SleekView Charts for WooCommerce Store Credit
WooCommerce Store Credit stores credits as shop_coupon posts with a current balance per customer. SleekView Charts pivots that data into outstanding-liability, monthly-issuance, and redemption-mix cards.
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Store credit is a finance line item; charts keep it visible
WooCommerce Store Credit issues store credit as a special shop_coupon type tied to a customer email. Each credit-coupon row carries an original amount, a remaining balance, an expiry date, and a status. Per-credit detail is queryable through the standard coupon screen, but aggregate questions (what is the total outstanding liability, how much was issued last month, what share of credit was actually redeemed) require a manual export and a spreadsheet.
SleekView Charts reads the shop_coupon table joined with the credit-balance postmeta and renders a four-card finance dashboard inside WP Admin. A Number sums every active credit's remaining balance, the figure finance needs for quarter close. A Pie sizes redeemed-vs-outstanding share. A Bar groups outstanding credit by customer to flag concentration risk. An Area trends monthly issuance so seasonal campaign impact is visible.
The plugin keeps owning credit issuance, redemption, and expiry logic. SleekView Charts is the read layer that surfaces the program's actual shape as a dashboard.
Workflow
From store-credit coupons to a finance dashboard
Point at the credit dataset
Surface balance and status
Add four chart cards
Save the dashboard
Sample dashboard
Charts you can build from WooCommerce Store Credit data
Outstanding store credit liability
Sum(remaining_balance)
Redeemed vs outstanding share
Sum(amount)
group by credit_status
Outstanding credit by customer
Sum(remaining_balance)
group by customer_email
Store credit issued per month
Sum(amount)
group by post_date
Comparison
Default Store Credit reporting vs SleekView Charts
Default WooCommerce coupon screen
- The coupon screen is a flat list, no per-status aggregates
- Outstanding-liability total requires summing balances manually
- Redeemed-vs-outstanding share is not surfaced as a chart
- Per-customer concentration risk is invisible without a custom query
- Monthly issuance trend lives in a CSV export, not a dashboard
SleekView Charts
- Reads shop_coupon plus credit-balance postmeta as one dataset
- Group by status, customer, denomination, or issue month for any card
- Number cards aggregate liability or redeemed value into single KPIs
- Same dataset feeds SleekView credit Table and customer Kanban views
- Filters carry from view scope to every chart card on the dashboard
Features
What SleekView Charts gives you for WooCommerce Store Credit
Liability KPI for quarter close
A single Number card sums remaining balances across every active credit, the figure accounting accruals depend on, refreshed live.
Customer concentration view
Per-customer remaining-balance Bar surfaces concentration risk so finance and customer success can prioritise redemption outreach before credit expires.
Issuance trend over time
Monthly-issuance Area separates organic credit issuance from refund-as-credit batches so the policy impact is visible.
Audience
Who builds WooCommerce Store Credit charts dashboards with SleekView
Finance and accounting
Outstanding-liability KPI for quarter-end accruals. Redeemed-vs-outstanding share quantifies how much issued credit has been earned out vs still owed.
Customer success
Per-customer balance Bar identifies high-credit-holding customers for redemption outreach before expiry, turning dormant liability into completed sales.
Returns and refunds teams
Monthly-issuance Area separates refund-as-credit batches from promotional issuance so refund-policy impact on credit volume becomes measurable.
The bigger picture
Store credit is a balance sheet item, charts keep it honest
Store credit sits between marketing (issuing as a retention tool) and finance (carrying it as a liability). The data is already structured: every credit is a shop_coupon row with an original amount and a remaining balance. Without a dashboard, the team sees per-credit detail but not the liability shape, the customer concentration, or the seasonality.
SleekView Charts pivots the same coupon table into four cards: total outstanding liability, redeemed-vs-outstanding share, per-customer concentration, and monthly issuance trend. Finance sees the balance-sheet number, customer success sees who to call before expiry, marketing sees campaign impact, all on one screen. The plugin keeps owning issuance and redemption; SleekView Charts is the read view.
Questions
Common questions about SleekView Charts for WooCommerce Store Credit
Both, as long as credits are stored as shop_coupon rows with a remaining-balance meta key. The dashboard reads the post type and meta directly, the implementation details do not matter.
 Yes. Remaining balance updates as customers redeem against a credit, so the liability Number card always reflects what is left. Redeemed-vs-outstanding Pie picks up the change in the same refresh.
 Yes. Add a view-level filter on expiry date or status, and every chart card scopes to active credits only. Expired-credit cleanup can be its own saved view.
 Yes. Both land in the shop_coupon table with the same structure, so both appear in every card. Add a meta-key column (issued_via, refund_id) to separate them on the Pie or filter on one source at a time.
 Yes. Filter the saved view by customer_email and every card scopes to that customer's credits. Same dashboard, scoped data, no separate report build.
 Currency is a column where the plugin records it, so a chart can group by currency or scope to one before aggregating. Cross-currency liability needs an FX conversion column the same way a manual ledger would.
 Yes. The view exports to CSV with per-credit rows including original amount, remaining balance, issue date, expiry, and status, ready for the audit packet.
 Independently. WooCommerce Analytics aggregates revenue store-wide; SleekView Charts focuses on store-credit-specific liability and redemption data pivoted into cards. The two surfaces answer different questions.
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