Who it's for

Mid-sized omnichannel retailers, direct-to-consumer brands, and ecommerce and marketplace sellers with 50 to 2,000 employees. Orders, inventory, and delivery data sit in separate order, warehouse, and transportation systems, plus several carriers or 3PLs, and someone rebuilds the on-time and cost numbers in spreadsheets before every standup. If one ecommerce platform's reports already answer every delivery and cost question, you may not need Klipfolio yet.

Industries

  • Omnichannel retail
  • Direct-to-consumer brands
  • Ecommerce and marketplace sellers
  • Specialty and apparel retail

Roles

  • VP Operations
  • Director of Fulfillment
  • Supply Chain Manager
  • Ecommerce Manager
  • Customer Service Lead
  • Merchandise Planner

Company size

  • 50 to 2,000 employees

A retailer's core data challenge is that the order, the inventory, and the delivery each live in a different system.

The order management system knows what was promised. The warehouse system knows what was picked and packed. The transportation system and carriers know where it is now. Ecommerce platforms and marketplaces each report their own orders, and last-mile partners send their own files.

Operations teams answer to daily, weekly, and seasonal rhythms: shift planning, weekly carrier reviews, monthly cost reviews, and peak-season prep. Manual exports and reconciliation add delay and errors. Pasting numbers into a generic AI tool doesn't fix it, because the tool doesn't know your SLAs or how you define "on time," and it can give a different answer next week. The gap shows up as mismatched counts and long standups spent debating the numbers. By the time a carrier problem or a pick backlog appears in a weekly report, customers are already asking where their order is.

Logo Strip Retail

When fulfillment metrics are defined once and refresh through the day, operators see congestion, delays, and exceptions in one place and trust the calculation behind them. Common questions get answered in minutes rather than hours, SLAs hold steadier, and fewer hours are lost to spreadsheet work. Klipfolio's Klips connects to the tools you already use, so a lean operations team can run with the visibility of a much larger one.

Key jobs and use cases

Fulfillment health from pick to doorstep

Who: Owned by the Director of Fulfillment. Used by warehouse supervisors, customer service, and operations leadership.

Data: Order management, warehouse management, transportation, and carrier tracking.

Output: One dashboard from order to delivery, filterable from the headline rate down to lanes, SKUs, and individual orders.

Decision: Where to add labour, which carrier or lane to escalate, and which customers to contact before they contact you.

Key metrics

  • On-time Delivery Rate
  • Order Cycle Time
  • Orders Past SLA
  • Pick and Pack Rate
  • Carrier On-time Performance

Fulfillment cost per order

Who: Owned by finance and operations. Used by leadership and the carrier management team.

Data: Warehouse labour, carrier invoices, packaging costs, and 3PL bills.

Output: A cost dashboard by carrier, zone, and order profile, reviewed monthly and shared by scheduled email or PDF.

Decision: Which carriers, zones, and order profiles to renegotiate or reroute.

Key metrics

  • Fulfillment Cost per Order
  • Shipping Cost per Order by carrier and zone
  • Labour Cost per Unit
  • Split Shipment Rate
  • Fulfillment Cost as a percentage of order value

Inventory and stock availability

Who: Owned by the Merchandise Planner. Used by buyers, ecommerce, and store operations.

Data: Inventory, point of sale, Shopify or WooCommerce, purchasing, and sales history.

Output: A stock dashboard by SKU and location that buyers and store operations open before each buying and transfer review.

Decision: What to reorder, transfer, or mark down, with seasonality and planned promotions in view.

Key metrics

  • In-stock Rate
  • Weeks of Supply
  • Sell-through Rate
  • Stockouts by SKU and location
  • Inventory Turnover

Returns and customer experience

Who: Owned by the Customer Service Lead. Used by merchandising, fulfillment, and ecommerce.

Data: Order management returns, a helpdesk such as Zendesk, and reviews.

Output: A returns and contacts dashboard shared with merchandising and fulfillment.

Decision: Which products, sizes, or carriers are driving returns and contacts, and what to fix first.

Key metrics

  • Return Rate by SKU and reason
  • Where-is-my-order Contacts
  • First Response Time
  • Refund Cycle Time
  • Customer Satisfaction Score

Labour planning for order volume

Who: Owned by the warehouse manager. Used by operations and HR.

Data: Order volume, warehouse productivity, staff scheduling, and the promotions calendar.

Output: A weekly planning dashboard comparing scheduled hours with expected volume.

Decision: How many people to schedule by shift for the coming week, based on last year's same week and planned promotions.

Key metrics

  • Orders per Labour Hour
  • Scheduled vs. Needed Hours
  • Overtime Hours
  • Backlog at End of Shift
  • Peak-day Order Volume

Integrations

An order passes through four or five systems between checkout and doorstep. Measuring on-time delivery or cost per order means reading all of them against one set of definitions.

Commerce Order and warehouse Transportation Customer Finance and data
Shopify, WooCommerce, marketplaces, point of sale Order management, warehouse management, 3PL portals Transportation management, carrier tracking and invoices, last-mile partners Zendesk, reviews, Google Analytics 4 ERP and accounting, Excel, Google Sheets, SQL databases and REST APIs

Warehouse, transportation, and carrier systems usually connect through a database, a scheduled file drop, or an API, and Klipfolio reads from all three.

Why Klipfolio for B2C retailers

One definition of on time

Your team needs On-time Delivery Rate and Fulfillment Cost per Order to mean the same thing every time. Klips calculates them with shared formulas across your own systems, so standups are about what to do rather than whose number is right.

Fresh numbers through the day

Order and delivery data goes stale fast. Refresh it every few minutes and cost data daily, so each dashboard keeps pace with the decision it supports.

Know it without having to check

Late orders, backlogs, and returns matter most before the weekly review. Send daily summaries by scheduled email or PDF to the team that owns the fix.

Answers for the floor and the office

Operators need to find their own answer without queuing a data request. They filter by channel, warehouse, carrier, or SKU, and TV mode keeps the warehouse floor on the same numbers as the office.

Klipfolio offers 130+ connectors, 100+ Excel-like functions, 30+ visualization types, and 10 distribution methods, with refresh intervals from 1 minute to 24 hours.

Frequently Asked Questions

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