Stop Guessing.
Start Growing.

You're sitting on months of sales data that could tell you exactly what to stock, what to cut, and where your next dollar of profit is hiding. We find it for you.

Built for craft beverage producers, specialty retailers, and agritourism destinations across NY / NJ / CT.

Get Chartrd — First 3 Months Free
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No passwords or logins required
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Works with Square, Clover, Shopify & more
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Local to Sussex & Orange County

Three steps. No complexity.

We handle the analysis so you can focus on running your business.

01

Export

Send us a simple export file from your POS. No technical skills needed — we'll walk you through it.

02

Analyze

We dig into your data to find hidden trends, dead inventory, and untapped opportunities.

03

Optimize

You get a clear monthly roadmap with specific moves to make. No jargon, just actions.

Your POS Dashboard

The Speedometer

Your Square, Clover, or Shopify account tells you how fast you're going right now. Basic numbers, but no direction.

Chartr

The GPS

We analyze the full map, spot patterns, and tell you specifically which turn to take to reach your destination faster. We clear the operational fog of war.

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100% Secure. No Passwords Required.

We work with exported data files (CSV/Excel). We never ask for your login credentials, bank access, or passwords. You stay in control.

The “Spice Rescue”

The Problem

A specialty retailer's spice sales were dropping (−17% YoY) while inventory piled up on the shelves.

The Old Way

The owner planned to discount the spices to clear them out, which would have killed their profit margin.

The Chartr Way

We identified a hidden trend in “Gift” purchases. We recommended creating a “Kitchen Essentials” bundle, pairing the slow spices with high-performing gift items.

The Outcome

Inventory cleared — no markdowns
Margins protected at full price
Average order value increased 22%

Hey, I'm Kyle.

I spent years building business intelligence systems for mid-size and large companies. The tools were powerful, but they were always built for organizations with full-time analysts on staff.

I launched Chartr Consulting because the businesses that need these insights most — craft breweries managing complex taproom and distribution data, specialty retailers juggling hundreds of SKUs, farm markets and agritourism destinations with wildly seasonal revenue — are the ones least likely to have them.

We're based right here in Sussex County and work hands-on with owners across the NY/NJ/CT area. Every analysis is tailored to your specific operation, delivered in plain English, and built to help you make real decisions — not just look at charts.

What You Get

Know What to Reorder Spot Dead Inventory See Seasonal Trends Early Right-Size Staffing Track What's Actually Growing Monthly Action Plans

Simple, transparent pricing.

No contracts. No hidden fees. Cancel anytime.

FOUNDING OFFER

We're building our local portfolio. Get 3 months free and waived integration fees when you join today.

Best for: Getting your bearings
Sales Visibility
$99 /mo

A clear, organized view of where your business actually stands.

  • Historical Data Focus
  • Customizable Dashboard Views
  • Sales by Category Breakdown
  • Top & Bottom Item Tracking
  • Professional Monthly PDF Report
Get Started
Best for: Forecasting & strategy
Business Mastery
$399 /mo

Full partnership — forecasting, goal-setting, staffing models, and a monthly strategy call.

  • Everything in Tiers 1 & 2
  • Data-Backed Forecasting Models
  • Staffing Needs Prediction
  • Custom Business Goal Setting
  • Monthly 1-Hour Strategy Call
  • Labor Optimization Analysis
Get Started

See what your data could look like.

Explore a real interactive dashboard. Click around to see how the data filters.

Sample Monthly Report

This is what lands in your inbox every month.

Plain English. Specific actions. No jargon.

Open Full Report

Common Questions

We work with Square, Clover, Shopify, Toast, and most other modern POS systems. If your system can export a CSV or Excel file, we can work with it. No API connections or passwords needed.
Your first insights report is delivered within the first week of onboarding. Most clients start making data-backed changes within the first month and see measurable impact by month two.
Absolutely. You don't need any technical skills. We handle all the analysis. You just send us your data export (we'll walk you through how) and we deliver clear, plain-English recommendations.
Your POS dashboard shows you what happened. We tell you what to do about it. We connect patterns across your categories, seasons, and customer behavior to surface insights your dashboard can't — like which products to bundle, when to reorder, or where you're losing margin.
As a founding member, you get your first three months of service at no cost plus waived integration fees. No contract — if after three months the insights aren't driving value, you walk away with nothing owed.

Let's clear the fog.

Reach out to see how data certainty can transform your operations.

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Kyle Poteete

Ready to start?

Fill out our quick intake form and we'll be in touch within 24 hours.

Fill Out Intake Form