<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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<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>

<h2>Sales Analysis for Managers and Marketers</h2>
<p><em>Get in-depth views on fundamental Business Intelligence. Focused on sales and net revenue trends, regional analysis, product market,and customer trends.</em></p>
<p>Evaluate the economic performance of your business. Recognize trends and take appropriate decisions. Get the help that your management needs with<strong>Sales Analysis for WooCommerce</strong>. As a manager or assistant, you will get essential reporting tools that use accurate real-time data. Discover trends and optimize the profit margin of your business.</p>
<p>As a manager, you will use these analyses to measure and improve your sales strategy. Enhance the customer base of your business by identifying key products. Learn about your best-selling products and their market potential. Detect areas that offer windows of improvement. Focus on more profitable regions and segments.</p>
<p>The Sales Analysis tools we provide, help sales and product management substantially to understand which products, segments, and regions are successful in important marketing campaigns.</p>
<p><img class="aligncenter wp-image-4695194 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/Get-the-Insights.png" alt="WooCommerce Sales Analysis – Get the Insights. Discover the Trends. Optimize your Sales Revenue. Detect Opportunities. Focus on profitable Regions and Product Segments." width="1024" height="768" /></p>
<p>Get reports with fitting data for any desired period of time. Fine-tune them to any mix of products, product categories,and countries. Obtain relevant data per currency, with shops that use more than one. Each report features intuitive charts and pie charts. The reports show relevant data also in tabular form along with the charts. Reports also provide the option to export data for further external processing.</p>
<p><img class="aligncenter wp-image-4695352 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/Reports-Overview.gif" alt="WooCommerce Sales Analysis – A slideshow presenting views froms different reports" width="720" height="540" /></p>
<p>The new reports include Order Analysis, Revenue Analysis, Customer Analysis, Products by Country, Sales by Country, Product Revenue and Unit Sales.</p>
<figure id="attachment_18734006310754" aria-describedby="caption-attachment-18734006310754" style="width: 160px" class="wp-caption aligncenter"><img src="https://woocommerce.com/wp-content/uploads/2019/08/Sales-Analysis-Menu-2.png" alt="" width="160" height="240" class="size-full wp-image-18734006310754" /><figcaption id="caption-attachment-18734006310754" class="wp-caption-text">A new Sales Analysis menu provides access to all reports</figcaption></figure>
<p>The reports reflect data based on the following:</p>
<ul>
<li>Data from orders that are processing or completed is taken into account.</li>
<li>Revenues represent net amounts, excluding taxes, shipping,and taxes on shipping.</li>
</ul>
<p>Each report presents its data for a given time period. Standard time periods include the last 7 days, the current month, last month, last year and the current year. You can also use custom date ranges in your reports. Furthermore, each report’s main chart visualizes the data shown in its respective table.</p>
<p>The results can pinpoint particular products, product categories and countries. Explore data based on minimum and maximum order amounts. Furthermore, if your shop uses more than one currency, each report shows data based on the currency chosen.</p>
<p>Your reports allow exporting their data, which is also presented in tabular form below their charts.</p>
<p>Below you can see a brief overview of the available reports in<a href="https://woocommerce.com/products/woocommerce-sales-analysis/">Sales Analysis for WooCommerce</a>. In addition, please also have a look at the <a href="https://woocommerce.com/document/sales-analysis-for-woocommerce/">documentation</a> where each report is discussed in detail.</p>
<h2>Order Analysis</h2>
<p>The Order Analysis report shows how the number of orders evolves over time.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Order-Analysis.png" alt="A view of the Order Analysis report with graph, data and filters" width="980" height="1026" class="aligncenter size-full wp-image-18734006309812" /></p>
<p>Lead a successful enterprise using key metrics. Discover trends and where the business is headed to in terms of sales and revenue. Use reports that focus on trends and how sales develop over time, and hence, obtain valuable insights:</p>
<ul>
<li>Order Analysis</li>
<li>Revenue Analysis</li>
</ul>
<p>These reports help to reveal trends in order volumes. They also help to see where a firm is heading to in terms of order numbers and revenue.</p>
<h2>Revenue Analysis</h2>
<p>The Revenue Analysis provides a key view of the income that a business creates. It is based on the net sales considered over a period of time. Get a clear outlook on where your business is headed towards, based on current and historic sales data.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Revenue-Analysis.png" alt="A view of the Revenue Analysis report with graph, data and filters" width="980" height="1027" class="aligncenter size-full wp-image-18734006309815" /></p>
<h2>Customer Analysis</h2>
<p>The Customer Analysis provides an in-depth view of the number of customers a business has. You can also see important related key metrics. For instance, this report conveys vital information on where a business’ customers are. It also reveals how much they spend on average and whether there is repeat-business.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Customer-Analysis.png" alt="A view of the Customer Analysis report with graph, data and filters" width="980" height="1361" class="aligncenter size-full wp-image-18734006309820" /></p>
<h2>Sales by Country</h2>
<p>For your international business, it is certainly vital to grasp regional aspects of sales and revenue. Use the report on Sales by Country which furthermore outlines a very clear picture. Know exactly where your orders and customers come from.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Sales-by-Country.png" alt="A view of the Sales by Country report with graph, data and filters" width="980" height="1027" class="aligncenter size-full wp-image-18734006309822" /></p>
<h2>Products by Country</h2>
<p>Product-centered reports yield insights into where the markets for your products are and to what extent:</p>
<ul>
<li>Products by Country</li>
<li>Product Revenue</li>
<li>Unit Sales</li>
</ul>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Products-by-Country.png" alt="A view of the Products by Country report with graph, data and filters" width="980" height="1217" class="aligncenter size-full wp-image-18734006309825" /></p>
<p>You can also use these reports to discover what other products are often sold together. As part of several reports that focus on products, this report on Products by Country provides a detailed view of the order volume per product and country.</p>
<h2>Product Revenue</h2>
<p>The report on Product Revenue represents the total net revenue per product and country for any desired period of time. Make sense of the product revenue distribution with this key tool. See how revenue evolves and where it comes from with this report. Furthermore, it also serves a crucial purpose to discover trends in product lines and correlations.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Product-Revenue.png" alt="" width="980" height="1258" class="aligncenter size-full wp-image-18734006309830" /></p>
<h2>Unit Sales</h2>
<p>The report on Unit Sales shows the number of units sold per product, within a given period of time. Certainly, the report is essential in several areas of analysis. Use it to control price points, mean revenues and evaluate product output or sales performance.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Unit-Sales.png" alt="A view of the Unit Sales report with graph, data and filters" width="980" height="1255" class="aligncenter size-full wp-image-18734006309831" /></p>

Sales Analysis

<p>Sales Analysis for WooCommerce offers reporting for Marketers & Managers. Get insights on key metrics, international sales, revenue, product and customer trends.</p>

Role Based Analytics vs Sales Analysis