Turn Your Data Into Decisions

We help local specialty retailers and breweries move from decision-making by intuition to being genuinely data-driven. Secure integration. Tailored reports. Clear projections.

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Why Charter Insights?

Stop guessing. Start knowing.

🔒 Secure Integration

We connect directly to your Shopify, Square, or POS systems using encrypted, read-only pipelines. No messy spreadsheets.

📈 Tailored Insights

Every business is unique. We provide custom dashboards that highlight your specific profit drivers and hidden trends.

🔮 Future Projections

Don't just look back. We provide Year-Over-Year pace reports and seasonal forecasting so you can plan ahead.

Specialized For:

🍺 Local Breweries   |   🧼 Niche Retail

Simple, Tiered Pricing

All plans require a one-time $250 Data Integration & Setup Fee.

Bronze
$99/mo
+$250 One-time Setup
  • **Foundation & Reporting**
  • Automated Monthly Reports
  • Sales & Inventory Analysis
  • Secure Data Hosting
  • No Live Calls (Async)
Most Popular
Silver
$199/mo
+$250 One-time Setup
  • **Growth & Forecasting**
  • Includes all Bronze features
  • Quarterly Review Video (Recorded)
  • YOY Pace Reports
  • Seasonal Projections
  • Bi-Annual Deep Dive Report
Gold
$399/mo
+$250 One-time Setup
  • **Optimization & Strategy**
  • Includes all Silver features
  • Monthly Live Strategy Call
  • Advanced Modeling (CLV, GMROI)
  • Sales per Sq. Ft. Analysis
  • Quarterly Deep Dive Report

Interested in one of these plans? Use the contact form below.