Title: Compass. KPI Dashboard for WooCommerce
Author: transactly
Published: <strong>May 17, 2026</strong>
Last modified: August 13, 2026

---

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# Compass. KPI Dashboard for WooCommerce

 By [transactly](https://profiles.wordpress.org/transactly/)

[Download](https://downloads.wordpress.org/plugin/compass-kpi-dashboard-for-woocommerce.1.1.0.zip)

 * [Details](https://pirate.wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/#description)
 * [Reviews](https://pirate.wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/#reviews)
 *  [Installation](https://pirate.wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/#installation)
 * [Development](https://pirate.wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/#developers)

 [Support](https://wordpress.org/support/plugin/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 v1.1 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.

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

## Screenshots

[⌊The Compass dashboard. One button generates a focused report from your local WooCommerce
data.⌉⌊The Compass dashboard. One button generates a focused report from your local
WooCommerce data.⌉[

The Compass dashboard. One button generates a focused report from your local WooCommerce
data.

[⌊The report opens with an executive summary that leads with the highest-priority
pattern, never with raw revenue.⌉⌊The report opens with an executive summary that
leads with the highest-priority pattern, never with raw revenue.⌉[

The report opens with an executive summary that leads with the highest-priority 
pattern, never with raw revenue.

[⌊Each action item is a measurable pattern, plus a plain-English recommendation,
plus a falsifiable test you can run to prove or disprove it.⌉⌊Each action item is
a measurable pattern, plus a plain-English recommendation, plus a falsifiable test
you can run to prove or disprove it.⌉[

Each action item is a measurable pattern, plus a plain-English recommendation, plus
a falsifiable test you can run to prove or disprove it.

[⌊A "Numbers for context" appendix grounds the action items in the period's headline
KPIs and your top five products.⌉⌊A "Numbers for context" appendix grounds the action
items in the period's headline KPIs and your top five products.⌉[

A “Numbers for context” appendix grounds the action items in the period’s headline
KPIs and your top five products.

[⌊The About page makes the privacy stance and the clean-uninstall commitment explicit.
Compass reads only your store's local data and removes everything it created when
you delete the plugin.⌉⌊The About page makes the privacy stance and the clean-uninstall
commitment explicit. Compass reads only your store's local data and removes everything
it created when you delete the plugin.⌉[

The About page makes the privacy stance and the clean-uninstall commitment explicit.
Compass reads only your store’s local data and removes everything it created when
you delete the plugin.

## Installation

 1. Make sure WooCommerce is installed and active.
 2. Upload the plugin folder to `/wp-content/plugins/`, or install via Plugins  Add
    New  Upload Plugin.
 3. Activate Compass through the Plugins screen.
 4. Open the new “Compass” item in the WP admin sidebar and click **Run Report**.

The first report typically takes a few seconds to a few seconds-and-change to generate,
depending on order volume. Subsequent reports within an hour are served from a transient
cache.

## FAQ

### Does Compass send my data anywhere?

No. Every number in the report comes from your store’s own database. Compass makes
no external HTTP calls — that is a deliberate design choice, not an oversight. It
removes a whole class of review concerns and lets the plugin run in environments
without outbound internet. (The first feature with optional outbound calls — PageSpeed
Insights — is planned for v1.5 and will ship behind a default-off toggle.)

### Is there a settings page?

No. The free plugin has no user-configurable options on purpose — there is nothing
to set up before running your first report. Settings will arrive when a feature 
genuinely requires them (the planned PageSpeed integration in v1.5 is the first 
such feature).

### Does Compass work with High-Performance Order Storage (HPOS)?

Yes. All order queries use the WooCommerce CRUD API (`wc_get_orders()`, `wc_get_order()`)
and work in both legacy post-table and HPOS modes. Refund and order-item handling
uses the documented `instanceof WC_Order` / `instanceof WC_Order_Refund` guards 
so refund objects never leak into order iteration.

