Overview
Feed this template with the SheetLink WooCommerce Sync add-on. The sheet captures every order event (created, completed, refunded) with enough context for fulfillment, attribution, and finance to each pull what they need.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Order ID | WooCommerce order ID |
| Date | Order creation timestamp |
| Event | Created / Completed / Refunded |
| Customer email | Primary identity - stable across purchases |
| Customer name | Billing name |
| Items | Concatenated list of SKUs and quantities |
| Subtotal | Line-item sum before coupons |
| Discount | Coupon amount |
| Shipping | Shipping cost |
| Tax | Tax total |
| Total | Grand total |
| Currency | USD, EUR, etc. |
| Country | Ship-to country |
| Coupon code | Applied coupon, if any |
| UTM source | From cart attribution |
| UTM campaign | From cart attribution |
| Is first purchase? | Formula: has this email appeared before in the sheet? |
| Fulfillment status | Filled manually or by an extension |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Is first purchase?
=IF(COUNTIF($D$2:D2,D2)=1,TRUE,FALSE)Today's revenue
=SUMIFS(K:K,B:B,">="&TODAY(),B:B,"<"&TODAY()+1,C:C,"Created")Month-to-date revenue
=SUMIFS(K:K,B:B,">="&EOMONTH(TODAY(),-1)+1,B:B,"<"&EOMONTH(TODAY(),0)+1,C:C,"Created")Repeat purchase rate
=COUNTIF(Q:Q,FALSE)/(COUNTA(A2:A)-1)Conditional formatting
- Event column: green for Completed, blue for Created, red for Refunded.
- Is first purchase: green background when TRUE - celebrates new customers.
- Total column: bold if above your AOV threshold.
Pivot table guidance
Pivot by UTM source with Total as values. Shows revenue by channel. Second pivot: Date by week x Country - quick view of geographic mix over time.
Recommended add-ons
- WooCommerce Sync: Dedicated add-on to feed order events into this sheet.