Assortment Planning for CFO / VP Finance, read from Lightspeed Retail
Ward reads sales transactions, inventory counts, customer profiles from Lightspeed Retail, runs assortment on it, and returns the finance read on a daily cycle.
How a CFO runs assortment off Lightspeed Retail
Your P&L surprises are born on the store floor. Ward filters to what a CFO can act on and drops the rest.
Assortment Planning. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
How Ward returns Assortment daily cards: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
The connection itself. Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access.
What you get
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
- Store cluster segmentation
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.
| Signal | Finding |
|---|---|
labor_efficiency | Rev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak |
inventory.fresh | Fresh fill 83%, backroom replenishment lag at 2–4p |
promo.lift | BOGO crackers cannibalized Brand Y by 28%, net category +6% |
Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.
labor_scheduling…
Reporting
Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.
| Model | Horizon | MAPE |
|---|---|---|
holt_winters | 4wk | 4.1% |
arima_sarimax | 13wk | 8.9% |
gbm_demand | 1wk | 2.1% |
bayes_hier | new store | 11.4% |
Sources
Connect external systems to the data lake.
| Name | Type | Last sync |
|---|---|---|
sap_pos_transactions | import | 2m ago |
sap_inventory_shrinkage | import | 2m ago |
sap_labor_scheduling | import | 14m ago |
retail_inventory_weekly | import | 1h ago |
retail_google_ads_daily | import | 1h ago |
retail_meta_ads_daily | import | 1h ago |
retail_ga4_website_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
finance-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
region-west-only | permit | Tenant::"acme" |
What Ward has eyes on.
The assortment model runs on a daily cycle, not on a reporting calendar. It picks up the pattern, accounts for root cause, and attaches the next step before the number reaches a review deck.
Ward pulls from Lightspeed rather than replacing it. Sales transactions, inventory counts, customer profiles come across on a read-only connection, get enriched with contextual data, and come back as cards. Your POS is untouched.
Why this combination
is its own problem.
Assortment Planning produces a lot of output that is technically correct and operationally useless to finance. Ward filters on whether the finding changes a decision a CFO can actually make.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Lightspeed Retail. Ward pulls from sales transactions, inventory counts, customer profiles and starts building baselines. First cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.
-
02
Weeks 2 to 3: baselines
Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Daily cards arrive daily and get triaged like any other queue. Most teams find the volume settles into something one person clears in ten minutes. What matters is the action rate, not the alert count.
How Ward connects to Lightspeed Retail
Ward integrates with Lightspeed Retail POS for specialty and boutique retailers. In-store transaction data powers customer behavior and assortment insight cards.
Setup: Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access.
Data Ward reads from Lightspeed
Impact metrics with Lightspeed
Data lake enrichment
Ward enriches Lightspeed data with: Sales transactions, Customer profiles, Weather & events, Competitor data, Demographic data
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Frequently asked questions
Ward connects via Lightspeed Retail API. OAuth-based authentication. Read-only access. Data points include: Sales transactions, Inventory counts, Customer profiles, Purchase orders, Employee performance.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.
No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.
Related solutions
See what assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly
Find out what your data has been hiding.
Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.