WooAnalytics Pro
Store Analytics Dashboard

1 Introduction

WooAnalytics Pro is a powerful analytics dashboard for WooCommerce that transforms your raw order data into clear, actionable business intelligence. Unlike WooCommerce's built-in reports, WooAnalytics Pro gives you profit tracking, customer lifetime value, RFM segmentation, AI-powered insights, and automated email reports — all in one beautiful interface.

What You Can Do

System Requirements

Requirement	Minimum Version
WordPress	6.2 or higher
WooCommerce	8.0 or higher
PHP	8.1 or higher
MySQL / MariaDB	5.7 / 10.3 or higher
Action Scheduler	Bundled with WooCommerce

2 Installation & Activation

Installing the Plugin

1. 1
   Log in to your WordPress admin panel at yoursite.com/wp-admin
2. 2
   Navigate to Plugins → Add New → Upload Plugin
3. 3
   Click Choose File and select the wooanalytics-pro.zip file downloaded from CodeCanyon
4. 4
   Click Install Now, then Activate Plugin
5. 5
   Navigate to WooCommerce → Analytics Pro to open the dashboard

What Happens on Activation

When WooAnalytics Pro activates, it automatically:

• Creates 5 custom database tables (prefixed with wap_)
• Seeds default settings (cache TTL, low stock threshold, etc.)
• Backfills 90 days of KPI data from your existing WooCommerce orders
• Schedules nightly data aggregation at 02:00 UTC via Action Scheduler
• Schedules weekly customer stats refresh every Monday at 03:00 UTC

If You See $0.00 After Activation

The KPI cards read from pre-computed data. If they show zeros immediately after installing, click the 🔄 Refresh Data button in the top-right corner of the dashboard header to trigger an immediate backfill.

3 Overview Dashboard

The Overview tab is your store's command center. It shows your most important KPIs at a glance, a revenue trend chart, and your top-selling products.

KPI Cards

Six metric cards appear across the top. Each shows the current period value and — when Compare to Prior Period is enabled — a coloured trend arrow showing percentage change.

Card	What It Measures
REVENUE	Total order revenue (completed + processing orders)
GROSS PROFIT	Revenue minus Cost of Goods Sold — requires cost prices to be set
ORDERS	Total orders placed in the selected period
AVG. ORDER VALUE	Revenue ÷ Number of orders
NEW CUSTOMERS	Customers placing their first-ever order in the period
REFUNDS	Total refund amount processed in the period

Period Picker

• Quick Presets: Click any preset to instantly switch periods. The active preset is highlighted in blue.
• Custom Range: Enter start and end dates in the date pickers and click Apply.
• Compare to Prior Period: Tick this checkbox to show ▲▼ trend arrows and % change on every KPI card.

Revenue Over Time Chart

• Y-axis always starts at $0 — no misleading scaling
• Data points are hidden for periods longer than 30 days to keep the chart clean
• Hover over any point to see the exact revenue and date in a tooltip

Top 5 Products Panel

4 Products & Profit

The Products & Profit tab is your margin intelligence center. Once cost prices are added, it shows per-product profitability with health badges, and lets you manage costs inline or via CSV bulk import.

Profit Summary Cards

Card	Description
TOTAL COGS	Sum of all cost-of-goods-sold for products with cost prices set
GROSS PROFIT	Total revenue minus total COGS for products with costs entered
OVERALL MARGIN	Gross profit ÷ revenue, as a percentage
MISSING COGS	Number of products that have sales but no cost price set

The Best / Worst Margin highlight bar below the cards shows the highest and lowest margin products at a glance.

