WooCommerce Dashboard for Store Metrics and Client Reporting

Customizable WooCommerce Dashboard for Clear Ecommerce Insights

A white label WooCommerce dashboard centralizes online store data in one intuitive view. Monitor key metrics like order volume, average order value, conversion rate, and product performance—then visualize it in a format clients understand.

Personalize each dashboard with your agency’s branding, filter by campaign or timeframe, and focus on the KPIs that matter most to your clients. Whether the goal is driving more repeat purchases or spotting high-performing products, everything is easier to act on when presented clearly.

Having used AgencyAnalytics in my digital agency for over 2 years, I couldn’t recommend it highly enough. Using this platform has allowed us to scale as an agency and provide more professional reports for our clients.

Brad Russell / Founder

10 Sections To Include in a WooCommerce Dashboard

1. Total Sales 

The total sales metric shows a WooCommerce store's entire transaction volume in dollar amounts, providing a clear snapshot of its financial performance. This essential metric reflects the direct outcomes of your marketing campaigns, showcasing the effectiveness of your strategies in real numbers.

Total sales offers a powerful revenue report reflecting the impact of your marketing efforts. The metric highlights the success of current campaigns and guides strategic decisions for future initiatives. With immediate access to gross sales and net sales, agencies quickly identify trends, adjust tactics, and improve overall sales performance. This strategic focus on key data points ensures your team optimizes marketing strategies efficiently.

2. Customers

The customers metric quantifies from the WooCommerce frontend dashboard represents the total number of unique buyers over a specified period. It tracks new and returning customers, which directly measures your client campaigns' reach and engagement.

The customers metric provides invaluable insights into customer engagement and loyalty. This customer data helps agencies pinpoint the effectiveness of their marketing strategies and refine their approaches to increase customer acquisition and retention. 

With detailed visibility into new versus returning customer ratios, agencies tailor communications, promotions, and offers to meet the audience's needs. This targeted approach boosts customer satisfaction and enhances overall performance of online store campaigns, leading to sustained business growth and strengthened client relationships.

3. Average Sales Value

The average sales metric represents the mean transaction value over a desired date range in a WooCommerce store. This key figure helps gauge customers' spending behavior and reflects the effectiveness of pricing strategies and promotions.

Integrating average sales data into a WooCommerce dashboard helps you gain critical insights into how much your clients’ customers spend per transaction. This information is pivotal for refining product pricing and marketing strategies to maximize revenue. A deeper analysis of this metric allows agencies to identify patterns in purchasing behavior, adapt their promotional tactics, and ultimately enhance the financial outcomes of marketing campaigns.

4. Total Orders

The total orders metric counts all completed sales in a given period on a WooCommerce store. It's a straightforward measure of the store's activity, showing the number of sales made.

Total Orders helps you see how well marketing campaigns work. Watching the number of orders increase or decrease reveals insights into customer reactions to client marketing. This information is vital for tweaking campaigns to get more sales. Keeping an eye on this metric ensures that your marketing moves pay off, helping you keep your strategies effective and aligned with business goals.

5. Refunds

The refunds metric measures the total number and amount of refunds issued by a WooCommerce store during a selected time frame. It helps gauge customer satisfaction and identify issues with products or services.

Adding refunds to a WooCommerce dashboard lets you monitor how often and why refunds occur. This visibility is essential for spotting recurring product issues or customer complaints. By understanding what drives refunds, you help clients improve their products or customer service, aiming to reduce refunds and increase customer happiness. Keeping refunds low is key to maintaining a positive reputation and improving the store’s bottom line.

6. Discounts

The discounts metric shows the total value of all discounts used in a WooCommerce store during a specific period. It helps clients see how much they're cutting prices and how those discounts impact sales.

Adding discounts to a WooCommerce dashboard lets you track the effectiveness of discount strategies. By looking at how discounts affect the number of orders, you can tell if promotions attract more customers or reduce revenue. This information is key to planning future promotions that entice customers without hurting profits. Properly managing discounts has the potential to increase sales and customer satisfaction while maintaining healthy profit margins.

