Customer Behavior for Furniture on Epicor, built for finance
A furniture CFO on Epicor should not be hunting for customer problems. Ward raises them daily.
Customer Behavior for Furniture on Epicor, scoped to finance
A Furniture Manufacturing & Retail operator is tracking 10,000+ SKUs over locations. ERP-locked production data, long lead times, and margin erosion you don't see until quarter-end. Ward connects your internal systems and surfaces what matters.
Your P&L surprises are born on the store floor. Ward writes the finding at the altitude a CFO works at.
Customer Behavior, in one sentence. Ward tracks basket composition shifts, daypart patterns, and customer segment migration.
How it runs. Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
How the connection works. Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
Capabilities
- Basket composition trends
- Daypart behavior modeling
- Customer segment migration
- Cross-sell opportunity detection
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled upholstery cost of goods by BOM line against the last price file. Three quarters of the drop is material and freight, not discounting.
| Signal | Finding |
|---|---|
bom_cost_actuals | Foam and frame stock +9.2% since the March price file, never carried to list |
freight.inbound | Inbound container cost +$412 per unit-equivalent on the Vietnam lane |
channel.mix | Wholesale share up 6pp, and wholesale runs 11pp under DTC margin |
Recommend: reprice the six affected SKUs at the next list cycle, quote the alternate foam vendor, and hold wholesale allocation flat until list catches up.
bom_cost_actuals…
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 |
|---|---|---|
epicor_production_stage_log | import | 2m ago |
epicor_bom_cost_actuals | import | 2m ago |
sap_inventory_snapshot | import | 14m ago |
netsuite_sales_orders | import | 1h ago |
retail_showroom_pos | import | 1h ago |
retail_freight_inbound | import | 1h ago |
retail_dealer_orders | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
finance-read-default | permit | Model::* |
sourcing-read-bom | permit | Model::"bom_cost_actuals" |
dealer-blocked | forbid | Model::"bom_*" |
plant-read-production | permit | Model::"production_stage_log" |
Why Customer matters for Furniture retail
A furniture purchase is a considered, weeks-long decision that crosses the website, the showroom, and the sales associate. The path rarely shows up in one system, so the research a customer did online before buying on the floor goes uncredited. Ward stitches the journey across channels and surfaces where high-intent shoppers stall, so you can shorten the path from first visit to delivered order.
What Ward has eyes on.
Ward ingests sales orders, inventory, purchase orders from Epicor on a read-only connection. Nothing is written back, and your ERP configuration does not change. Epicor stays the system of record.
Understand the person behind the basket. 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.
Coverage is store by store, category by category. Ward scans continuously inventory carrying cost, order-to-delivery cycle, gross margin by channel throughout 10,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the estate is fine and knowing which seven locations are not.
At the metric level. Ward tracks cross-channel journeys from first web session to delivered order, measures dwell time and repeat visits on considered pieces, identifies the online tools that predict a showroom close, and segments by considered-purchase category. The long decision cycle means the highest-value signal is intent over weeks, not a single-session conversion.
Why this combination
is its own problem.
A CFO rarely logs into Epicor. They read what someone else pulled out of it, two days later. Ward removes the two days and the someone else.
- 01 Web and showroom are measured as separate funnels, so online research that drives an in-store sale is credited to neither channel correctly.
- 02 A long, multi-visit consideration cycle is scored with single-session conversion metrics that make high-intent shoppers look like bounces.
Benchmarks. Furniture purchase cycles commonly span two to six weeks with three or more touchpoints across channels. Retailers that connect the online-to-showroom path and act on it typically lift close rates on considered categories by high single to low double digits, mostly by removing friction between research and purchase.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Epicor. Ward pulls from sales orders, inventory, purchase orders 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.
-
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 cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: steady state
Ward returns findings each day, each with the cause 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 Epicor
Ward integrates with Epicor for home improvement, furniture, and building supply retailers. Inventory, purchasing, production, and sales data power insight cards.
Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
Data Ward reads from Epicor
Impact metrics with Epicor
Data lake enrichment
Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Furniture KPI impact
Frequently asked questions
Ward tracks basket composition shifts, daypart patterns, and customer segment migration. For Furniture retail specifically, Ward monitors 10,000+ SKUs across your locations and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Inventory carrying cost, Order-to-delivery cycle, Gross margin by channel, Raw material cost variance, Custom order cycle time at the store-category level. Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse. Data points include: Sales orders, Inventory, Purchase orders, Customer accounts, Pricing tiers, Vendor performance.
Yes. Ward reads Epicor data and combines it with contextual signals (weather, events, demographics) to generate Furniture-specific insight cards. No custom development required.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
Ward delivers daily insight cards covering Inventory carrying cost, Order-to-delivery cycle, Gross margin by channel, tailored for Finance decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks cross-channel journeys from first web session to delivered order, measures dwell time and repeat visits on considered pieces, identifies the online tools that predict a showroom close, and segments by considered-purchase category. The long decision cycle means the highest-value signal is intent over weeks, not a single-session conversion.
Ward links web sessions, showroom visits, and closed orders and finds that a large share of showroom buyers of a bedroom collection researched it online for two to three weeks first, often building a room in the online planner. Web analytics had been crediting those sales to the store as if the site played no part. Ward shows the online planner is the single strongest predictor of a showroom close, and recommends promoting it earlier and training associates to pull up a customer's saved room on arrival.
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 Furniture customer 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.