How to Read the Dashboard

The dashboard is a scoreboard for your discounts. It does not tell you what to do. It shows you where to look.

This tutorial reads the demo’s September numbers and says what each one suggests.

Step 1: Choose a period long enough to mean something

Open the picker and choose Last Month, or a custom range. A day or a week holds too few orders to see a pattern.

The date picker open with the quick select list and the custom range

Each percentage compares the period with the one just before it, of the same length. A comparison is only fair when both periods are about the same size, so prefer whole months.

Step 2: Read the five cards together

The five cards for September: savings, orders, revenue, average saving and active rules

On the demo, September shows $311.80 given away across 5 tiered orders that brought in $3,150.62, with an average saving of $62.36.

Savings Given against Revenue From Tiers: Divide one by the other. $311.80 on $3,150.62 is about 10 percent. If that share creeps up each month, customers are moving to the deeper tiers, or you added a generous rule.
Average Saving: A rising average means bigger orders are earning bigger discounts. That is the ladder doing its job.
Tiered Orders against your total orders: The card counts only tiered orders. Compare it with the order count in WooCommerce to see how many of your orders use a tier at all.

Revenue From Tiers is the full order total, including shipping and tax. It overstates the product revenue slightly. Use it for trends, not for accounts.

Step 3: Find the tier customers reach

The chart and the doughnut sit side by side.

The Savings Given and Tiered Orders chart, with a peak on each day of a big order

Each peak is a day when a large tiered order landed. A few big days in a month tell you the ladder is used by a handful of large buyers rather than by many small ones.

Then open Savings By Rule.

The Savings By Rule doughnut next to Top Products By Savings

The biggest segment is the tier that cost you the most, which is not always the tier customers reach most often. A deep tier with few orders can still dominate the chart. Use the Tiered Orders list to count orders for each rule.

Step 4: Check the products behind the numbers

Top Products By Savings names the six products where the discount went, with the units sold at a tier price. If one product takes most of it, ask whether that product’s margin can carry the discount. Click it to open its edit screen.

Step 5: Clear the Rules Needing Attention list

The Recent Tiered Orders and Rules Needing Attention lists

The list holds every rule that is Inactive, Scheduled or Expired, up to six. Open each one and decide.

Scheduled: Fine. It starts by itself. Check the date.
Expired: Delete it, or move the dates forward for another run.
Inactive: Someone paused it. Find out why, then restart or delete it.

A message that says Every rule is live means nothing is paused, waiting or finished.

What the dashboard leaves out

Cancelled, failed and refunded orders are not counted. Moving an order to one of those statuses therefore takes its saving off the dashboard. The Tiered Orders screen still lists it.

The cards after one order is cancelled, with the saving and the order count lower

If the dashboard and the Orders screen disagree about a month, look for orders in those three statuses.