instore reporter ai retail analytics platform

About
The InStore Group

Web Application

The InStore Group, an Inc. 5000 company, is a leading provider of retail merchandising and fulfillment services with nationwide coverage. Their comprehensive offerings include warehousing, order processing, shipping, tracking, customer service, shipment preparation, inbound and outbound logistics, returns processing, e-commerce fulfillment, inventory management, and POP fulfillment services. They also handle picking, packing, and shipping for retail and e-commerce clients, providing end-to-end merchandising support and ensuring efficient execution across thousands of stores nationwide.

Type of Software

Web-Based Retail Analytics & Merchandising Dashboard

Headquarters

Charlotte, NC, USA

Industry

Retail Merchandising & Fulfillment

Company Size

1k - 5k

Project Scope

The scope included designing and developing InStore Reporter, a retail analytics and merchandising dashboard for The InStore Group, an Inc. 5000 company in the USA. The platform integrates with the Natural Insights (NI) API to fetch, deserialize, and store data from nationwide store visits, surveys, and field activities. Built using .NET Core, Angular, MSSQL, and AWS Lambda/EventBridge, the system delivers accurate, real-time, and user-friendly reporting with strong data integrity. It supports role-based user flows and interactive visualizations, including executive summaries and map-based store tracking, to equip stakeholders with actionable insights at scale. By replacing manual reporting with a centralized, automated solution, the platform helped The InStore Group make faster, data-driven decisions, optimize merchandising execution, and drive measurable improvements in sales, profitability, and market share.

Services We Delivered

Web Application Development

Built a scalable retail analytics platform tailored to The InStore Group’s nationwide operations.

Data Integration & Automation

Integrated the Natural Insights API for automated, real-time data collection and synchronization.

Financial Dashboard Suite

Delivered Financial, Daily, and Operational dashboards offering actionable insights and real-time performance tracking.

AI & Geolocation Intelligence

Integrated ChatGPT and Google Maps APIs for anomaly detection, and store-level visualization.

Challenges

  • Accurate Data Retrieval from the Natural Insights API
  • Data Deserialization without Loss
  • Visualizing Complex Survey Data
  • Performance with Large Datasets
  • Store Location Mapping
  • Executive Summary Reporting

Solutions

  • Resilient Natural Insights API Data Ingestion
  • JSON Deserialization and Structured Data Modeling
  • Clear, Interactive Visualization for Multi-layer Survey Data
  • Large Scale Performance Optimization Across Backend and UI
  • Executive Summary and KPI Consolidation Module

Highlighted Features

Grow with Us
  • Visit Progress Visualization and Status Tracking
  • Store Level History and Visit Timeline
  • Visit Image Gallery for Proof of Execution
  • Visit List and Project Coverage Tracking
  • Executive Summary and KPI Snapshot
  • Interactive Store Mapping with Google Maps
  • Survey Questions and Response Insights
  • Automated Data Sync via Natural Insights API
  • Interactive Reports with Detailed and Summary Views
  • Data Validation for Accuracy and Consistency
  • AI-Generated Summaries and Insight Narratives
  • Natural Language Query Support in the Dashboard
  • AI-Assisted Executive Report Drafting
  • AI Supported Anomaly Detection with Recommended Actions
InStore Reporter screens showing dashboards, AI insights, maps

Business Outcomes

  • Nationwide Retail Coverage

    Enabled seamless execution and monitoring of merchandising operations across all 50 states.

  • Improved Decision-Making

    Delivered 40% faster access to insights, empowering retail managers to act swiftly on strategies.

  • Operational Efficiency

    Reduced manual reporting time by 60%, allowing teams to focus on high-value execution tasks.

  • Revenue Impact

    Clients experienced a 20–25% uplift in product availability & sales due to real-time tracking and analytics.

  • Accelerated Decision-Making with AI Query Interface

    The AI assistant lets users ask natural-language questions and receive instant, data-backed answers, reducing reliance on technical analysts and accelerating decision-making.

2K+

Retail Projects Monitored

Seamless tracking of ongoing and completed projects across diverse regions with real-time visibility.

15K+

Store Visits Recorded Monthly

Delivering accurate insights into field execution, compliance, and performance.

50K+

Survey Responses Processed

Turning large-scale survey data into actionable insights that drive retail strategies.

99.9%

Data Accuracy

Ensured through robust Natural Insights API integration, deserialization, and validation processes.

75%

Reduction in Manual Reporting Time

AI automatically analyzes daily survey data, visit performance, and image metadata to generate real-time project summaries and executive-level insights.

30%

Reduction in Operations Costs

By automating tasks like report generation, anomaly detection, and performance summarization, the system reduced human intervention and optimized resource utilization.

Client Testimonials

InStore Reporter has given us reliable, near real-time visibility across nationwide projects through seamless Natural Insights integration and accurate dashboards. The AI summaries and query interface have simplified performance analysis and helped our teams make faster, data-driven decisions.

Thomas Palombo
— Thomas Palombo CEO at The InStore Group

Technology Stack

Angular JS
C# TypeScript
Figma
.NET Core
MSSQL