Margin Health Badges

Adding Cost Prices

There are three ways to add cost prices to your products:

1 Inline Editor — Single Products

1. 1
   Go to the Products & Profit tab
2. 2
   Find your product and click + Add cost (or an existing cost value) in the Cost/Unit column
3. 3
   Type the unit cost and click the ✓ checkmark button
4. 4
   The row refreshes instantly with updated margin and health badge

2 CSV Bulk Import — Many Products

1. 1
   Scroll to Bulk Import Cost Prices at the bottom of the Products & Profit tab
2. 2
   Prepare your CSV with columns product_id and cost_price
3. 3
   Paste the CSV content into the text area and click Import

product_id,cost_price
101,45000
102,12000
103,8500

3 Product Edit Screen

1. 1
   Navigate to WooCommerce → Products and edit any product
2. 2
   In the General tab, find the Cost Price field (marked with a blue WooAnalytics Pro badge)
3. 3
   Enter the cost price and save the product. For variable products, each variation has its own Cost Price field.

5 Customer Analytics

The Customers tab gives you a deep understanding of who your customers are, how valuable they are, and which ones need attention — all powered by RFM (Recency, Frequency, Monetary) analysis.

Refreshing Customer Stats

Customer stats refresh automatically every Monday. To trigger an immediate refresh:

1. 1
   Click 🔄 Refresh Stats at the top of the Customers tab
2. 2
   Wait a few seconds — the button shows "Refreshing…" while processing
3. 3
   The page reloads automatically with fresh segments, LTV scores, and cohort data

RFM Segments

Every customer is automatically assigned to one of six segments based on how recently they ordered, how often, and how much they've spent:

Cohort Retention Grid

The cohort grid answers: "Of the customers who first ordered in Month X, how many came back in subsequent months?"

Column	Meaning
Cohort	Month when these customers first ordered (e.g. 2026-03)
Size	Number of customers who first ordered in that month
M+0	Always 100% — all customers ordered in their acquisition month
M+1	% who placed another order the following month
M+2, M+3…	Retention in subsequent months — aim for 15-30%+ at M+1

CSV Export

Scroll to the bottom of the Customers tab to find export buttons:

• Customers CSV — exports email, LTV, order count, first/last order date, RFM segment, LTV score
• Products CSV (This Month) — exports product name, revenue, COGS, gross profit, margin %, health badge

Both files are UTF-8 with BOM for full Excel compatibility.

6 AI Insights

The AI Insights tab uses Anthropic Claude to generate plain-English analysis of your store data. Each insight type provides specific, actionable recommendations based on your actual numbers.

Setup (One-Time)

1. 1
   Get a free API key at console.anthropic.com
2. 2
   Navigate to API Keys → Create Key — copy the key (starts with sk-ant-)
3. 3
   In WooAnalytics Pro, go to ⚙️ Settings → AI Insights
4. 4
   Paste your key and click Save Settings
5. 5
   Go to 🤖 AI Insights and click ↻ on any card to generate your first insight

Insight Types

Type	What Claude Analyzes
📅 Daily Summary	Yesterday vs. the day before — catches day-over-day changes and flags anomalies
📈 Weekly Trends	Last 7 days vs. prior 7 days — identifies weekly growth or decline patterns
🗓️ Monthly Overview	This month vs. last month — strategic comparison with growth drivers highlighted
📦 Product Margins	Top 3 and bottom 3 margin products — profitability analysis and improvement suggestions
👥 Customer Health	RFM segment distribution — churn risk identification and retention recommendations

Choosing a Model

Model	Best For	Cost / Insight
Claude Haiku (Default)	Fast generation, most stores, high volume	~$0.00015
Claude Sonnet	Deeper analysis, complex/luxury product catalogues	~$0.002

7 Settings

AI Insights Settings

Setting	Description
Anthropic API Key	Your personal key from console.anthropic.com. Stored securely, never displayed in full.
AI Model	Claude Haiku (fast, affordable) or Claude Sonnet (higher quality)
AI Insights	Enable or disable the AI Insights feature. Disable to prevent any API calls.

