<p>Role Based Analytics for WooCommerce brings User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work.</p>
<p>Bring User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work. It works with any User Role already available on your store, including roles from plugins or custom code that you use to group customers, such as wholesale, B2B, B2C, membership, VIP, retail, or other customer groups.</p>
<h2>What you’ll get</h2>
<p>With Role Based Analytics for WooCommerce, you gain access to role-based reporting tools inside WooCommerce Analytics:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Dedicated User Roles report:</strong> Review role-level performance in one place with cards, charts, tables, comparisons, and export support.</li>
<li><strong>Customer drilldown:</strong> Click a role to view the customers behind that customer group on the same screen.</li>
<li><strong>User Role filters across WooCommerce Analytics:</strong> Filter WooCommerce Analytics reports, including the Customers page, by User Role, guest customer, custom role, or role alias.</li>
<li><strong>Role comparison:</strong> Compare customer groups across orders, customers, sales, returns, and average order value.</li>
<li><strong>Guest checkout reporting:</strong> Analyze non-registered customer activity as its own reporting group.</li>
<li><strong>User Role table data:</strong> View User Role data directly in WooCommerce Analytics report tables.</li>
<li><strong>User Role Aliases:</strong> Group related roles under one reporting label for cleaner grouped reporting.</li>
<li><strong>Role-based CSV exports:</strong> Export filtered User Role data to CSV when you need deeper analysis.</li>
</ul>
<p><img class="wp-image-18734006578957 size-medium" src="https://woocommerce.com/wp-content/uploads/2025/07/wholesale-b2b-sales-report-woocommerce.jpg?w=896" alt="Wholesale and B2B sales report for WooCommerce showing User Role reporting insights for customer groups" /></p>
<h2>Scale your business</h2>
<p>Use User Role reporting to make faster decisions about customer groups, reduce manual spreadsheet work, and see which roles are driving orders, revenue, and guest checkout activity. Use these insights to:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Improve customer targeting:</strong> Better understand which customer groups drive the most orders and revenue so you can focus outreach and promotions where they matter most.</li>
<li><strong>Maximize reporting ROI:</strong> Use role-based analytics to replace manual spreadsheet work and spend more time acting on the results.</li>
<li><strong>Review customer behavior:</strong> See how registered customers and guest checkout customers perform so you can tailor your reporting and follow-up strategy.</li>
<li><strong>Make informed decisions:</strong> Compare customer groups with confidence instead of relying on blended totals or guesswork.</li>
<li><strong>Spot growth opportunities:</strong> Identify which User Roles, products, and categories are performing best and where attention is needed.</li>
</ul>
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<h2>Happy Customer Review</h2>
<blockquote><p>“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></blockquote>
<p><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>
</div>
<h2>Identify top-performing customer groups</h2>
<p>Get a quick overview of your top-performing User Roles and how they contribute to orders, revenue, returns, and average order value. Use these insights to:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Spot high-revenue groups:</strong> See which customer groups drive the most revenue and orders.</li>
<li><strong>Compare sales performance:</strong> Review how each User Role performs across different reporting periods.</li>
<li><strong>Track average order value:</strong> Identify customer groups with stronger order value.</li>
<li><strong>Review guest checkout performance:</strong> Compare guest checkout activity with registered customer groups.</li>
<li><strong>Find follow-up opportunities:</strong> See which customer groups may need retention, outreach, or account review.</li>
</ul>
<h2>Dig deeper using comparisons across metrics</h2>
<p>This plugin is built for total flexibility and automatically detects every User Role active on your store—no manual setup required. It works instantly with roles created by third-party membership, B2B, or wholesale plugins.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Wholesale & B2B segments:</strong> For instance, if you use a wholesale plugin, you can instantly see exactly how much your high-volume buyers contribute to your net sales.</li>
