Shipsy BI
At a glance
- What: No-code dashboard builder over Shipsy’s BI datamarts
- Who uses it: CS teams for customer reporting, account teams for QBRs, ops teams for monitoring
- Power feature: Pair with the
bi-skillin Claude Code for AI-assisted query building - Access: Via the Shipsy platform (customer-specific instance)
Why this matters
Customers want dashboards. “Show me all delayed orders in Mumbai this week” is a request you’ll get regularly. Shipsy BI lets you build these without SQL knowledge — drag-and-drop metrics, filters, and joins. And when the query gets complex, the bi-skill in Claude Code can write the SQL for you.
Core capabilities
| Feature | What it does |
|---|---|
| Dashboard builder | Drag-and-drop interface for creating charts, tables, and KPI cards |
| Custom metrics | Define calculated fields (e.g., “on-time delivery %” = delivered_on_time / total_delivered) |
| Filters | Date range, geography, carrier, customer, status — all combinable |
| Joins | Connect datamarts for cross-functional reporting (orders + trips + carriers) |
| Scheduling | Auto-email dashboards to stakeholders on a schedule |
| Export | CSV, PDF, Excel export for offline sharing |
Common datamarts
| Datamart | What it contains | Common queries |
|---|---|---|
| Orders | All consignments with status, timestamps, addresses | Delivery SLA compliance, order volume trends |
| Trips | Vehicle trips with route details, driver info | Trip efficiency, utilization rates |
| Carriers | Third-party carrier performance | Carrier SLA comparison, cost per shipment |
| Returns | Reverse logistics data | Return rate by reason, turnaround time |
| Alerts | Exception events (delays, SLA breaches) | Alert frequency by type, resolution time |
| COD | Cash-on-delivery transactions | COD reconciliation, settlement tracking |
Using the bi-skill in Claude Code
The bi-skill knows Shipsy’s datamarts, joins, field definitions, and common SQL patterns. Use it when the BI dashboard builder isn’t enough.
Example prompts
> use the bi-skill. I need a dashboard showing all orders with 2+ failed
> delivery attempts in the last 7 days, grouped by carrier and city.> use the bi-skill. Show me on-time delivery percentage by carrier for
> the last quarter, with a breakdown by city.> use the bi-skill. What's the average COD reconciliation time by carrier?
> Show me outliers.The skill generates SQL queries that run against the BI datamarts and returns formatted results.
Building a dashboard — quick start
- Navigate to Shipsy BI in the platform.
- Create new dashboard → name it and choose a layout.
- Add a widget → select chart type (bar, line, table, KPI card).
- Select datamart → choose the data source (e.g., Orders).
- Configure metrics → drag fields to rows, columns, values.
- Add filters → date range, geography, status.
- Save and share → set visibility and optionally schedule email delivery.
Sources
- Slack: #bi-support — for BI access and query help
- See Cowork & Claude tools for the bi-skill setup
Changelog
- 26 May 2026: Full content with capabilities, datamarts, bi-skill integration, quick start.