<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>
<div class="woo-sc-box normal  success ">
<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>
<hr />
<table class="borderless">
<tbody>
<tr>
<td><img class="alignnone wp-image-18734002262567" src="https://woocommerce.com/wp-content/uploads/2014/08/unnamed-1.png?w=320" alt="" /></td>
<td>
<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>
</td>
</tr>
</tbody>
</table>
<hr />
<table class="borderless">
<tbody>
<tr>
<td><img class="alignnone wp-image-18734002262105" src="https://woocommerce.com/wp-content/uploads/2014/08/unnamed.png?w=320" alt="" /></td>
<td>
<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>
<p> </td>
</tr>
</tbody>
</table>

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>

<h3 data-path-to-node="3">TrendPulse: Your Conversion Optimization Toolkit</h3>
<p data-path-to-node="4">Running a successful WooCommerce store means keeping your customers engaged and confident in their purchases. Often, stores lose potential sales simply because the checkout button disappears as the customer scrolls, or because visitors leave without feeling a sense of urgency. TrendPulse helps you discover product trends, track performance patterns, and solve these conversion drops directly from your WooCommerce dashboard.</p>
<p data-path-to-node="5"><b data-path-to-node="5" data-index-in-node="0">Increase Visibility and Action</b> Instead of hoping visitors find their way back to the top of a long product page, our Sticky Add to Cart feature ensures the purchase button remains visible at all times. By keeping the cart accessible, you naturally increase clicks and streamline the checkout experience. To further encourage action, you can deploy customizable Countdown Timers that highlight limited-time offers and turn hesitation into immediate purchases.</p>
<p data-path-to-node="6"><b data-path-to-node="6" data-index-in-node="0">Build Trust and Recover Sales</b> Customers are more likely to buy when they see others doing the same. TrendPulse includes Sales Popups that display real, recent purchase notifications to build powerful social proof based on your actual WooCommerce orders. If a customer still decides to leave, our Exit Intent Popup detects their mouse movement and presents a targeted offer or reminder right before they exit, helping you recover abandoned carts before they are lost forever.</p>
<p data-path-to-node="7"><b data-path-to-node="7" data-index-in-node="0">Total Control in a Native Environment</b> You are never forced into a one-size-fits-all setup. The built-in display conditions system gives you full control to enable features globally, restrict them to specific categories, or apply them only to individual products. Everything is managed comfortably from your native WooCommerce settings panel, built entirely to follow standard WooCommerce UX guidelines.</p>
<p data-path-to-node="8"><b data-path-to-node="8" data-index-in-node="0">Optimized for Performance</b> TrendPulse is designed to enhance your store’s conversions without compromising your page speed. The plugin operates cleanly without external API calls, heavy third-party tracking scripts, or restrictive license key systems. It is highly developer-friendly, utilizing native WordPress hooks and filters, and is fully HPOS (High-Performance Order Storage) ready to ensure broad theme compatibility.</p>

TrendPulse

<p data-path-to-node="1">Increase your store’s conversions effortlessly with TrendPulse. This lightweight toolkit provides sticky add-to-cart buttons, customizable countdown timers, and social proof popups to turn hesitant visitors into confident buyers—all without slowing down your site.</p>

Role Based Analytics vs TrendPulse