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How to read the dashboard and analytics

Read store numbers from the local copy of orders. Shoppers still check out on WooCommerce. Dashboard is a snapshot. Analytics adds filters and an Executive summary. Neither page queries WooCommerce Analytics on the store.

What it is

At the top of the sidebar, open Dashboard or Analytics. They are two pages. Dashboard is an overview snapshot for a date range. Analytics is the same local order copy, with Filters, comparison to the previous period, and Executive summary. The Analytics badge reads From your synced orders. A new order that the companion already pushed is an extra row. The next load includes it.

How it helps you

You see sales, orders, refunds, top products, and ops alerts without opening WordPress. On Analytics you can filter by category, tag, attribute, status, product, or customer, then generate an on-demand Executive summary. The numbers are the local order copy, not a live WooCommerce Analytics query.

What is included

  • No store connected: Heading No store connected. Body Connect a WooCommerce store to see your data. Button Connect store.
  • Initial sync required (Dashboard only): Heading Initial sync required. Body: No data has been synced from your store yet. Run the sync once – it keeps running in the background even if you navigate between pages. Button Go to sync page (Settings). Analytics does not show this card.
  • Dashboard header: Title Dashboard. Subtitle Overview snapshot – then the period. Link View analytics. Failed to load data. can appear if the overview request fails.
  • Dashboard date range: Applies immediately. Presets in this order: Today, Yesterday, This Week, This Month, Last 30 Days (default), Last 60 Days, This Quarter, This Year, Last Year, All Time, then Custom Range. Custom Range shows From date and To date. Windows follow the store timezone. This Week starts Sunday.
  • Dashboard KPIs: Total sales (hero, with Shipping and Net sales under it), Orders, Average order, New customers, Refunds. Deltas vs. previous period. Copy No change when there is no delta. A rise in Refunds is shown as bad.
  • Dashboard charts: Revenue trend. Orders by status. Order sources. Empty chart copy No orders in range.
  • Dashboard extra tiles: Returning customers (hint of registered customers in range). Items per order (avg). Add-to-Cart Popup revenue only when those stats exist (hint N items · N orders).
  • Active promotions: Empty No active promotions in range. Link N active to Promotions.
  • Top coupons: Empty No coupon usage. Rows show N uses. Link N active to Coupons.
  • Ops tiles: Orders awaiting processing (opens Orders filtered to processing). Low stock (hint up to N units). Out of stock.
  • Top products (Dashboard): Empty No sales data in this range.
  • Searches with no results: Empty No zero-result searches. Link Go to Search Engine.
  • Waitlist – most-requested products: Shows only when the waitlist has subscribers. Empty No active waiters.
  • AI content coverage: Rings for FAQs, SEO descriptions, Linked products. Empty No published products. Link Go to Products.
  • Top searches: Empty No searches in range. Link Go to Search Engine.
  • Analytics header: Title Analytics. Period label plus badge From your synced orders.
  • Analytics date and Filters: Date and entity filters stay in a draft until Show. Button Filters opens a dialog titled Filters: Category, Tag, Attribute (Choose a value), Status, Product (Search products…), Customer (Search customers…). Hint Unapplied changes when the draft differs. Reset restores Last 30 Days and clears entity filters. In the dialog: Clear filters and Show.
  • Analytics KPIs: Orders, Items sold, Total sales, Shipping (rise is bad), Net sales, Average order, New customers, Refunds (rise is bad). Each vs. previous period.
  • Analytics chart: Daily revenue if the range is 90 days or less, Weekly revenue if 365 days or less, otherwise Monthly revenue.
  • Top products in range: Columns Product, Quantity sold, Revenue. Empty No sales data in the selected range. Link View all products.
  • Executive summary: Analytics only. Empty copy Generate an AI breakdown of your store performance with tailored recommendations. Button Generate summary (2 credits). After a summary: Regenerate (2 credits). While running: Analyzing… and AI is analyzing your store… On demand, never automatic. Uses the current date range and status filters.
  • Default status universe: Counts completed, processing, on-hold, refunded, and custom plugin statuses. Excludes pending, failed, cancelled, auto-draft, trash, and checkout-draft. Analytics Status filter can narrow this.
  • Not on these pages: No Export CSV, print, or email of the summary. No Marketing insights. No Reports. Companion is not required to open the pages. There is no shortcode.

How to turn on and manage each capability

Open Dashboard and set the date

  1. In the sidebar, click Dashboard.
  2. Open the date control and pick a preset such as Last 30 Days or Custom Range. The snapshot updates immediately.

Open Analytics

  1. In the sidebar, click Analytics, or on Dashboard click View analytics.
  2. Read the badge From your synced orders. Change the date if you need to, then click Show so the draft range applies.

Apply Analytics filters

  1. Click Filters.
  2. Set Category, Tag, Attribute, Status, Product, or Customer.
  3. Click Show in the dialog. Click Reset on the bar to return to Last 30 Days with no entity filters.

Generate an Executive summary

  1. On Analytics, apply the date range and status filters you want, then click Show.
  2. Click Generate summary (2 credits), or Regenerate (2 credits) if a summary is already on the page. Wait for Analyzing… to finish.

Refresh the local copy

  1. Open Settings, then Store data sync.
  2. Click Sync Orders, or use Sync changes / Sync everything.

What to know before you start

  • These pages sum the local order copy. They do not query WooCommerce Analytics on the store.
  • Default range is Last 30 Days. Store timezone. This Week starts Sunday.
  • Pending, failed, cancelled, and draft-like statuses are out of the default totals. Refunded is in.
  • On Analytics, date and filters apply only after Show. On Dashboard the date applies immediately.
  • Generate summary costs 2 AI credits and never runs by itself.
  • Dashboard shows Initial sync required until the first sync. Analytics does not show that card.
  • Companion is not required to open the pages. It is required to fill the order copy. There is no shortcode.

Problems you may hit, and how to fix them

  • Symptom: No store connected. Fix: Click Connect store and finish onboarding.
  • Symptom: Dashboard shows Initial sync required. Fix: Click Go to sync page and run the first sync.
  • Symptom: A brand-new store order is missing from the numbers. Fix: Open Settings, Store data sync, then click Sync Orders. The next load includes the new row.
  • Symptom: Analytics date or filters did not change the charts. Fix: Click Show. Until then the page keeps the last applied draft.
  • Symptom: Dashboard and Analytics disagree for the same dates. Fix: Click Show on Analytics. Clear entity filters with Reset if you are comparing to the unfiltered Dashboard.
  • Symptom: Generate summary asks for credits. Fix: Expected. Each generate or regenerate costs 2 AI credits.
  • Symptom: The Refunds delta is red. Fix: Expected when refunds rose vs the previous period.
  • Symptom: Searches with no results or Top searches are empty. Fix: Those cards need search traffic in the range.
  • Symptom: Waitlist – most-requested products is missing. Fix: The card appears only when the waitlist has subscribers.
  • Symptom: Add-to-Cart Popup revenue is missing. Fix: The tile appears only when those stats exist.

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