerce.com/wp-content/uploads/2025/07/Copy-of-See-sales-performance-by-user-role.jpg?w=896" alt="WooCommerce User Roles report with performance cards, time comparison chart, and role table" width="896" height="597" /><figcaption id="caption-attachment-18734005698044" class="wp-caption-text">Performance cards for gross, net, and total sales with a time comparison chart and detailed user role table.</figcaption></figure>
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<h3>User Roles Report Page</h3>
<p>Dive deeper into customer behavior with the <strong>User Roles Report Page</strong> in Role Based Analytics for WooCommerce. It gives you powerful tools to analyze sales and performance across User roles, all in one place:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Performance Cards</strong><br />
Instantly see key metrics like orders, customer count gross sales, returns, net sales, total sales, and average order value—summarized for the selected period.</li>
<li><strong>User Role Comparisons</strong><br />
Compare multiple User roles side by side with interactive charts. Track trends over time and see how different User roles perform across sales metrics.</li>
<li><strong>Visualize with Time & User Role Charts</strong><br />
Switch between <em>Time Comparison</em> (this period vs. previous) and <em>User Role Comparison</em> charts to spot trends. View sales over time or compare multiple User roles side by side.</li>
<li><strong>Single & Multi-User Role Filtering</strong><br />
Zoom into a specific User Role or analyze several User Roles at once for more flexible insights.</li>
<li><strong>CSV Export</strong><br />
Download detailed, User role-based reports in CSV format for deeper analysis outside WooCommerce.</li>
<li><strong>Actionable Insights</strong><br />
Spot role-based trends at a glance and use the data to refine pricing strategies, promotions, or loyalty programs tailored to each customer group.</li>
</ul>
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<h3>Leaderboard</h3>
<p>Easily identify your most valuable customer groups! The new Leaderboard feature in Role Based Analytics for WooCommerce gives you a clear table showing:</p>
<ul class="wccom-tick-list-primary">
<li><strong>User Role Rankings</strong><br />
See which user roles generate the most orders, gross sales, returns, net sales, and total sales.</li>
<li><strong>Quick Insights</strong><br />
Spot trends and compare user group performance at a glance—perfect for tracking wholesale, retail, member, and guest sales.</li>
<li><strong>Actionable Data</strong><br />
Use leaderboard insights to shape your marketing, target high-value segments, or reward your top-performing user roles.</li>
</ul>
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<h3>Products Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>See which user roles are buying each product.</strong><br />
Instantly view and compare sales, revenue, and order counts segmented by user role.</li>
<li><strong>Filter the products report by any user role.</strong><br />
Focus only on the data for Wholesale, Retail, Member, or any custom group.</li>
</ul>
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<h3>Categories Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Analyze category sales by user role.</strong><br />
Understand which customer groups are purchasing from each category.</li>
<li><strong>Filter category analytics for detailed insights.</strong><br />
Drill down to see sales for a specific user role in any product category.</li>
</ul>
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<h3>Orders Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Segment orders by user role.</strong><br />
Instantly identify who is placing orders—Retail, Wholesale, Guest, and more.</li>
<li><strong>Apply user role filters to order analytics.</strong><br />
Quickly narrow down reports to see orders placed by a specific customer group.</li>
</ul>
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<h3>Coupons Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Track coupon usage by user role.</strong><br />
See which customer segments are using your discounts and promotions.</li>
<li><strong>Filter coupon analytics to optimize offers.</strong><br />
Analyze coupon performance for each user role and adjust your marketing strategy.</li>
</ul>
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<h3>Downloads Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Monitor downloads by user role.</strong><br />
View which User Roles are accessing your downloadable products.</li>
<li><strong>Filter download reports for targeted analysis.</strong></li>
<li>Understand digital product usage across different customer groups.</li>
</ul>
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<h3>Customers Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Filter customers by User Role.</strong> Works with built-in and custom roles.</li>
<li><strong>See key metrics at a glance.</strong> Orders, Total Spend, Last Active, Date Registered, Postal Code, Email, and Role.</li>
<li><strong>Search within any role.</strong> Quickly locate specific customers by name, username, or email.</li>
<li><strong>Include Guest customers.</strong> Track non-registered buyers alongside registered users.</li>
<li><strong>Export filtered results.</strong> Download role-specific customer lists for outreach or analysis.</li>
</ul>
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<h2>How to Get Started</h2>
<ol>
<li><strong>Purchase and download</strong> the Role Based Analytics for WooCommerce extension.</li>
<li><strong>Install and activate</strong> the .zip file in your WooCommerce store.</li>
<li><strong>Customize to your needs</strong> in the Analytics > Settings panel (optional).</li>
<li><strong>Open WooCommerce Analytics</strong>—your reports now have user role filters and columns!</li>
</ol>
<p>That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.</p>
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<h2>Documentation</h2>
<p>Need guidance? Check out the comprehensive documentation to learn everything you need to know about the Role Based Analytics for WooCommerce extension.</p>
<h4><a href="https://woocommerce.com/document/role-based-analytics-for-woocommerce/" target="_blank" rel="noopener">View documentation</a></h4>
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<h2>Support</h2>
<p>If you have pre-sale questions or need help, <span class="link-annotation-unknown-block-id--992406005">get in touch</span> with our friendly Support Engineers.</p>
<h4><a href="https://coderplus.co/contact/" target="_blank" rel="noopener">Get support</a></h4>
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Role Based Analytics

