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Everything Balanik does for your WooCommerce profit.
Balanik is a WordPress plugin for WooCommerce stores. It works out what each day, order, product and channel leaves you after costs and ads, and points at what to fix. Here is all of it, grouped by the question it answers.
Am I making money?
The Overview opens on your estimated profit after ads for the dates you pick, before income tax, next to the period before.
Profit after every cost
Sales minus refunds, product costs, shipping, payment fees, other order costs, running costs and the ad spend you import.
Six key figures
Net revenue, orders, average order, ad spend, profit margin and MER (revenue divided by ad spend).
From sales to what you keep
A bar for each cost between your sales and what you keep, so you see which one takes the most.
Your top five products
Ranked by profit after the ad spend you assign to them, with units and margin.
Per-order economics
Profit per order, ad spend per order and the break-even MER: the lowest ratio of revenue to ad spend at which you still break even.
Any period
Today, yesterday, weeks, months, years, the last 7, 14 or 30 days, or your own dates up to 367 days. Unfinished periods say “In progress”.
Daily P&L export
A CSV with one row per day, for any period, ready for your spreadsheet.
The maths on the page
“How these numbers are calculated” sits on the same screen, so you can check every figure.
Is it getting better?
Every figure compares with the period before, and the live view follows today while you have it open.
The period before, on every figure
An up or down arrow with a coloured chip. While a period is still running, you see the last full period instead of a misleading percentage.
Why profit changed
Splits a change into order volume, order value, refunds, each cost and advertising. The parts add up to the exact change.
Live view
What you keep today, built up order by order. Race it against yesterday, the same day last week or your four-week average. It checks for new sales every 30 seconds while the tab is in view.
What you’ll keep by midnight
An estimate for the full day. Beside it: the last hour, average order, margin and time since the last order. Ads show as a share of sales, next to the point where they’d use up all your margin.
Today’s orders and best sellers
Sales hour by hour, where today’s orders came from and how many customers are new. Your five best sellers show what each keeps, with a warning when one would sell out within about three days.
A note when it goes quiet
If orders stop for much longer than usual at that time of day, the live view says so on screen. Worth a look at checkout and your ads.
A daily target
A ring for paid sales or for what you keep, a notice for each new sale with an optional chime, and a short celebration when you hit it.
Big-screen mode
The live view on a spare monitor or an office TV. On screens wider than about 1,200 pixels, it fits without scrolling.
Change journal
Note a change, like a new price, and compare the weeks before and after on matching weekdays. It says plainly that this shows a link, not proof.
Summary email
Optional and off by default. Daily or weekly, around 7 in the morning, from your own WordPress: yesterday’s profit, costs, ad spend, top three products and any product that lost money.
Inside WooCommerce
A “Kept” column on the order list and a “What you keep today” widget on the WordPress dashboard.
View-only access
A viewer role for a partner or bookkeeper: every report, but no changes to costs, connections or settings.
Where does my profit come from?
The Channels, Customers and Insights tabs split your profit by where orders come from, who buys and when.
Profit by channel
Meta, Google Ads and TikTok ads next to email, search, social and direct. Each shows its orders, revenue and own ad spend, and what it kept after that spend.
Cost of a new customer
For each paid channel, its ad spend divided by the new customers it brought in, next to MER (revenue for every dollar of ad spend) and average order.
No extra tracking
Channels use the source WooCommerce 8.5 and newer records with each order. Google Ads clicks with auto-tagging are recognised on their own. Meta and TikTok ads need tracking tags (UTM tags) on their links.
New and returning customers
How much of your orders, revenue and profit before ads comes from people who bought before, plus your repeat rate and the usual days to a second order.
What a customer is worth
Profit before ads per customer by the month they first bought, for up to 12 months. It marks the month it covered that month’s ad spend per new customer.
Month outlook
Profit so far this month plus your last 28 days’ daily average for the days left, with an optional monthly goal. It assumes the rest of the month looks like your last 28 days.
When you sell
A grid of orders or revenue by weekday and hour, for ad schedules and email send times.
Five more reports
Margin by country and by product category, what each coupon cost you, fees per payment method, and carrier costs against what customers paid for shipping. Each exports to CSV.
What should I change first?
Opportunities turns your numbers into a short list, with the most urgent item at the top.
Action plan
Up to eight actions, with urgent reorders and loss-making products first.
