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Infocaptor Business Intelligence Review: Generate Better WooCommerce Reports

Last Updated on September 21st, 2023

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You’ve got your online store running. Good for you. Now you’re staring at the WooCommerce dashboard, wondering if those surface-level metrics are really enough. Spoiler alert: They’re not. Enter Infocaptor Business Intelligence, a robust plugin that takes your e-commerce analytics to the next level. With pre-built reports for areas such as order metrics, sales KPIs, and more, this tool offers the insights you need to make informed decisions to drive sales growth.

But how user-friendly is Infocaptor? Can you customize it to suit your specific needs? What about pricing? 

In this hands-on review of Infocaptor Business Intelligence, I’ll tackle these questions head-on. I’ll examine various aspects of the plugin, and evaluate its ease of use to help you determine whether it’s the right tool for your store.

Infocaptor Business Intelligence: Overview and Key Features

Infocaptor gives you a lot more than just sales numbers and customer counts. It has an easy-to-use design interface. It leads to clear and simple data visualization.

But what about speed? Infocaptor is fast. Change a filter, and your dashboard updates immediately. No waiting around for pages to load or data to update.

Here are its notable features:

  • Sales overview/sales KPI dashboard: Get a complete picture of your sales performance.
  • Sales trend reports: Track your sales over time to identify patterns.
  • Geographic sales data: Visualize sales by country, state, and even heat maps.
  • Product analytics: Deep-dive into Product Sales Flow Analysis, CrossTab/Pivot Tables, and more.
  • Top customers & products: Identify your most valuable customers and best-selling products.
  • Export options: Easily export your WooCommerce orders and other data.
  • Fast response times: Experience almost instant data updates upon applying filters.
  • Consistent design: Uniform presentation style across all dashboards for a cohesive user experience.
  • Drill-down capabilities: Each table allows for more detailed exploration, including an option for Excel exports.
  • Date filters & trending views: Filter your data by various time frames, from yearly to weekly, for precise analysis.

In short, Infocaptor is designed to make your WooCommerce analytics easy and effective. Now, let’s see how it performs in real-world situations.

Hands-on with Infocaptor

In this section, I’ll explain how to install and set up Infocaptor on your WordPress+WooCommerce site.

Installing Infocaptor

First, download the plugin file from Infocaptor’s official website. Then, log into your WordPress dashboard and navigate to the Plugins section.

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Now click “Add New Plugin” and upload the downloaded file. After the upload finishes, click “Activate” to enable the plugin.

Once enabled, head over  to the “InfoCaptor Business Intelligence”, and click on the button “Click to Complete Setup.”

Viewing Dashboards and Reports

After completing the setup, click on Infocaptor Business Intelligence in the left sidebar. 

Here, you’ll find two basic tabular reports (the first two tabs) and Woo Dashboards, which are pre-built dashboards and reports. 

This plugin includes 20+ pre-built dashboards and reports covering major aspects of e-commerce transactions.  

Here’s an overview of some of them:

Sales Analysis Report Dashboard

This dashboard serves as your central hub for WooCommerce sales analysis. It offers a comprehensive view of sales trends and key metrics, along with a date range selector that allows for custom reporting.

You can track sales patterns over different time periods—monthly, quarterly, or annually. This thing is beneficial for businesses that have been operating for several years to understand long-term trends.

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Order statuses like ‘completed,’ ‘canceled,’ or ‘pending’ can also be analyzed to understand your sales cycle. Additional metadata filters offer even more granularity.

The dashboard dynamically updates as you change filters. You can both include or exclude criteria for precise insights. Plus, the bottom of the dashboard provides an in-depth look at the data based on your selections.

Top Products Dashboard

This dashboard shows you the top-performing products. You can filter these products in many ways. Options include product type, tag, category, color, and size. This helps you identify sales trends for specific items. You can also select metrics like amount and quantity for more detailed insights.

Time-range options are available for your convenience. You can choose from a 12-month view, fiscal year-to-date, current quarter, or current month. Here, you can set a custom time range by picking your own start and end dates.

The dashboard’s bottom section offers detailed product metrics. It includes all the information you need about each product. 

Sales Revenue by Country Report

This report is designed for WooCommerce stores that operate internationally. It provides a concise view of sales contributions by country. Click on a highlighted region to drill down into detailed order data. 

The report features a date range filter at the top. Choices include rolling 12 months, fiscal year-to-date, and more. You can also manually set a start and end date.

The dashboard uses a heat map to display sales data. Choose from various order statuses like ‘pending’ and ‘processing’ to refine the view. This report aims to give you a comprehensive understanding of global sales trends.

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Using Dashboard Editor

Infocaptor has plenty of features, but one stood out to me because of its Business Intelligence (Tableau-like) capability. 

This feature allows you to build visuals, charts, and interactive dashboards according to your preferences. 

You can access it by clicking the button labeled Dashboard Editor.

Using the Dashboard editor, you can access any tables within the database and create a dashboard/report view out of it. 

For instance, if you have member-related information, you can easily access Gravity Forms or any other data using the plugin’s capability.

Using the Dashboard Visualizer

In InfoCaptor Visualizer, you’ll find it easy to perform drag-and-drop analyses on your dataset. After loading your data, it’s sorted automatically into Dimensions and Measures. Now you’re ready for some data manipulation.

You can drag dimensions or measure fields into the Rows or Columns buckets. However, keep non-numeric fields out of the Values bucket. For a quick example, try dragging ‘Category’ into Rows and ‘Customer Class’ into Columns.

If the Values bucket is empty, the system defaults to using the ‘Count’ measure. Items in the Rows bucket appear vertically on the screen. Anything in the Columns bucket shows up horizontally.

Don’t overlook the Swap button. A single click swaps your Rows and Columns, changing the visual layout. It’s a handy tool for a quick change in perspective.

You can also adjust your data’s aggregation. For example, drag the Sales measure into the Values bucket. Now, each cell will represent the Sum of Sales. Right-clicking offers even more aggregation options.

Want to change the look? You have options for background colors. Use the color picker or select a palette from a dropdown menu. The changes are applied instantly, making your analysis more visually appealing.

There are buttons to help you along. One deletes your analysis but keeps the dataset. Another refreshes your analysis, and a third one saves your data to the dashboard. These make the tool adaptable to your needs.

Before publishing, you’ll need to save your data if it’s from a CSV file. Choose an existing dashboard page, or create a new one. Once selected, you’re almost ready to publish your analysis.

Hit the plus button to add your analysis as a new widget to your dashboard. If you’re on the cloud version, you can even publish the analysis as a static HTML link. This thing requires a special license but is perfect for quick sharing.

Remember, each time you make a change, the system generates a unique URL. It is super useful if you need to share your work. Also, an HTML embed code is available for each analysis, which you can hide by appending “&mode=embed” to the URL.

Infocaptor Business Intelligence Pricing

Infocaptor charges $79 annually for a single-site license. That amounts to just over $6.5/month, which isn’t bad considering the wealth of data it provides. You can test the plugin on this demo page before making a purchase decision.

P.S. Infocaptor offers a 30-money money-back guarantee, so you can try it risk-free.

Final Verdict 

Analytics may sound like a headache waiting to happen. Yet, Ignoring them could stall your growth right when you’re ready to accelerate.

Infocaptor changes the game. With a single click, you’ve got your sales metrics and KPIs right there, served on an intuitive dashboard.

So, it’s not just about numbers. It’s about knowing which numbers matter and getting to them without much hassle. 

Don’t let valuable metrics go unchecked…

Try Inforcaptor

A team of WordPress experts that love to test out new WordPress related software, WordPress plugins and WordPress themes.