<li><strong>Custom segments:</strong> Whether you have a role for “B2B,” “B2C,” or “Affiliates,” the data is automatically available for custom user role reporting.</li>
<li><strong>Gross sales:</strong> Compare gross sales across customer groups.</li>
<li><strong>Returns:</strong> Track returns by User Role.</li>
<li><strong>Net sales:</strong> Understand net sales performance by customer group.</li>
<li><strong>Total sales:</strong> Compare total sales across customer group.</li>
<li><strong>Average order value:</strong> Identify customer group with stronger average order value.</li>
</ul>
<h2>View customers behind each customer segment</h2>
<p>Role-level totals show performance. Customer drilldown shows who is behind the performance.</p>
<p>From the User Roles report, click a role to view the customers associated with that customer group on the same screen. This helps you move from role-level totals to customer-level context without leaving the report.</p>
<h2>Compare registered and guest checkout customers</h2>
<p>Guest checkout customers are included as their own reporting group, making it easier to compare registered and non-registered customer performance.</p>
<p>Use Guest reporting to understand:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Guest revenue:</strong> See how much revenue comes from guest checkout customers.</li>
<li><strong>Guest buying behavior:</strong> Review which products and categories guest checkout customers buy.</li>
<li><strong>Registered vs guest comparison:</strong> Compare guest activity with logged-in customer groups.</li>
<li><strong>Alias planning:</strong> Decide whether guest checkout activity should be grouped with another reporting segment using User Role Aliases.</li>
</ul>
<h2>Simplify complex reporting with Role Aliases</h2>
<p>Running a complex store shouldn’t mean looking at messy reports. If your backend is cluttered with multiple custom roles, use Role Aliases to bundle them into logical business segments. This simplifies your charts and exports without touching your actual store permissions, pricing, or checkout behavior.</p>
<h2>Export Customer Group reports</h2>
<p>When you need deeper analysis, export role-based reports with selected role context included.</p>
<p>Role-based exports reduce cleanup before sharing data with a team, client, or spreadsheet workflow.</p>
<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 -> User Roles</strong> to view the User Roles report. You can also use the User Role filter on supported WooCommerce Analytics pages.</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, get in touch 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

<div>
<div>Role Based Analytics for WooCommerce adds User Role Analytics to WooCommerce, providing clear insights into which customer groups drive orders, revenue, and guest checkout activity.</div>
</div>

<p>Most WooCommerce store owners track revenue. Very few track actual profit. The gap between the two — product costs, payment gateway fees, shipping expenses, packaging, and overhead — is exactly where money silently disappears.</p>
<p>QuarkCode Neural Commerce closes that gap. It gives you a clear, real-time picture of what you actually keep after every sale, and tells you what to do about it.</p>
<p><strong>What you get from day one:</strong></p>
<ul class="wccom-tick-list-primary">
<li>The real net profit on every order, not just the revenue figure</li>
<li>Automatic margin alerts before loss-making trends become a problem</li>
<li>AI-generated forecasts and anomaly detection for your store’s data</li>
<li>A complete view of which customers, products, and categories drive real profit</li>
<li>Identification of slow-moving stock that is tying up your cash</li>
</ul>
<p><strong>True Net Profit Tracking</strong></p>
<p>Revenue numbers look good on paper, but they do not tell you whether you are actually making money. Neural Commerce factors in your Cost of Goods Sold (COGS), WooCommerce shipping costs, payment gateway fees (Stripe, PayPal, and others), and any custom overhead rules you define — so every profit figure shown is accurate, not estimated.</p>
<p>Profitability is tracked at the order level, product level, category level, and customer level, all visible from a single dashboard with real-time charts.</p>
<p><strong>Cost Management That Fits How You Work</strong></p>
<p>Enter product costs manually for individual products and variations, or import them in bulk via CSV if you have a large catalog. Neural Commerce supports variable products, meaning you can set a different cost for every individual variation.</p>
<p>Beyond basic COGS, you can define custom cost rules — a fixed packaging fee per order, a percentage-based labor cost, a warehousing charge — and the plugin applies them automatically across your calculations. Historical cost tracking means you can see how your margins have changed over time as supplier prices shift.</p>
