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Optimizing Gifting Marketplace with a Custom Retool Dashboard

Afloat needed custom Retool dashboards to streamline order management, delivery tracking, and reporting for both retail partners and admins.

Optimizing Gifting Marketplace with a Custom Retool Dashboard

[ Client ]

About the Client

Afloat is a gifting marketplace that makes sending same-day gifts from local stores easy and fun. They empower small businesses with software, logistics, marketing, and community support, helping them compete nationally while promoting local economies. Afloat's platform allows users to celebrate special occasions while strengthening connections and supporting local businesses.

7mo
Ongoing Partnership
2
Dashboards: Retailers & Admins
100%
Shopify Integration

[ Challenge ]

Two Dashboards with Different Access Levels and Shopify Integration

Afloat needed to build two distinct dashboards: one for Retail Partners and one for Admins, each with specific access levels and functionalities. Integrating the dashboards with Shopify and ensuring smooth data flow with Afloat's backend was the core technical challenge.

[ Solution ]

Building the Solution

Akveo used Retool to build custom dashboards tailored to Afloat's needs. The Retail Partner Dashboard was embedded into Shopify, allowing retail partners to manage orders and view key metrics. The Admin Dashboard gave Afloat's team powerful tools for order management, delivery tracking, and partner oversight. Integration with Afloat's Backend APIs was also needed to ensure real-time data syncing.

Scope of work

We developed two separate dashboards for Afloat: a Retail Partner Dashboard and an Admin Dashboard, each with different user roles, permissions, and functionalities. Here's an overview of what we delivered:

1. Retail Partner Dashboard

  • Integrated into Shopify, the Retail Partner Dashboard allowed retail partners to view real-time order data, manage store settings, and track performance.
  • It included features like order management, business analytics, and easy access to store profile management, making it easier for retail partners to run their stores effectively.
  • We integrated it with the Retail Operations API for seamless data syncing, ensuring real-time order updates and inventory management.

2. Admin Dashboard

  • This internal dashboard was designed to help Afloat's team manage operations efficiently. It provides advanced filtering, sorting, and pagination features to handle large datasets.
  • The Admin Dashboard allowed Afloat to manage orders, deliveries, and retail partner data in one place.
  • We implemented Role-Based Access Control to ensure authorized users could access sensitive data.

3. API Integration and Data Syncing

  • Our Retool developers integrated the app with Afloat's Backend API, Retail Operations API, and Shopify API so the data could be synchronized smoothly across the systems.
  • This integration helped to set up real-time updates for orders, deliveries, and inventory, keeping the system accurate.

4. Real-Time Reporting and Analytics

  • We made a custom reporting system that provided insights into business performance and helped Afloat stay tuned to make informed decisions.
  • The dashboards allowed real-time reporting and automated notifications. Stakeholders were constantly updated on critical information.

5. Scalability

  • We managed to build the system that can handle big volumes of data and complex queries. The dashboards remain responsive even during peak periods. Our solution allowed Afloat to grow without worrying about performance bottlenecks.

[ Results ]

Impact that Matters

The dashboards we created delivered improvements in Afloat's operations:

Enhanced Retailer Efficiency

The tools improved retailer workflows, streamlined order management and business tracking. This efficiency increased revenue for Afloat within a month after going live.

Improved Customer Retention

The solution our team created provided retail partners valuable insights. The advanced data visualization and management features were embedded into Afloat's platform, leading to higher engagement and improved customer retention.

Cost-Effective Implementation

While the development cost was higher than traditional custom development, Retool's flexibility and speed enabled Afloat to implement features rapidly, resulting in long-term operational savings and faster time to market.

[ Tech Stack ]

Technologies Behind the Project

Backend Development

Retool WorkflowsPostgreSQL

Frontend Development

RetoolJavaScript/TypeScript

API Integration

Shopify APIAfloat Backend APIs

Visuals

Optimizing Gifting Marketplace with a Custom Retool Dashboard visual 1

[ Case Studies ]

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Dmitry Klim
Dmitry Klim
Head of Growth
Clutch
5900 Balcones Drive #21729, Austin, TX 78731[email protected]+1 (512) 921-9631