From Intuition to Certainty

Most small business owners have a "gold mine" of sales history sitting in their accounts. We turn that complex data into simple, clear decisions.

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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.

How It Works

1

Export

You send us a simple export file from your POS (Square, Clover, Shopify). No technical skills needed.

2

Analyze

We run your data through our models to find hidden trends, waste, and opportunities.

3

Optimize

We provide a clear monthly roadmap. You make the changes and watch profits grow.

The Dashboard (Your POS)

Your Square, Clover, or Shopify account tells you how fast you are going right now. It gives you basic numbers, but it doesn't tell you where to go.

The GPS (Chartr)

We look at the map, analyze trends, and tell you specifically which turn to take to reach your destination faster. We clear the operational fog of war.

Real World Results

Case Study: The "Spice Rescue"

The Problem: A client's spice sales were dropping (-17% YoY) while inventory piled up.


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

The Outcome


  • βœ… Inventory Cleared
  • βœ… Margins Protected (No Discounts)
  • βœ… Increased Average Order Value

Hey, I'm Kyle.

With a B.A. in Economics and years of experience providing business intelligence for medium & large corporations, I launched Chartr Consulting to bring those same high-level insights to our local community here in Sussex and Orange County.


We move beyond just looking at the past. We help you identify what isn’t working, reduce inventory waste, and double down on your biggest growth opportunities.


Everything we do is human-made, secure, and tailored to your unique business needs.

Our Focus


Custom Dashboards Monthly Reports Trend Tracking Strategic Outlooks Labor Optimization Inventory Velocity

πŸŽ‰ Founding Member Discount

We are currently building our local portfolio. Get 3 Months FREE and waived integration fees if you join today.

Sales Visibility
$99/mo

A clear view of where your business stands.

  • Historical Data Focus
  • Customizable Views
  • Sales by Category
  • Top Item Tracking
  • Professional Monthly PDF
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Business Mastery
$399/mo

Forecast the future and hit your goals.

  • Includes 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

Live Interactive Sample

Explore a real-time example of the insights we provide. Click around to see how the data filters.

Let's Clear the Fog

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

Kyle Poteete

Email: kylep@chartrconsulting.com

Phone: 973.934.6399

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