<p><strong>AI-Powered Profit Insights</strong></p>
<p>Neural Commerce integrates with Gemini and Perplexity AI to bring predictive analytics directly into your store admin. Instead of only looking at what happened, you can ask what is likely to happen next.</p>
<p>The AI layer covers profit forecasting, natural language data queries, and anomaly detection — so if costs spike unexpectedly or a product’s margin collapses, the system flags it before it becomes a pattern. All data processing for AI features happens using only the context required, and your full sales data is never shared.</p>
<p><strong>Customer Lifetime Value (CLV)</strong></p>
<p>Not all customers are equal. Neural Commerce calculates the true lifetime value of every customer — accounting for their purchase history, average margins, and order frequency. Customers are automatically segmented into tiers (VIP, Loyal, New, At-Risk), and cohort analysis shows how retention rates change over time. This tells you which customers are genuinely worth retaining and which promotional efforts are costing more than they return.</p>
<p><strong>Dead Stock and Inventory Intelligence</strong></p>
<p>Capital sitting in unsold inventory is capital that is not working. The Dead Stock Analyzer identifies products that have not moved in a defined period, calculates how much cash they are tying up based on real COGS, and surfaces them in a dedicated dashboard view. Slow-moving inventory alerts can also be configured to notify you automatically.</p>
<p><strong>Automated Margin Alerts</strong></p>
<p>Neural Commerce monitors your store continuously and notifies you when something needs attention. Configurable alerts cover:</p>
<ul>
<li>Margin dropping below a set threshold on any product or order</li>
<li>A single order that comes in at a net loss</li>
<li>A supplier cost increase is detected on any product</li>
<li>A daily morning digest summarizing the previous day’s performance</li>
</ul>
<p>Alerts are delivered by email, and the digest timing (hourly or daily) is fully configurable from the settings panel.</p>
<p><strong>Built for Performance and Security</strong></p>
<p>All analytics data is stored in dedicated custom database tables, separate from WooCommerce’s core tables, to keep queries fast without slowing down your storefront. Data processing runs asynchronously in the background. The plugin follows WordPress security standards throughout: SQL injection prevention, XSS protection, CSRF token validation, and admin-only role-based access.</p>
<p> </p>
<div class="woo-sc-box info">Dashboard – Your Store’s Real Profit — Live, In One Screen</div>
<p><img class="alignnone size-medium wp-image-18734006415258" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Dashboard_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Neural Commerce Dashboard puts your most critical numbers front and center the moment you log in. Net Profit, Margin %, Total Revenue, and Order Count are displayed as live KPI cards — no digging through reports. A real-time activity chart shows your profit pulse as it happens, and an AI Forecast panel on the right shows where your numbers are heading, not just where they’ve been. For store owners who are tired of guessing whether today was actually a good day, this screen answers that in seconds.</p>
<p> </p>
<div class="woo-sc-box info">See Your Profit Trend Before It Becomes a Problem</div>
<p><img class="alignnone size-medium wp-image-18734006415259" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Dashboard_02.jpg?w=896" alt="" width="896" height="550" /></p>
<p>This view overlays your Revenue vs. Net Profit trends on a single timeline chart, making it immediately obvious when revenue grows but profit doesn’t — a classic sign of rising costs or margin erosion. Supporting KPI cards break down Payment Fees, COGS, and Shipping Costs so you can see exactly where money is leaking. Most WooCommerce analytics tools show you revenue. This shows you the gap.</p>
<p> </p>
<div class="woo-sc-box info">Top Performers and Worst Offenders — Ranked Automatically</div>
<p><img class="alignnone size-medium wp-image-18734006415257" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Dashboard_03.jpg?w=896" alt="" width="896" height="550" /></p>
<p>Neural Commerce automatically ranks your products by profit contribution, showing both your top 10 most profitable and worst 10 loss-makers side by side. No pivot tables, no exports — the dashboard surfaces which products are silently draining margins so you can act immediately. The summary panel below consolidates total COGS, fees, and net profit into a single snapshot for quick daily review.<br />
