The Analytics Dashboard
The dashboard is your starting point — an at-a-glance view of who’s buying, what they’re looking for, and what’s selling, built from your store’s own data.
Where to find it
Open Customer History → Dashboard from the wp-admin menu. It’s the first item under the Customer History menu and loads as soon as the plugin is active — there’s nothing to configure first.
The dashboard at a glance
The free dashboard is a set of widgets, each focused on one question:
- Top Customers — your highest-value customers by total spend.
- Latest Orders — the most recent orders, with customer and total.
- Top Selling Products (this month) — what’s moving right now.
- Top Searches — the most common on-site search terms.
- Recent Searches — the latest individual searches as they come in.
- Most-Viewed Products — the products getting the most attention, by view count.
- Top Categories — your most-viewed product categories (this widget fills in with Pro’s category/brand stats).
Each widget reflects the free 90-day window. Every customer and session is still recorded from day one — Pro simply unlocks the full history.
Your other free pages
The dashboard summarizes; these free pages go deeper:
- Customers & Users — the full customer list (up to 100) with filters and CSV export, and each customer’s profile.
- Revenue — net revenue, orders, average order value, and customer count for the period, each with a period-over-period comparison and a trend chart.
- Search Analytics — top and recent searches, most-viewed products, and viewed categories on one page.
- Segments and Order History — save a filtered customer list, and browse orders with date and status filters.
Reading the numbers
- Top Customers tells you who’s worth keeping close — the people behind the revenue, not just the totals.
- Top & Recent Searches show the words shoppers actually use. Watch for terms you don’t stock or don’t name the way customers do — that’s demand and language you can act on.
- Most-Viewed Products highlights strong interest. A product viewed a lot is a candidate for a better description, photos, or placement.
- Compare like with like — this month vs last month, not this week vs last month — so seasonality doesn’t mislead you.
What Pro adds Pro
Pro layers customer intelligence onto the same dashboard and adds dedicated pages:
- Intelligence widgets — RFM segment distribution, health-score and at-risk alerts, lifecycle funnel, behavioral tags, and churn risk, right on the dashboard.
- Revenue & abandoned-cart widgets — a richer revenue snapshot and value-at-risk from abandoned carts.
- Statistics & Sessions pages — deeper stats (site pages, viewed-vs-purchased ratio, product revenue, conversion funnel, frequently-bought-together, revenue heatmap) and full session history beyond the 90-day window.
Observation, not automation
The dashboard is read-only. It surfaces who to pay attention to and what to stock — it never emails customers, changes orders, or creates coupons. What you do with the insight is up to you.
A simple weekly routine
- Skim Top & Recent Searches for new demand or product gaps.
- Check Top Customers and reach out to a few personally.
- Compare Revenue and Top Selling Products to last month before planning promotions or restocks.
Still need a hand?
Can’t find the answer here? Send a note and the founder will help.
Contact support