Business and Agency plans.
Four sections that tell you things you cannot get anywhere else. Each comes with a caveat, and we would rather give you the caveat than let you make a decision on a number you have misunderstood.
Revenue and refunds
Net revenue. The plugin defines it exactly: gross minus refunds minus chargebacks.
This is the real number. The one your accountant recognises.
Refunded. What went back to customers.
Refunds issued. How many.
Chargebacks. Payments reversed by a customer’s bank.
Watch the refund figure. A rising refund rate is customers telling you something, usually that what they bought was not what they thought they were buying.
Top customers
Your ten biggest customers by revenue in the selected period.
Worth looking at once a quarter, and worth acting on. These are the people who would notice if you disappeared, and they are almost always worth a phone call rather than a newsletter.
Geographic distribution
Where your paying customers are.
Read the caveat, because it matters. The plugin is honest about this: these countries are estimated from the payment method chosen. Someone who paid with iDEAL is counted as Dutch. Someone who used Bancontact is counted as Belgian.
That is a good guess and it is not a fact. A Belgian with a Dutch bank account will be counted as Dutch. Anyone who paid by card could be from anywhere at all.
So use it to spot a trend, not to make a legal claim. If it shows a surprising number of German customers, that is worth investigating. It is not evidence.
Activity heatmap
Successful payments by day of the week and hour of the day. Darker cells mean more activity.
This is quietly one of the most useful things on the page, because it tells you when your customers are actually paying attention.
If your sales cluster on Tuesday mornings, that is when your emails should land. Not Friday afternoon, when you happened to have time to write them.
It needs a reasonable amount of data before it means anything. Early on, it will tell you politely that there is not enough yet.
Revenue forecast
The next fourteen days, projected.
And here is the caveat, in the plugin’s own words: it is a simple linear projection based on the last 90 days, and you should treat it as a rough indicator only.
It draws a line through your recent history and extends it. It does not know about your campaign next week, or the fact that your customers all go on holiday in August.
It needs at least fourteen days of history before it will show you anything at all, and it will say so.
Use it as a sanity check, not a plan. If it says your revenue is heading downwards, that is worth a look. If it says you will earn exactly 4,271 euro, do not spend it.