From installation
to understanding.

1. Install in WordPress

Back up your store before installing new software. Use a staging copy when possible. In WordPress, open Plugins → Add Plugin → Upload Plugin, select your Invision Metrics ZIP and activate it.

WooCommerce must be installed and active. Use an administrator account with permission to install plugins. Check the release package for its supported WordPress, WooCommerce and PHP versions.

2. Give the numbers their context

Open the plugin’s setup area and review your store currency, timezone and order status settings. Import or enter product costs, then configure shipping, payment fees and overheads as appropriate for your store.

Connect supported ad accounts using the connection instructions, or import your advertising costs. Keep API credentials private and use only the permissions required for reporting.

3. Check before you decide

Compare a small selection of orders against your source records. Look for missing costs, refunds, currency differences and timezone boundaries. Refresh the dashboard after changing inputs.

Estimated profit depends on the data supplied. A missing cost can make an order appear more profitable than it is. Use the reports to inform decisions alongside your accounting records.

Common questions

My report and payment payout differ.

A payout may include different dates, fees or adjustments from an order report. Compare the same period and check which figures include tax, shipping and refunds.

My dashboard hasn’t refreshed.

Use Refresh all and review any connection warnings. Reports refresh while the dashboard is open; do not assume a closed browser is performing scheduled imports.

Can I try the workflow first?

Explore the interactive sample store. It uses fictional data and does not touch your shop.

Need help with your setup?

Email your order number, plugin version and a short description of the issue. Redact customer details from screenshots and do not send passwords or API keys.