> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecharlie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics

> Track fulfillment performance across your locations

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.

<Info>
  Analytics is available to all merchants on every plan. Data is based on orders processed through Charlie's routing engine.
</Info>

## How to access

Go to **Charlie → Analytics** to view your fulfillment dashboard.

## Overview metrics

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

| Metric           | What it measures                                            |
| ---------------- | ----------------------------------------------------------- |
| **Revenue**      | Total revenue from fulfilled orders                         |
| **Orders**       | Number of distinct orders fulfilled                         |
| **Avg Time**     | Average time from order placement to fulfillment            |
| **On-Time Rate** | Percentage of orders fulfilled within their expected window |

<Tip>
  Use overview metrics to spot trends at a glance. A dropping on-time rate or rising average time can signal capacity issues before they become customer complaints.
</Tip>

## Fulfillment flow

Below the overview metrics, the fulfillment flow section breaks down how orders moved through your network:

| Status        | Meaning                                                         |
| ------------- | --------------------------------------------------------------- |
| **Routed**    | Orders assigned to a location by the routing engine             |
| **Rerouted**  | Orders reassigned to a different location after initial routing |
| **Fulfilled** | Orders successfully shipped                                     |

This breakdown helps you understand how smoothly orders flow from routing to delivery, and where bottlenecks might exist.

### Local pickup metrics

If your store offers local pickup, a dedicated subsection tracks how pickup orders are performing:

| Metric        | What it measures                                         |
| ------------- | -------------------------------------------------------- |
| **Picked up** | Orders the customer successfully collected               |
| **No-show**   | Orders not collected within the configured no-show delay |

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](#no-show-delay) as a no-show.

<Tip>
  A rising no-show rate may mean customers are having trouble finding your pickup location or are not receiving clear pickup instructions. Consider reviewing your pickup notification emails.
</Tip>

### 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.

## 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.

## 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

<Tip>
  Frequent reroutes from the same location may indicate capacity problems, stock issues, or rules that need adjustment.
</Tip>

## Filtering your data

Use the filters at the top of the dashboard to narrow your view:

| Filter                  | Options                                                 |
| ----------------------- | ------------------------------------------------------- |
| **Date range**          | 7 days, 30 days, 90 days, or a custom range             |
| **Location**            | All locations, or any combination of specific locations |
| **Fulfillment service** | Filter by one or more fulfillment services              |
| **Revenue view**        | Total, Sales, or Fulfillment                            |

Changing a filter refreshes all metrics automatically.

### Revenue views

The revenue view filter controls how revenue is displayed across the dashboard:

| View            | What it shows                                               |
| --------------- | ----------------------------------------------------------- |
| **Total**       | Full order revenue (default)                                |
| **Sales**       | Revenue attributed to the sales channel or selling location |
| **Fulfillment** | Revenue attributed to the fulfilling location               |

Revenue attribution is calculated using the percentages you configure in **Analytics → Settings**. See [Revenue attribution](#revenue-attribution) below.

## 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:

| File                     | Contents                                                               |
| ------------------------ | ---------------------------------------------------------------------- |
| **Location performance** | Revenue, orders, average time, and on-time rate per location           |
| **Top reroutes**         | Rerouting patterns between locations (only included if reroutes exist) |

You can also print or save the dashboard as a PDF.

## Analytics settings

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

### Revenue attribution

Configure how revenue is split between selling and fulfilling locations for each service type.

| Service          | Description                                                |
| ---------------- | ---------------------------------------------------------- |
| **Shipping**     | Orders shipped from a fulfillment location to the customer |
| **Local Pickup** | Orders collected by the customer at a location             |

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%.

<Tip>
  Changes to attribution settings apply retroactively to all historical data. Use the Sales and Fulfillment revenue views on the dashboard to see the impact.
</Tip>

### 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)**.

## 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:

| Metric      | What it shows                               |
| ----------- | ------------------------------------------- |
| **Revenue** | Total revenue fulfilled at this location    |
| **Orders**  | Number of orders fulfilled at this location |
| **Trend**   | Change compared to the previous period      |

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.

<Tip>
  The POS revenue tile is useful for store managers who want to track their location's fulfillment contribution without switching to the Charlie dashboard.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Order Routing" icon="arrow-up-right-dots" href="/order-routing/overview">
    Configure how orders are assigned to locations
  </Card>

  <Card title="Location Management" icon="location-dot" href="/locations/overview">
    Set up and manage your fulfillment locations
  </Card>
</CardGroup>
