Convenience assortment from Power BI, briefed to supply chain
Ward ingests power BI REST API datasets, underlying SQL/Azure data, dataflow outputs from Microsoft Power BI, scans continuously assortment throughout 3,000+ convenience SKUs, and delivers the supply chain read daily.
Assortment Planning for Convenience on Power BI, scoped to supply chain
What assortment planning does: Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
For Convenience & C-Store retailers, that means monitoring 3,000+ SKUs throughout locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.
You find out about stockouts after customers do. Ward sends cards scoped to supply chain decision-making.
Under the hood. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Getting the data in. Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.
Capabilities
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
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.
What Ward has eyes on.
Coverage is store by store, category by category. Ward keeps a running read on transactions/hour, attach rate, basket size throughout 3,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the footprint is fine and knowing which seven locations are not.
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 cards. Your BI is untouched.
The assortment model runs on a daily cycle, not on a reporting calendar. It flags the pattern, attributes the driver, and attaches a recommended action before the number reaches a review deck.
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.
Why this combination
is its own problem.
Most assortment projects stall at data access. This one does not, because Power BI already exposes power BI REST API datasets, underlying SQL/Azure data, dataflow outputs through an API Ward reads directly.
- 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 the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward sits on top of 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 inside the first 48 hours.
-
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 daily cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: steady state
Ward returns insight cards on a daily cycle, each with the cause and what to do about it. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight 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
You find out about stockouts after customers do.
- ×Demand forecasts are off by 15-25% and nobody catches it until the shelf is empty
- ×Supplier fill rate problems announce themselves at the receiving dock
- ×Safety stock levels get set once a year and left alone
- ×No early warning system for supply chain disruptions
- ×Replenishment exceptions require manual triage every morning
- ✓Stockout prediction cards arrive 24-72 hours before empty shelves
- ✓Supplier fill rate tracking with automatic escalation
- ✓Dynamic safety stock recommendations based on current demand signals
- ✓Weather, event, and macro-driven demand adjustments
- ✓Replenishment exceptions auto-prioritized by revenue impact
Stockouts cost retailers $1.14 trillion in missed sales globally each year. Source: IHL Group
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.
You find out about stockouts after customers do. Ward solves this with automated insight cards: Stockout prediction cards arrive 24-72 hours before empty shelves. Supplier fill rate tracking with automatic escalation. Dynamic safety stock recommendations based on current demand signals.
Ward delivers daily insight cards covering Transactions/hour, Attach rate, Basket size, tailored for Supply Chain 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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