Leak finder
Products that lose money, ads that cost more than a product earns, margins under 10%, and shipping you pay for but don’t charge.
Ad limits per product
How much each product can spend on ads before it stops making money, and how much room is left.
Stock runway
Days of stock left, when to reorder and how many units, from your supplier’s lead time and a safety buffer.
Shipping check
What customers pay for shipping against what the carrier charges you, by method and basket size.
Price simulator
Try a price, discount, cost or volume. It shows the lowest price for a target margin, the biggest safe discount and the orders you need to cover running costs. Labelled “Scenario, not a forecast”.
Bundle ideas
Products your customers often buy together.
Returns
Refunds by product and order, and what each order still leaves you after them.
Where does the money go?
Each order and product shows its costs, and each cost shows where it came from.
Explain this profit
Open an order to see it step by step, from the order total to what that order keeps, with the source of every cost.
Products table
Profit after ads, revenue, units, live stock, margin and more for each product, with search, sorting and CSV export.
Product costs
Read from WooCommerce’s own cost field or a supported cost plugin, or entered in Balanik one by one or from a CSV. Missing costs are flagged, never counted as zero.
Costs with dates
Shipping, payment fees and running costs have start dates, so a change today doesn’t rewrite last year.
Recurring expenses
Rent, apps and salaries, per day, month or year, spread over the exact days they cover.
Real payment fees
Read from Stripe, WooPayments and PayPal Payments orders where the gateway records the fee. Other gateways use your own percentage and fixed fee.
Costs that match your setup
Balanik lists the payment options and shipping methods your customers used. Set a fee per payment option, such as MobilePay, with an optional minimum and maximum. Set a carrier cost per shipping method, per country and per extra item.
Refunds on the right day
A refund counts on the day it happens, not on the day of the original order.
What are my ads costing me?
Balanik brings in what you spend on ads each day and takes it off your profit. It doesn’t track clicks or conversions.
Meta
A direct connection with a step-by-step guide. How it connects
Google Ads
A script you paste into your Google Ads account. No developer token or Google approval needed. How it connects
TikTok and others
Through a Windsor.ai feed or any CSV link, such as a published Google Sheet. How it connects
CSV upload
For any platform, or for spend from before you installed Balanik.
Snapchat and Pinterest
Direct connections in beta, with your own access token.
Spend by product
Split a campaign’s spend across one or more products by weight, from a date you choose, so each product carries its share.
Connection warnings
If an ad account needs reconnecting, Balanik says so on screen and in the summary email.
Free for the main platforms
Meta, Google Ads and one more platform through Windsor.ai’s free plan cost nothing extra.
Where does my data go?
Balanik keeps your orders, customers and profit on your server. Pro checks its licence and updates with Freemius, and otherwise connects only to the ad accounts and spend feeds you choose, which only bring your spend in.
Runs inside WordPress
Every dashboard request goes to your own site. No outside scripts, fonts or CDNs.
Keys stay encrypted
Ad-platform tokens, feed links and API keys are encrypted and never sent back to the browser.
Built for real stores
Works with WooCommerce’s newer order storage (HPOS) and plain permalinks. Money is counted in whole cents, and an import that fails keeps your earlier data.
Set up in four steps
A guided setup for your store, your costs, your imports and connections, and a final review.
Easy to read and use
Keyboard access, visible focus, reduced motion respected, and arrows or signs next to every colour. Every tab works on a phone.
Repeat customers without storing emails
Returning customers are recognised by a scrambled code made from the billing email. Balanik doesn’t keep a copy of the email.
Shopper activity, only with consent
An optional view of visitors on your store. Off by default, and it only counts visitors who have agreed to statistics cookies.
What it doesn’t do
So you know where Balanik stops.
- It doesn’t tell you which ad or campaign made a sale. Channels follow the source WooCommerce records with each order, and you decide which products a campaign’s spend belongs to.
- Stores that sell in several currencies aren’t supported. Orders in another currency are left out, with a note.
- It doesn’t forecast. The midnight estimate and the month outlook carry your recent pace forward, so they can’t see a sale or a slow week coming.
- It doesn’t send instant alerts. The quiet-hour note shows on the live screen only, and the summary email is daily or weekly.
- Profit is an estimate before income tax, not accounting. Your bookkeeping stays the record.
Try it on your own store.
7-day free trial, no card needed. Then $49 a year, plus VAT where it applies. After the trial you keep the free version.