It also provides an AI Insights regarding the performance of your store.</p>
<p> </p>
<div class="woo-sc-box info">Powerful Analytics – Multi-Level Profit Breakdown — Store, Product, and Order</div>
<p><img class="alignnone size-medium wp-image-18734006415262" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Advanced-Analytics_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Advanced Analytics screen gives you profitability at three levels simultaneously: your entire store, individual products, and per-order. Each level is displayed as its own bar chart so you can compare scale — a product might look profitable in isolation but represent a small share of total store profit. Negative-value bars are shown clearly in a contrasting color, making loss-making products impossible to miss. This is the screen that tells you not just what sold, but what was actually worth selling.</p>
<p> </p>
<div class="woo-sc-box info">Revenue Trends, Segment Profit, and Customer Value — All in One View</div>
<p><img class="alignnone size-medium wp-image-18734006415263" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Advanced-Analytics_02.jpg?w=896" alt="" width="896" height="550" /></p>
<p>This is one of the most data-dense screens in the plugin, combining four views in a clean layout: a revenue trend line chart with area fill showing momentum over time, a segment profitability bar chart breaking down profit by customer tier (VIP, Loyal, New), a customer profitability ranking, and a detailed revenue breakdown table. Store owners running promotions or loyalty campaigns will see immediately which customer segments are generating real profit versus which ones are being acquired at a loss. Values are displayed in consistent units (thousands), making cross-comparison fast and accurate.</p>
<p> </p>
<div class="woo-sc-box info">Category Performance, Revenue Distribution, and Product Metrics at a Glance</div>
<p><img class="alignnone size-medium wp-image-18734006415261" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Advanced-Analytics_03.jpg?w=896" alt="" width="896" height="550" /></p>
<p>This four-panel analytics view gives a category-level and revenue distribution overview of your store using bar charts, a column chart, and a pie chart. It answers strategic questions like which product categories contribute the most to revenue, how that revenue is distributed across your catalog, and which individual products sit at the top of the performance ladder. Use it to spot which categories deserve more investment and which are diluting your overall store margins.</p>
<p> </p>
<div class="woo-sc-box info">Product Costs – Manage Every Product’s True Cost in One Place</div>
<p><img class="alignnone size-medium wp-image-18734006415270" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-ProductCosts_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Product Costs screen is where accurate profit calculations start. Each product row shows its selling price, COGS, handling costs, packaging, and labor — all editable inline. Color-coded highlights flag products where cost data is missing or where margins are dangerously thin. Without accurate COGS entered here, no profit figure in any dashboard is trustworthy. This screen makes it easy to keep that data clean, current, and complete across your entire catalog.</p>
<p> </p>
<div class="woo-sc-box info">Bulk Cost Updates – Update Hundreds of Product Costs in Minutes — Not Hours</div>
<p><img class="alignnone wp-image-18734006415266 size-medium" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Bulk-Cost-Updates_01-e1773590888927.jpg?w=896" alt="" width="896" height="367" /></p>
<p>When a supplier raises prices, manually updating costs product by product is not an option at scale. The Bulk Cost Update screen lets you import a CSV to update COGS across your entire catalog in one action, apply a percentage-based cost increase store-wide, or run a supplier-wide cost update for a specific brand or category. A preview step shows you exactly what will change before anything is saved. What used to take hours of spreadsheet work becomes a two-minute task.</p>
<p> </p>
<div class="woo-sc-box info">Order Profitability – Know the True Profit on Every Single Order</div>
<p><img class="alignnone size-medium wp-image-18734006415269" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-OrderProfitability_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Order Profitability screen lists every order with its full cost breakdown: Revenue, COGS, Shipping, Payment Fees, and Net Profit — all in one row. You can filter by date range or order status to isolate refund-heavy periods, promotion windows, or high-fee gateways. This is the screen that reveals loss-making orders the moment they happen — not at month-end when it’s too late to act. Clicking into any order gives you a line-by-line profit waterfall from sale price down to the final net.</p>