<p class="p1">Filter and compare WooCommerce sales reports by user role. Supports WordPress defaults and custom roles to highlight customer group-level performance.</p>

<p>Customer Analytics for WooCommerce extends WooCommerce analytics with advanced customer metrics that uncover patterns in your customer data.</p>
<p>While WooCommerce provides basic sales reports, store owners need deeper insights to make strategic decisions about customer retention, marketing spend, and product performance. Customer Analytics for WooCommerce bridges that gap by adding dedicated reports for customer lifetime value, repeat purchase rate, churn rate, and geographic performance — all within the native WooCommerce Admin interface.</p>
<h2>What This Plugin Does</h2>
<p>Unlike traffic analytics tools, Customer Analytics for WooCommerce reveals <strong>customer behavior patterns</strong> through advanced metrics designed for retention analysis and WooCommerce customer analytics. It extends your existing WooCommerce Analytics dashboard without requiring external services or third-party data sharing.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Privacy-First</strong>: All data processing happens on your server</li>
<li><strong>No External Dependencies</strong>: Works without third-party services</li>
<li><strong>Plug & Play</strong>: Works with existing data</li>
<li><strong>Native Integration</strong>: Seamlessly extends WooCommerce Admin interface</li>
</ul>
<h2>Five Analytics Reports</h2>
<h3>1. Lifetime Value (Customer Lifetime Value / CLV)</h3>
<p>Track average revenue per customer across your entire store, segmented by time periods and customer behavior patterns. The customer lifetime value WooCommerce report helps you understand the long-term profitability of different customer segments.</p>
<p><strong>Key Features:</strong></p>
<ul class="wccom-tick-list-secondary">
<li>Calculate average lifetime value in your store’s currency</li>
<li>Track customer lifetime duration in months</li>
<li>Segment by purchase behavior (one-time, repeat, loyal)</li>
<li>Customize loyalty thresholds to match your business</li>
<li>Export data for deeper analysis</li>
</ul>
<p><strong>Example:</strong> If your average customer lifetime value is $200 and acquisition costs $50, you have a 4x return on marketing investment — data that informs confident scaling decisions.</p>
<h3>2. Lifetime Value Trends</h3>
<p>Monitor how customer value evolves over time with historical trend analysis. This report provides cumulative lifetime value calculations with configurable lookback periods.</p>
<p><strong>Key Features:</strong></p>
<ul>
<li>Track lifetime value evolution with configurable monthly lookback periods</li>
<li>Monitor customer mix changes over time</li>
<li>Track customer value changes over time</li>
<li>Compare period-over-period performance</li>
</ul>
<p><strong>Example:</strong> Use trend data to correlate changes in customer lifetime value with marketing campaigns, product launches, or seasonal patterns.</p>
<h3>3. Repeat Purchase Rate</h3>
<p>Track the percentage of customers who return for additional purchases across customizable time periods. The repeat purchase rate WooCommerce report helps identify whether customer retention efforts are working.</p>
<p><strong>Key Features:</strong></p>
<ul>
<li>Calculate repeat purchase percentages</li>
<li>Track metrics daily, weekly, monthly, or yearly</li>
