Compass. KPI Dashboard for WooCommerce
| 开发者 |
transactly
drashco |
|---|---|
| 更新时间 | 2026年10月20日 05:05 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- 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.
- 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.
- 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.
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.
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.
安装:
- Make sure WooCommerce is installed and active.
- Upload the plugin folder to
/wp-content/plugins/, or install via Plugins → Add New → Upload Plugin. - Activate Compass through the Plugins screen.
- Open the new "Compass" item in the WP admin sidebar and click Run Report.
屏幕截图:
常见问题:
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.) If you connect an AI assistant to your site (see the next question), that assistant reads your data through WordPress's own authenticated APIs at your initiative — Compass itself still sends nothing anywhere.
Can AI assistants read my Compass reports?
Yes, on WordPress 6.9 or newer. Compass registers three abilities with the WordPress Abilities API — compass/get-findings, compass/run-audit, and compass/get-kpi-summary. Install the official WordPress MCP Adapter plugin and they become MCP tools that any connected MCP client (Claude, ChatGPT, and others) can call, so you can ask your assistant "what should I fix in my store this week?" and get Compass's ranked action items. Every ability requires the manage_woocommerce capability — the same gate as the Compass admin pages. On WordPress older than 6.9 the abilities are simply not registered, and the rest of the plugin works unchanged.
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.
更新日志:
- Compass now works with AI assistants: on WordPress 6.9+, three abilities are registered with the WordPress Abilities API —
compass/get-findings(read the latest report),compass/run-audit(generate a fresh one), andcompass/get-kpi-summary(headline KPIs, current vs prior period). - With the official WordPress MCP Adapter installed, these appear automatically as MCP tools for any connected AI client (Claude, ChatGPT, and others).
- Every ability requires the
manage_woocommercecapability — the same gate as the Compass admin pages. On WordPress older than 6.9, nothing is registered and the plugin behaves exactly as before. - Still zero outbound HTTP calls. The abilities are inbound-only, through WordPress's own authenticated APIs.
- Fix: Compass now declares High-Performance Order Storage (HPOS) compatibility to WooCommerce, so it no longer appears as "incompatible" on the WooCommerce > Settings > Advanced > Features screen. (Compass has always used the HPOS-safe CRUD API; only the declaration was missing.)
- 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.
- 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.