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 ships with eleven 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.
• Category concentration risk (new in 1.1) — top product category accounting for more than half of revenue.
• New vs returning customer mix shift (new in 1.1) — new-customer share moving 20+ percentage points versus the prior 90 days.
• Inventory reorder warning (new in 1.1) — top-revenue products with less than 14 days of stock at the current sales rate.

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.

Works with AI assistants

On WordPress 6.9 or newer, Compass registers three abilities with the WordPress Abilities API:

• compass/get-findings — read the latest report: executive summary plus ranked action items.
• compass/run-audit — generate a fresh 90-day report (it also appears on the Latest Report admin page).
• compass/get-kpi-summary — headline KPIs: paid orders, revenue, average order value, repeat-customer share, and top products, current vs prior period.

Install the official WordPress MCP Adapter plugin and these become MCP tools automatically, so an AI assistant connected to your site — Claude, ChatGPT, or any MCP client — can answer « what should I fix in my store this week? » with Compass’s ranked action items. Every ability requires the same store-manager capability (manage_woocommerce) as the Compass admin pages. On older WordPress versions the abilities simply aren’t registered and everything else works unchanged.

Privacy

Compass reads only your local WooCommerce data — orders, products, refunds, coupons, and shipping addresses. It makes zero external HTTP calls. Compass never pushes data anywhere. 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.

The AI-assistant abilities are inbound-only: an assistant can read your Compass data only when you connect it to your site yourself, and only after it authenticates through WordPress’s own APIs with store-manager permission.

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. The free Compass plugin is fully usable on its own and is not gated on the PRO release.