Analytics

Charlie’s analytics dashboard gives you a clear view of how your fulfillment network is performing. Track revenue, delivery speed, on-time rates, and rerouting patterns across all your locations.

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How to access

Go to Charlie → Analytics to view your fulfillment dashboard.

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Overview metrics

The top of the dashboard shows key performance indicators for your selected time period:

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Fulfillment flow

Below the overview metrics, the fulfillment flow section breaks down how orders moved through your network: This breakdown helps you understand how smoothly orders flow from routing to delivery, and where bottlenecks might exist.

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Local pickup metrics

If your store offers local pickup, a dedicated subsection tracks how pickup orders are performing: Each metric shows the count and a trend indicator compared to the previous period. Charlie checks for uncollected pickup orders once a day and flags any that have been waiting longer than your no-show delay as a no-show.

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Section visibility

The fulfillment flow adapts to your service filter:

• Shipping selected — The routing breakdown and Top reroutes are shown. Local pickup metrics are hidden.
• Local Pickup selected — Local pickup metrics are shown. The routing breakdown and Top reroutes are hidden, since routing does not apply to pickup orders.
• All services or both selected — All views are visible.

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Location performance

A detailed table shows per-location metrics so you can compare how each location is performing:

• Revenue generated
• Number of orders fulfilled
• Average fulfillment time
• On-time rate

Use the search bar to find specific locations by name.

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Top reroutes

The reroutes table shows which locations orders are being moved between, including:

• Source location (where the order was originally assigned)
• Destination location (where it was reassigned)
• Number of reroutes
• Share of total reroutes

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Filtering your data

Use the filters at the top of the dashboard to narrow your view: Changing a filter refreshes all metrics automatically.

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Revenue views

The revenue view filter controls how revenue is displayed across the dashboard: Revenue attribution is calculated using the percentages you configure in Analytics → Settings. See Revenue attribution below.

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Exporting data

You can export your analytics data as CSV files for offline analysis in Excel or Google Sheets. Click Export and choose between:

• Current view — exports data matching your active filters
• All locations — exports the full dataset

The export produces two separate files: You can also print or save the dashboard as a PDF.

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Analytics settings

Go to Charlie → Analytics → Settings to manage analytics-related settings.

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Revenue attribution

Configure how revenue is split between selling and fulfilling locations for each service type. For each service, set the percentage of revenue attributed to the sales channel or selling location and the fulfilling location. The two percentages must add up to 100%.

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No-show delay

Set how long a local pickup order can wait before Charlie flags it as a no-show. Choose from preset options (1, 2, 3, 7, or 15 days) or enter a custom number of hours. The default is 2 days (48 hours).

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Shopify POS

You can view key fulfillment metrics directly from Shopify POS without leaving the register. Charlie adds a Revenue tile to the POS smart grid that shows how the current location is performing. The tile displays: Tap the tile to open a detailed view where you can filter by time period and fulfillment service. Your filter selection is saved so it carries over the next time you open POS.

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