Convenience · Power BI · Head of LP

Microsoft Power BI plus Ward, for a convenience Head of LP

A convenience Head of LP running Power BI gets transactions/hour, attach rate, basket size scans continuously daily, with what caused it attached.

Ward and Power BI for Convenience loss prevention

Shrinkage costs you more than you think. Ward finds out where. Ward brings up the indicators that change a loss prevention decision.

Convenience & C-Store changes the scale of the problem: 3,000+ SKUs, every one of your locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.

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.

app.getward.ai Live demo
Acme Convenience @Store Ops: Regional Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why is the morning daypart down at the Route 9 sites?
You · 9:42 AM
Schema Scout · routed to Store Ops Agent

I pulled the 6–9a daypart for the 14 Route 9 sites against the chain baseline. Two causes, one of them scheduling.

SignalFinding
daypart_sales6–9a revenue −11% vs. chain, coffee units −18%
labor_schedulingSecond associate clocks in at 7:30a, peak starts 6:40a at 9 of 14 sites
foodservice.wasteBreakfast 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.

7 parallel queries 3 sources cited confidence 0.91
Show me the schedule change by site.
You · 9:43 AM
Labor Agent · drafting shift diff
Querying daypart_sales
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Inside-store sales
$12.9M
+2.4% WoW
Foodservice margin
47.3%
−2.1pp
Attach, fuel-to-store
31.2%
−1.6pp
Shrink, cigarettes
1.94%
+0.6pp
Inside-store sales 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
ncr_pos_transactionsimport2m ago
pdi_fuel_transactionsimport2m ago
verifone_forecourt_eventsimport14m ago
ncr_planogram_auditimport1h ago
retail_daypart_salesimport1h ago
retail_foodservice_wasteimport1h ago
retail_labor_schedulingimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
ops-read-defaultpermitModel::*
lp-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
fuel-team-forecourtpermitModel::"fuel_transactions"
for Convenience on Power BI data, live product demo.

What Ward delivers

  • 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

Metrics Ward monitors

Transactions/hour
Attach rate
Basket size
Planogram compliance
Daypart mix

Convenience challenges Ward solves

  • Daypart demand variation
  • Planogram compliance
  • Impulse category optimization
  • Fuel attach rate
  • Labor scheduling

What Ward has eyes on.

The connection to Microsoft Power BI is read-only and runs on your schedule. Ward reads straight from power BI REST API datasets, underlying SQL/Azure data, and the rest of the feed, then joins it with external context your BI does not carry: weather, local events, competitor pricing.

Ward monitors 3,000+ SKUs throughout 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.

Why this combination
is its own problem.

A Head of LP rarely logs into Power BI. They read what someone else pulled out of it, two days later. Ward removes the two days and the someone else.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to Microsoft Power BI. Ward reads power BI REST API datasets, underlying SQL/Azure data, dataflow outputs and starts building baselines. First insight cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  2. 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.

  3. 03

    Weeks 4 to 12: operating rhythm

    Cards arrive each day 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 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

Power BI REST API datasets
Underlying SQL/Azure data
Dataflow outputs

Impact metrics with Power BI

Time to Insight
Push, not pull
Insight cards delivered without waiting for someone to look.
Anomaly Detection
Between-refresh coverage
Issues surfaced before the next scheduled Power BI review.
Decision Velocity
Cause analysis included
No drill-down investigation; cards carry root cause context.
Report Efficiency
Ad-hoc requests reduced
Proactive cards answer questions before analysts get asked.

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.

Pain points
  • ×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
How Ward helps
  • 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

Attach Rate
Impulse adjacencies
Daypart-specific cross-sell opportunities surfaced.
Daypart Revenue
Weak hours identified
Which hours and categories underperform, and why.
Planogram Compliance
Sales-correlated flags
Deviations flagged once they start costing revenue.
Shrinkage
Slow-bleed detection
Transaction-level anomalies that periodic audits miss.

Frequently asked questions

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.

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.

See what Convenience 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.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info