<li>Identify seasonal purchase patterns</li>
<li>Track customer retention WooCommerce metrics</li>
</ul>
<p><strong>Example:</strong> A rising repeat purchase rate indicates improving customer retention without additional acquisition costs.</p>
<h3>4. Churn Rate</h3>
<p>Monitor customer attrition with configurable detection periods tailored to your business cycle. The WooCommerce churn rate report identifies when customers stop purchasing so you can act on that data.</p>
<p><strong>Churn Detection Periods:</strong></p>
<ul>
<li>15, 30, 60, or 90 days for frequent purchases</li>
<li>4, 6, 12, or 24 months for seasonal businesses</li>
</ul>
<p><strong>Example:</strong> Tracking churn rate over time lets you measure whether retention campaigns are reducing customer attrition.</p>
<h3>5. Countries</h3>
<p>Analyze geographic performance with detailed country-level metrics that go beyond basic location reports.</p>
<p><strong>Key Metrics by Country:</strong></p>
<ul>
<li>Net sales</li>
<li>Total orders and items sold</li>
<li>Unique products purchased</li>
<li>Product performance segmentation for single countries</li>
<li>Compare multiple countries side-by-side</li>
</ul>
<p><strong>Example:</strong> Identify top-performing products by country to optimize inventory allocation and marketing for each market.</p>
<h2>Seamless Configuration & Setup</h2>
<p>The plugin integrates directly with your WooCommerce Admin dashboard:</p>
<ol>
<li><strong>Install & Activate</strong> – Standard WordPress plugin installation</li>
<li><strong>Configure Settings</strong> – Customize thresholds for your business model</li>
<li><strong>Start Analyzing</strong> – Access reports immediately with historical data</li>
</ol>
<h2>Technical Requirements</h2>
<p>Built to WordPress coding standards and optimized for WooCommerce’s High-Performance Order Storage (HPOS) system. The plugin is HPOS compatible and designed for stores running modern infrastructure.</p>
<p><strong>Requirements:</strong></p>
<ul>
<li>WordPress 6.0+</li>
<li>WooCommerce 9.0+ with HPOS enabled</li>
<li>PHP 8.3+</li>
<li>MySQL 8.0+</li>
</ul>
<p><strong>Performance Features:</strong></p>
<ul>
<li>Optimized queries using MySQL 8.0 features</li>
<li>Processes stores of all sizes with configurable options</li>
<li>Configurable lookback periods for very large stores</li>
<li>Efficient data loading and processing</li>
<li>Native WooCommerce Admin integration</li>
</ul>
<h2>Frequently Asked Questions</h2>
<p><strong>Works with existing data</strong> – Analyzes your historical orders immediately upon installation. No migration needed.</p>
<p><strong>Complete privacy</strong> – All data stays on your server. No external services or data sharing.</p>
<p><strong>Scales with your business</strong> – Optimized for stores with extensive order history using MySQL 8.0 features and configurable lookback periods.</p>
<p><strong>No coding required</strong> – If you can use WooCommerce, you can use Customer Analytics.</p>
<p><strong>Export report data</strong> – Download any report as CSV for external analysis.</p>

Customer Analytics

<p>Customer Analytics calculates customer lifetime value, repeat purchase rate, churn rate, and geographic performance using existing order data to provide insights into customer behavior patterns and support informed business decisions.</p>

Role Based Analytics vs Customer Analytics