7. Top Products Sold

The top products sold metric identifies which items sell the most in a WooCommerce store over a chosen period. This insight helps with customer behavior analysis and understanding product preferences and successful products.

Incorporating top products sold data into a WooCommerce dashboard provides in-depth analytics of a client’s best-selling items. This information is crucial for inventory management and marketing decisions. Knowing which products are popular, clients will adjust stock levels, tailor marketing efforts, and even develop promotions around these items. Recognizing top sellers helps ensure popular products are always available and featured, ultimately driving more sales and enhancing customer satisfaction.

8. Top Coupons Used

The top coupons used metric shows which discount codes are most popular in a WooCommerce store over a selected period. It helps you see which promotions are working best.

Including this metric on a WooCommerce dashboard lets you see which coupons draw the most customers. This information is key for adjusting your promotional strategies effectively. By knowing which coupon codes are a hit, you can focus on similar offers in the future to attract more sales. Analyzing popular coupons helps you tailor your marketing efforts to what your clients’ customers want, making each campaign more successful and efficient.

9. Order Count

Order count totals the number of orders placed in a WooCommerce store during a specific period. It's a straightforward measure of store activity and customer engagement.

Tracking order count helps you gauge the effectiveness of marketing campaigns and promotional activities. By monitoring how many orders are placed and their current order status (completed, processing, canceled, etc.), your agency will identify sales trends, adjust strategies, and ensure your promotional efforts convert interest into actual sales, boosting customer engagement and business growth.

10. Goal Tracking 

Including goal tracking in a WooCommerce dashboard is critical for showcasing progress against client objectives. It offers a clear perspective on how online sales and marketing efforts align with set targets, enabling agencies to highlight their value and make strategic adjustments. 

Goal tracking ensures that agencies accurately assess the effectiveness of their campaigns and adjust tactics to optimize results, enhancing client satisfaction and business outcomes.

Creating relevant KPI goals is key for agencies to measure the success of their client campaigns effectively. These goals should reflect the client's business objectives and offer clear benchmarks for assessing progress. Here are some best practices:

• Align With Business Objectives: Ensure each goal directly supports the client's key business aims.

• Define Clear Metrics: Choose quantifiable metrics for accurate tracking and analysis.

• Set Feasible Timeframes: Establish realistic deadlines to keep goals achievable and momentum high.

Customizable Dashboards To Meet Client Needs

Add key metrics, like shipping costs, customer name, total amount of taxes collected, and more from your client's marketing and sales platforms to create a comprehensive reporting dashboard.

This helps track all the necessary data points, even those not covered in an existing template. Simply use the drag-and-drop editor to build and customize client dashboards.

For even faster reporting and client onboarding for all of your Ecommerce clients, try the Smart Dashboards feature. Busy agencies create and save custom dashboards in just 11 seconds, making it easy to tailor reports to specific client needs, objectives, and marketing platforms. Track every campaign with precision and clarity.

Streamline Reporting With WooCommerce Dashboards and Focus on What Matters

WooCommerce dashboards streamline client reporting and campaign analysis, allowing agencies to focus on creating effective strategies and building client trust.

One of the key features of an automated WooCommerce dashboard it that it saves countless hours by eliminating manual data entry and report generation, providing instant access to organized, actionable insights. This efficiency lets your team focus on strategy and client engagement rather than getting tangled in data management.

Dashboard templates add value by offering a consistent framework customized for different clients. Ensure quality and relevance in reporting, adapt to the growing number of clients without additional workload, and scale without sacrificing the quality of service or client relationship management.

We love using AgencyAnalytics, and of all the SEO tools we invest in, we consider this to be the most important one! When we’re able to clearly show a client their data, we improve client retention.

Jessica Tappana / Owner