Promo Effectiveness for Convenience on Power BI, built for procurement
Know which promos actually work. Ward runs it on Power BI data throughout your convenience fleet, scoped to procurement.
How a convenience Head of Procurement runs promos on Microsoft Power BI
Merchandising wants Ward. You sign the contract. Ward hands you cards scoped to procurement decision-making.
Promo Effectiveness, in one sentence. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.
Applied to Convenience & C-Store, the surface area is 3,000+ SKUs over locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.
What Ward does with that: Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.
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.
What it does
- Promo ROI scorecards
- Net lift measurement (not gross)
- Cannibalization quantification
- Pull-forward 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 Promos matters for Convenience retail
Most c-store operators accept vendor-funded promotions without measuring whether they actually improve store economics. Multi-unit deals can cannibalize single-unit margin, and rebates often don't offset the erosion. Ward measures the true P&L impact of each program, giving operators evidence for vendor negotiations.
What Ward has eyes on.
The connection to Microsoft Power BI is read-only and runs on your schedule. Ward ingests power BI REST API datasets, underlying SQL/Azure data, and the rest of the feed, then cross-references it with external context your BI does not carry: weather, local events, competitor pricing.
Know which promos actually work. 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 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.
At the metric level. Ward tracks unit lift vs margin impact, single-to-multi-unit cannibalization, vendor funding offset accuracy, and post-promo demand suppression, including inventory holding, labor for reset, and displaced revenue from non-promoted items.
Why this combination
is its own problem.
A generic promos model applied to a convenience fleet 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 Display labor and reset cost is left out of promo P&L; on tight-staffing nights, store-level cost can exceed vendor funding.
- 02 Multi-unit price points (2-for-$3) shift demand from higher-margin single-unit purchases without showing up in event-window reporting.
Benchmarks. C-store vendor promo programs typically show 15-50% gross unit lift and 3-15% net margin lift after cannibalization, funding, and labor. Most chains run 100-300 vendor events per year; the bottom quartile is usually negative-net.
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 cards arrive in two days.
-
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 findings are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Daily 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
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
Merchandising wants Ward. You sign the contract.
- ×Business sponsor saw the demo. You have a week to vet a vendor you didn't pick
- ×AI vendors price by seats and tokens. Total cost is unknowable until invoice three
- ×Multi-year commits with auto-renew. No exit if the pilot stalls
- ×Renewals come back 30% higher, with no room to push back and no benchmark to cite
- ×Security and DPA reviews start after the team has already committed
- ✓MSA, DPA, SOC 2 Type II underway, and architecture review available before signature
- ✓Month-to-month contracts. No multi-year lock-in. No auto-renew traps
- ✓Transparent pricing set by scope and store count
- ✓14-day insight guarantee. If Ward doesn't deliver, month two is on us
- ✓AI strategy, orchestration and reporting-layer work in enterprise grocery at nine-figure revenue. Reference calls available before signature
Enterprise SaaS spend grew 18% YoY. 53% of subscriptions are underused or duplicative. Source: Gartner
Convenience KPI impact
Frequently asked questions
Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading. 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 isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.
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.
Merchandising wants Ward. You sign the contract. Ward solves this with automated insight cards: MSA, DPA, SOC 2 Type II underway, and architecture review available before signature. Month-to-month contracts. No multi-year lock-in. No auto-renew traps. Transparent pricing set by scope and store count.
Ward delivers daily insight cards covering Transactions/hour, Attach rate, Basket size, tailored for Procurement decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks unit lift vs margin impact, single-to-multi-unit cannibalization, vendor funding offset accuracy, and post-promo demand suppression, including inventory holding, labor for reset, and displaced revenue from non-promoted items.
A top beverage vendor runs 26 promotional events per year across the chain. Ward reveals that fewer than half generate positive net margin after accounting for cannibalization and margin erosion. Ward provides per-event ROI scorecards the category manager uses to renegotiate: fewer but deeper promotions on high-ROI events, elimination of negative-margin ones, and better vendor funding terms.
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 Convenience promos problems Ward catches.
Root causes, not just alerts. See it on your data.
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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.