Promo Effectiveness: Convenience retail, Power BI data, Supply Chain decisions
Ward ingests power BI REST API datasets, underlying SQL/Azure data, dataflow outputs from Microsoft Power BI, monitors promos throughout 3,000+ convenience SKUs, and hands back the supply chain read each day.
Promo Effectiveness for Convenience on Power BI, scoped to supply chain
You find out about stockouts after customers do. Ward writes the finding at the altitude a VP Supply Chain works at.
Promo Effectiveness. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.
For Convenience & C-Store retailers, that means watching 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.
How it runs. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.
The connection itself. 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
- Cannibalization quantification
- Pull-forward detection
- Promo ROI scorecards
- Net lift measurement (not gross)
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.
Why this combination
is its own problem.
Promo Effectiveness behaves differently in convenience retail than it does anywhere else. The footprint shape, the SKU count, and the speed of the category all change what counts as a real data point and what is noise. Ward is tuned to the convenience version.
- 01 Multi-unit price points (2-for-$3) shift demand from higher-margin single-unit purchases without showing up in event-window reporting.
- 02 Vendor funding gets credited against the discount in margin reports, hiding the cannibalization of single-unit margin and adjacent-SKU sales.
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 Ward has eyes on.
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.
Every one of your locations gets its own baseline. Ward scans continuously transactions/hour, attach rate, basket size against it and pulls forward only the deviations that hold up. The two that show up most in convenience retail are daypart demand variation and planogram compliance, and both are baseline problems before they are P&L problems.
Ward reads straight from power BI REST API datasets, underlying SQL/Azure data, dataflow outputs from Microsoft Power BI on a read-only connection. Nothing is written back, and your BI configuration does not change. Power BI stays the system of record.
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.
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 findings 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 daily cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Insight 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 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 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.
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 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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