B2B Customer Dashboard for WooCommerce

B2B Customer Dashboard for WooCommerce gives WooCommerce wholesalers, distributors, and B2B stores a single screen that shows exactly who their best customers are, who is slipping, and who has already gone dormant — with hard revenue numbers attached.

What you get

• Urgent alert cards: Dormant Accounts, Slipping Accounts, Growth Opportunities
• Key metric cards: Total Revenue, AOV, Active Account ratio, Reorder Cycle
• 12-month revenue trend line chart
• Customer Health doughnut (Active / At Risk / Dormant)
• Top Revenue Customers + Accounts Needing Attention tables
• Full sortable, searchable, filterable B2B customer table
• CSV export of the currently filtered customer list
• Configurable activity thresholds + B2B role detection

B2B customer detection

Detects B2B customers by matching the role slugs and user meta keys used by B2BKing (WebWizards), Wholesale Suite (Rymera), WholesaleX (WPXPO), and Barn2 Wholesale Pro. Other B2B plugins are supported via the Additional B2B Roles setting.

Customers are recognized as B2B when they match any of:

1. A role used by B2BKing, Wholesale Suite, or Barn2 Wholesale Pro
2. User meta set by B2BKing or WholesaleX
3. A custom role you pick on the Settings page

Only if none of those match a single customer does the plugin fall back to order counts: any customer with at least the configured minimum number of orders, in the statuses you count toward revenue, is treated as B2B.

HPOS-compatible

Declares compatibility with WooCommerce High-Performance Order Storage. The plugin detects the active order storage backend and uses a query path appropriate to each — both HPOS and legacy post-based storage are fully supported, and output has been verified identical across both.

Part of the Kascado plugin suite for B2B WooCommerce operations. More plugins coming soon — visit kascado.com for updates.