### Can I download the report?

Yes. The Latest Report page has a “Download as Markdown” button that ships exactly
what you see on screen as a `.md` file you can paste into any document, email, or
chat tool.

### How does Compass decide which findings are most important?

Each finding is calibrated against a 1–10 priority score based on the size of the
underlying signal (e.g., percentage share of revenue, magnitude of a rank drop, 
gap size in completion rates). Reports are sorted by priority descending, capped
at the top 10. Patterns below priority 4 don’t ship.

### What if my store doesn’t have enough data yet?

If your current 90-day window has fewer than 10 paid orders, Compass returns a “
data sufficiency” notice instead of running the rules. Findings on a tiny sample
are misleading; an honest “not enough data yet” is more useful.

### Why “Compass.” with a period?

Brand. The plugin’s job is to point at the next thing worth doing — declarative,
not exploratory.

### How do I report a bug or request a feature?

Open a thread on the WordPress.org support forum for this plugin. Reproducible steps
with WordPress + WooCommerce versions are appreciated.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Compass. KPI Dashboard for WooCommerce” is open source software. The following 
people have contributed to this plugin.

Contributors

 *   [ transactly ](https://profiles.wordpress.org/transactly/)
 *   [ Drashco ](https://profiles.wordpress.org/drashco/)

[Translate “Compass. KPI Dashboard for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/compass-kpi-dashboard-for-woocommerce)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/compass-kpi-dashboard-for-woocommerce/),
check out the [SVN repository](https://plugins.svn.wordpress.org/compass-kpi-dashboard-for-woocommerce/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/compass-kpi-dashboard-for-woocommerce/)
by [RSS](https://plugins.trac.wordpress.org/log/compass-kpi-dashboard-for-woocommerce/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.1.0

 * Three new Tier-1 finding rules:
    - **OOS-11 Category concentration risk** — top product category accounting for
      more than half of revenue, with the next-strongest categories surfaced for
      diversification.
    - **OOS-12 New vs returning customer mix shift** — current 90 days vs prior 
      90 days, fires on a 20-percentage-point swing either way.
    - **OOS-13 Inventory reorder warning** — top-revenue products with less than
      14 days of supply at the current sales rate. The preventive companion to OOS-
      01.
 * Tested up to WordPress 7.0.
 * Still local-data-only — zero external HTTP calls. Same clean-uninstall guarantee.

#### 1.0.0

 * Initial release.
 * Eight Tier-1 finding rules covering stockouts, discount dependency, rank trajectory,
   concentration risk, payment-method completion gap, refund-reason clusters, geographic
   concentration, and YoY anomaly.
 * Local-data-only — zero external HTTP calls.
 * HPOS-compatible.
 * Clean uninstall — every option, transient, and cached value is removed.
 * Markdown export of the report.

## Meta

 *  Version **1.1.0**
 *  Last updated **2 months ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.0 or higher **
 *  Tested up to **7.1.3**
 *  PHP version ** 7.4 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/)
 * Tags
 * [analytics](https://pirate.wordpress.org/plugins/tags/analytics/)[dashboard](https://pirate.wordpress.org/plugins/tags/dashboard/)
   [kpi](https://pirate.wordpress.org/plugins/tags/kpi/)[reports](https://pirate.wordpress.org/plugins/tags/reports/)
   [woocommerce](https://pirate.wordpress.org/plugins/tags/woocommerce/)
 *  [Advanced View](https://pirate.wordpress.org/plugins/compass-kpi-dashboard-for-woocommerce/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/compass-kpi-dashboard-for-woocommerce/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/compass-kpi-dashboard-for-woocommerce/reviews/)

## Contributors

 *   [ transactly ](https://profiles.wordpress.org/transactly/)
 *   [ Drashco ](https://profiles.wordpress.org/drashco/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/compass-kpi-dashboard-for-woocommerce/)