How to get started with Chartimatic

Step 1: Connect your core tools

Chartimatic becomes most useful once it can see both your store results and the channels that drive them.

Start by connecting these integrations:

• Shopify – your source of truth for revenue and orders. See: Connect Shopify
• Google Analytics – to understand sessions, users, and conversion rates. See: Connect Google Analytics
• Google Ads – to bring spend, clicks, and conversions into your briefing. See: Connect Google Ads
• Klaviyo – to track email and SMS revenue alongside other channels. See: Connect Klaviyo

You can connect each one using simple, one-click OAuth or API key flows—no engineers or custom code required.

Step 2: Set up your first brand

Once your account exists and your first integration is connected, set up Chartimatic for your brand in a structured way.

For new Shopify brands:

• Follow the checklist in Set up a new Shopify brand to create your workspace, connect integrations, and confirm your first briefing.
• If you operate multiple stores or brands, repeat the same pattern for each one.

Step 3: Understand daily briefings

Your daily AI briefing is the core Chartimatic experience: one concise summary that replaces morning dashboard tours.

• Read How daily briefings work to learn how Chartimatic pulls, combines, and explains your data.
• If your first briefing looks sparse or empty, use Data troubleshooting to check integrations and data freshness.

Step 4: Learn to read your performance summary

The performance summary view shows your key metrics and AI insights in a structured layout you can scan in under a minute.

• Read How to read your performance summary to walk through top-line revenue, channel breakdowns, conversion rate, and AOV trends.
• Use Benchmarks and industry intelligence to interpret benchmark context around those numbers.

Step 5: Check benchmarks and industry intelligence

Chartimatic adds category benchmarks and industry intelligence so you know whether your performance is strong or weak for your niche, not just in isolation.

• See Benchmarks and industry intelligence to understand where benchmarks come from, how your store is mapped to a category, and how often market data is updated.
• Use these insights with seasonal planning content on the blog to shape campaigns and budgets.

Step 6: Troubleshoot and manage your plan

If something doesn’t look right—or you’re ready to adjust your subscription—there are dedicated guides to help.

• Data troubleshooting – if numbers look wrong, missing, or out of date.
• Manage your subscription – to view your current plan, change tiers, update billing, or cancel.

What’s next

If you’re brand-new to Chartimatic, the best path is: connect Shopify, connect at least one channel, and then read the daily briefing and performance summary guides the first time you see your data.

• Visit chartimatic.com and explore the homepage and features to see how Chartimatic fits into your workflow.
• Read Connect Shopify, Daily briefings, and Performance summary in full.
• Browse the blog for practical ecommerce and benchmarking examples.
• Check pricing to review plan limits and included integrations.