Convenience assortment from Power BI, briefed to loss prevention
A convenience Head of LP on Power BI should not be hunting for assortment problems. Ward raises them each day.
The full picture: convenience assortment, Power BI data, Loss Prevention decisions
Shrinkage costs you more than you think. Ward finds out where. Ward writes the finding at the altitude a Head of LP works at.
Here is assortment planning in plain terms. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
For Convenience & C-Store retailers, that means continuous review 3,000+ SKUs across locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.
The mechanism. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
How the connection works. Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.
What it does
- Planogram optimization inputs
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled the 6–9a daypart for the 14 Route 9 sites against the chain baseline. Two causes, one of them scheduling.
| Signal | Finding |
|---|---|
daypart_sales | 6–9a revenue −11% vs. chain, coffee units −18% |
labor_scheduling | Second associate clocks in at 7:30a, peak starts 6:40a at 9 of 14 sites |
foodservice.waste | Breakfast sandwich waste 14%, hold times past 4 hours at 6 sites |
Recommend: move the second open to 6:15a at those nine sites, cut the breakfast batch by one tray, and re-check attach in two weeks.
daypart_sales…
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 |
|---|---|---|
ncr_pos_transactions | import | 2m ago |
pdi_fuel_transactions | import | 2m ago |
verifone_forecourt_events | import | 14m ago |
ncr_planogram_audit | import | 1h ago |
retail_daypart_sales | import | 1h ago |
retail_foodservice_waste | import | 1h ago |
retail_labor_scheduling | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
ops-read-default | permit | Model::* |
lp-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
fuel-team-forecourt | permit | Model::"fuel_transactions" |
Why Assortment matters for Convenience retail
With 3,000 SKUs on a compact selling floor, every product must earn its place, and the right assortment is hyper-local. Ward clusters stores by traffic profile, daypart mix, and surrounding demographics to recommend variations that maximize revenue per square foot at each location.
Why this combination
is its own problem.
A generic assortment model applied to a convenience store base produces alerts nobody trusts. The thresholds are wrong, because convenience baselines are wrong for it. Ward learns the baseline from your own locations instead of importing one.
- 01 Chain-wide planograms over-allocate space to slow tail SKUs in high-volume stores and starve depth on the items that drive 60% of basket starts.
- 02 New-item performance is measured against the new item's standalone sales without accounting for what was displaced; net assortment productivity often goes backwards.
Benchmarks. C-store top-200 SKUs typically generate 50-65% of inside revenue. Cluster-aware planograms usually free 10-20% of facings without revenue loss, redirecting that space to higher-velocity items and lifting same-store inside revenue 2-5%.
What Ward has eyes on.
Ward ingests Power BI rather than replacing it. Power BI REST API datasets, underlying SQL/Azure data, dataflow outputs come across on a read-only connection, get enriched with contextual data, and come back as findings. Your BI is untouched.
Stock what sells. Cut what doesn't. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.
Ward tracks 3,000+ SKUs across your locations, at the store-category level rather than the chain roll-up. The metrics under watch include transactions/hour, attach rate, basket size. A roll-up hides a single-store problem inside a healthy average, which is how daypart demand variation stays invisible for a quarter.
At the metric level. Ward tracks revenue per facing, velocity by daypart and cluster, redundancy analysis, and attach-rate contribution. It also monitors new-item performance against the displaced SKU to measure true assortment productivity.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward reads from Microsoft Power BI with read-only credentials and begins ingesting power BI REST API datasets and underlying SQL/Azure data. No config changes on your side. First daily cards arrive in two days.
-
02
Weeks 2 to 3: calibration
Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.
-
03
Weeks 4 to 12: steady state
Ward hands back daily cards daily, each with the driver and a recommended move. Volume settles at a level a single person can read over coffee. The measure of success is not how many daily cards arrive, it is how many get acted on.
How Ward connects to Microsoft Power BI
Ward sits alongside Power BI. Your dashboards visualize. Ward detects and explains what changed. No dashboard login needed for your morning brief.
Setup: Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.
Data Ward reads from Power BI
Impact metrics with Power BI
Data lake enrichment
Ward enriches Power BI data with: Power BI datasets, Underlying SQL/Azure data, Weather & events, Demographics, Custom feeds
Shrinkage costs you more than you think. Ward finds out where.
- ×Shrinkage lands as a year-end surprise
- ×Cannot distinguish theft from spoilage from admin error
- ×High-shrinkage stores only identified during audits
- ×No correlation between operational changes and loss patterns
- ×Exception-based reporting misses slow-bleed patterns
- ✓Store-level shrinkage tracking with cause attribution
- ✓Anomaly detection flags stores deviating from estate average
- ✓Receiving dock discrepancy patterns identified automatically
- ✓Correlation analysis links operational changes to loss shifts
- ✓Trend analysis catches slow-bleed patterns audits miss
US retail shrinkage hit $112.1 billion in 2022. Up 19.4% year over year. Source: National Retail Federation
Convenience KPI impact
Frequently asked questions
Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Convenience retail specifically, Ward monitors 3,000+ SKUs across your locations and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Transactions/hour, Attach rate, Basket size, Planogram compliance, Daypart mix at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched. Data points include: Power BI REST API datasets, Underlying SQL/Azure data, Dataflow outputs.
Yes. Ward reads Power BI data and combines it with contextual signals (weather, events, demographics) to generate Convenience-specific insight cards. No custom development required.
Shrinkage costs you more than you think. Ward finds out where. Ward solves this with automated insight cards: Store-level shrinkage tracking with cause attribution. Anomaly detection flags stores deviating from estate average. Receiving dock discrepancy patterns identified automatically.
Ward delivers daily insight cards covering Transactions/hour, Attach rate, Basket size, tailored for Loss Prevention decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks revenue per facing, velocity by daypart and cluster, redundancy analysis, and attach-rate contribution. It also monitors new-item performance against the displaced SKU to measure true assortment productivity.
A standardized planogram runs across all 500 locations. Ward identifies distinct store clusters, highway/travel, urban commuter, residential, university-adjacent, each overindexing on different categories. Ward recommends reallocating shelf space per cluster to match actual demand. Pilot stores show meaningful revenue uplift from better product-location matching with zero cost increase: same SKU count, just the right ones in the right stores.
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
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