Email Report Settings

Setting	Description
Automated Reports	Enable recurring email reports. Disable to stop all automated sending.
Schedule	Weekly (every 7 days) or Monthly (1st of each month at 08:00)
Send Day	For weekly reports: which day to send (Monday–Sunday)
Recipients	Comma-separated list. Example: admin@store.com, team@store.com

Sending a Test Report

1. 1
   Enter your email in the test field next to 📧 Send Test Report
2. 2
   Click the button — the report arrives within 1–2 minutes
3. 3
   If nothing arrives, check spam and ensure WordPress wp_mail() is configured (WP Mail SMTP recommended)

8 Data Management

How Aggregation Works

• Live reads (instant): Top 5 Products, individual order data
• Aggregated reads (fast): KPI cards, revenue chart — read from wap_daily_stats
• Nightly job: Action Scheduler runs at 02:00 UTC, computing yesterday's totals

Manual Refresh

Click 🔄 Refresh Data in the dashboard header to trigger an immediate 90-day backfill. Alternatively, go to WP Admin → Tools → Scheduled Actions, search for wooanalytics_daily_aggregation, and click Run.

Database Tables

Table	Purpose
wap_daily_stats	Pre-computed daily KPIs (revenue, orders, customers, refunds)
wap_product_costs	Cost prices per product or variation ID
wap_customer_stats	Customer LTV, order count, first/last order, RFM segment
wap_ai_insights	Cached AI-generated insight text with timestamps
wap_email_reports	Log of sent email reports (recipients, status, timestamp)

9 Troubleshooting

KPI Cards Show $0.00

Cause: The wap_daily_stats table is empty or doesn't cover the selected period.

Fix: Click 🔄 Refresh Data in the header to backfill 90 days. Then switch to "Last Month" or a period where you know orders exist.

"Failed to load data. Please refresh."

• Go to Settings → Permalinks → click Save Changes to flush rewrite rules
• Check that WooCommerce is installed and active
• Visit yoursite.com/wp-json/wooanalytics/v1/dashboard directly — the error response will identify the exact cause

AI Insights Not Generating

• No API key: Add your Anthropic key in Settings → AI Insights
• Wrong key: Verify at console.anthropic.com — key must start with sk-ant-
• No credit: Top up your Anthropic account balance (minimum $5)
• No cost data: Product Margins insight requires at least one product with a cost price
• No customer data: Customer Health insight requires Refresh Stats to be run first

Refresh Stats (Customers) Fails — 500 Error

Run this SQL in phpMyAdmin or Adminer once:

ALTER TABLE wp_wap_customer_stats
  MODIFY COLUMN ltv_score INT UNSIGNED NOT NULL DEFAULT 0;

ALTER TABLE wp_wap_customer_stats
  ADD UNIQUE KEY customer_email_unique (customer_email);

Test Email Not Received

1. 1
   Check your spam / junk folder first
2. 2
   Install WP Mail SMTP and configure a transactional mail provider (SendGrid, Mailgun, etc.)
3. 3
   Use the WP Mail SMTP test tool to verify basic email delivery

10 Quick Reference

UI Shortcuts

Action	How
Backfill 90 days of data	🔄 Refresh Data button in dashboard header
Recompute RFM segments	🔄 Refresh Stats in Customers tab
Generate a fresh AI insight	Click ↻ on any insight card
Edit a product cost price	Click any value in the Cost/Unit column
Sort the product/customer table	Click any underlined column header
Filter by margin health	Click the colored pills (All / Good / Warning / Poor / No cost)
Filter by customer segment	Click the segment pills in the Customers tab

REST API Endpoints

Endpoint	Description
GET /wooanalytics/v1/dashboard	KPI cards for period
GET /wooanalytics/v1/sales	Revenue chart data
GET /wooanalytics/v1/products	Product list with profit metrics
GET /wooanalytics/v1/profit	Profit summary for period
POST /wooanalytics/v1/cogs	Save cost prices
GET /wooanalytics/v1/customers	Customer list with LTV/RFM
GET /wooanalytics/v1/cohort	Cohort retention data
GET /wooanalytics/v1/ai-insight	Latest cached insights
POST /wooanalytics/v1/ai-insight/refresh	Generate fresh insight
GET /wooanalytics/v1/export/csv	CSV export (type=products|customers)

All endpoints require authentication via cookie + X-WP-Nonce header with manage_woocommerce capability.