Compass. KPI Dashboard for WooCommerce

Description

Compass turns your WooCommerce data into a focused report you can act on in an hour. One click produces a short executive summary, a ranked list of action items, and the period numbers for context — all from your store’s own database.

Every action item is built around the same four questions:

• What’s the pattern? A specific, measurable observation about your store.
• Why does it matter? One sentence on the business impact.
• What should you do? A concrete next step you can take today.
• How will you know it worked? A falsifiable test with a measurable outcome.

What Compass looks for

Compass v1.0 ships with eight Tier-1 finding rules. None of them is a number you can already see at a glance in the WooCommerce → Reports tab — they’re patterns the reports tab can’t surface. Each rule has a strict trigger threshold; rules that don’t apply to your store stay silent. Empty audits are the right answer when nothing is wrong.

• Stockout cost — currently out-of-stock products that were selling, with estimated lost revenue.
• Discount dependency — the share of paid orders that used a coupon, and how much margin discounts absorbed.
• Product rank trajectory — top-30 products that fell five or more ranks versus the prior period.
• Single-product concentration risk — when one product carries too much of your store’s revenue.
• Payment-method completion gap — gateways with materially worse completion rates than their peers.
• Refund-reason cluster — a keyword crossing 30% of refund notes across multiple SKUs (sizing, damage, expectation gap, etc.).
• Geographic concentration — the top three postcode prefixes accounting for more than half of revenue.
• Year-over-year anomaly — current 30-day window deviating from same-period-last-year after normalising for store growth.

What you get

• A short executive summary that leads with the highest-priority pattern.
• A ranked list of action items with confidence, impact, and effort bands.
• A “Numbers for context” appendix with paid orders, revenue, average order value, repeat-customer share, and your top five products.
• A downloadable Markdown copy of the report you can paste into a doc, an email, or a Slack thread.

Privacy

Compass reads only your local WooCommerce data — orders, products, refunds, coupons, and shipping addresses. It makes zero external HTTP calls. No data leaves your server. No telemetry, no phone-home, no API keys required. The plugin is reviewable in a sandbox and works on stores behind a firewall or in staging.

Clean uninstall

When you remove Compass, every option, transient, and cached value the plugin created is deleted. We don’t leave database garbage behind. The cleanup is multisite-aware and works correctly with persistent object caches like Redis or Memcached.

Roadmap

A PRO version with weekly automated reports, GA4 / Search Console signals, and AI-assisted causal analysis is in development at https://transactly.org/compass — see the About page in the plugin for details. Compass v1.0 is fully usable on its own and is not gated on the PRO release.