How to Create a Custom WooCommerce Client Dashboard? Want to get started selling products or services online? Adding WooCommerce to WordPress well be your best option. W ooCommerce helps you sell products and services from your WordPress site. It’s a free WordPress plugin with additional features available as extensions. WooCommerce is made by Automattic, the corporate arm of WordPress, so when you use it, you’re in good hands. WooCommerce is for selling products and services. Specifically, it makes doing these things affordable and accessible. You can sell digital and physical products, manage inventory and shipping, take secure payments, and sort taxes automatically. You keep 100% control over all your data, there’s support for mobile devices, and the potential to scale your sites is limitless. Woo commerce is incredibly powerful and extensible, it’s also easy for beginners to use. With WooCommerce, anyone can set up and run a professional online store from their WordPress website. You don’t need to know any code at all.
How Can a Custom WooCommerce Dashboard Help? WooCommerce shop owners often miss out on the most crucial aspect of having an eCommerce store, and that is having access to proper analytics. Most of the time if store owners decide to study analytics, they go with Google Analytics free version. This is not a bad tool for calculating the performance of the e-commerce store, but it offers limited data analysis and some of the crucial elements like Checkout Behaviour Analysis. Checkout Behaviour Analysis is a much-needed metric that helps in understanding how the user flows through the website, and it also helps in identifying the bumps and blockages in your website. Metorik offers great in-depth reports which even a novice user can understand and learn from. One of the best features of Metorik among many others is that you can customize the WooCommerce dashboard with the simple drag and drop and editing process. Creating a Custom WooCommerce Sales Dashboard for your Clients The first tab you will see on the Metorik WooCommerce Dashboard is the Default Layout. It covers data like Net revenue, orders, customers data, refunds data, Google Analytics data, KPIs, subscription stats, and custom segmented data regarding customer activity. It will be a mix of all the cards that you can create with Metorik. The second default dashboard you will see is the Customer layout. This layout displays new customers you have acquired in the selected period, how many unique visitors you are getting, Segments displaying average LTV or lifetime value of registered customers, and the ones checked out as guests. You also get access to other segments like the one showing the activities of repeat customers such as total orders, LTV or Lifetime Value, etc. The third default dashboard you will see is Subscriptions. This focuses on subscription activity only. You can see how many new subscriptions you are getting, how many renewal orders you are receiving. You can also see how many subscriptions are active currently and how what is the total MRR and ARR for the selected time. Moreover, you can also view the
data of how many subscriptions you have to date using the “all-time” filter. There are further segments as well which tells which subscription will be renewed in the next x number of days and how many have been canceled in the past X number of days. Let’s see how you can customize the layouts, to only display the information our client needs. For this, you need to start with switching back to the default layout and then clicking the customize button/link at the top right corner of the analytics dashboard. Once you do that, you will see that all the cards will become editable and you can add, delete, and edit the cards you wish to modify or remove. At the bottom of the dashboard, you will also see an option to add a new card that you can add quickly and place as per your needs. Since we are creating a client WooCommerce dashboard, we can remove the ones which are not required for the clients. Let’s start by deleting the Conversion rate card, unique visitors card, or any card that you think will be irrelevant to your client. To delete a card, click on the dustbin icon on the card and it will automatically remove the card from your custom dashboard. You can even remove the headings that you find out the cards; they can be added again as well. It is good to add the Key Performance Indicators which will help your clients to work up the performance of the WooCommerce store. Winding up the dashboard: With all the dashboard customizations available to you, you can create your custom WooCommerce dashboard for your clients. Once you are done making changes, you can invite your clients so they can have a look at the dashboard you have built and can make future projects and plans accordingly.
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