<p> </p>
<div class="woo-sc-box info">Customer Lifetime Value (CLV) – Know Which Customers Are Actually Worth Keeping</div>
<p><img class="alignnone size-medium wp-image-18734006415273" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-CLV_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Customer Lifetime Value dashboard segments your entire customer base automatically into tiers — VIP, Loyal, New, and At-Risk — based on real purchase history and profit contribution. The Churn Risk panel identifies customers showing signs of disengagement before they leave. The top 20 customers by predicted lifetime profit are listed with their current CLV, order history, and risk score. This turns your customer list from a headcount into a ranked asset — so you invest retention efforts where they generate the highest return.</p>
<p> </p>
<div class="woo-sc-box info">Dead Stock Analysis – Find the Inventory That’s Costing You Money Just By Sitting There</div>
<p><img class="alignnone size-medium wp-image-18734006415267" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Dead-Stock-Analysis_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Dead Stock Analyzer identifies products that haven’t sold within a configurable time window and calculates exactly how much capital they are tying up — based on your real COGS, not guesswork. Products are color-coded by risk level: critical (red), warning (yellow), and healthy (green), so you can prioritize clearance or bundling decisions at a glance. The summary KPIs at the top show total dead stock value and inventory aging distribution. Reclaiming that capital can directly fund better-performing inventory.</p>
<p> </p>
<div class="woo-sc-box info">Bulk Edit Prices – Edit Prices With Costs and Margins Visible Side by Side</div>
<p><img class="alignnone size-medium wp-image-18734006415268" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Edit-Prices_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Inline Price Editor shows your product’s current price, COGS, and resulting margin in the same row — so every price change you make is an informed one, not a guess. You can edit selling prices directly in the table without navigating to individual product pages. The highlighted margin column updates instantly as you type, making it easy to hit a target margin across multiple products at once. For stores running seasonal pricing or responding to cost increases, this screen removes the risk of accidentally pricing below cost.</p>
<p> </p>
<div class="woo-sc-box info">Profit Reports – Exportable Profit Reports by Product, Category, Customer, or Date</div>
<p><img class="alignnone size-medium wp-image-18734006415271" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-ProfitReports_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Profit Reports screen generates detailed profitability breakdowns filtered by any dimension — Product, Category, Customer, or Date range. Each report shows Revenue, COGS, Fees, Net Profit, and Margin % in a clean table that can be exported to CSV for accounting, investor reporting, or supplier negotiations. The filter-and-generate workflow is fast and straightforward, so you spend time acting on the data rather than extracting it.</p>
<p> </p>
<div class="woo-sc-box info">Settings – Full Control Over Alerts, AI, Fees, and Notifications</div>
<p><img class="alignnone size-medium wp-image-18734006415265" src="https://woocommerce.com/wp-content/uploads/2026/03/QCNC-Settings_01.jpg?w=896" alt="" width="896" height="550" /></p>
<p>The Settings panel puts complete configuration in one organized screen — no hunting across multiple admin pages. You can configure payment gateway fee structures (fixed, percentage, or both), set minimum margin thresholds for alerts, choose your AI provider and API key, control email digest timing, and manage notification channels including email. Every behavior of the plugin — how it calculates, when it alerts, and how it communicates — is controlled from here. It is built for the store owner who wants precision, not defaults.</p>

QuarkCode Neural Commerce – Advanced COGS and Order Profits

<p>Know the true profit behind every WooCommerce sale. Neural Commerce calculates real net margins per order, product, and customer by factoring in product costs, shipping, payment fees, and overheads — then alerts you when margins slip and uses AI to predict where profits are headed.</p>

Role Based Analytics vs QuarkCode Neural Commerce – Advanced COGS and Order Profits