Home assortment from Power BI, briefed to technology
Ward ingests power BI REST API datasets, underlying SQL/Azure data, dataflow outputs from Microsoft Power BI, keeps a running read on assortment over 50,000+ home SKUs, and hands you the technology read daily.
The full picture: home assortment, Power BI data, Technology decisions
The business wants AI. You sign off on the architecture. Ward brings up the inputs that change a technology decision.
Assortment Planning is a card type Ward runs continuously. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
Applied to Home Improvement, the surface area is 50,000+ SKUs throughout stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
The mechanism. 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.
Key capabilities
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
- Store cluster segmentation
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled the spring pre-build against the last three seasons and the weather signal for the 22 Southeast stores.
| Signal | Finding |
|---|---|
seasonal_prebuild | Mulch on-hand hit 61% of plan the week temps broke 70°F |
dc_push | DC push started 9 days after the first-warm-week trigger, LY it was 2 |
attach.project | Soil and edging attach fell 18% at stores that gapped on mulch |
Recommend: tie the push trigger to the 10-day forecast instead of the calendar week, pre-position two truckloads at the 8 stores that gapped, and re-set the attach endcap.
seasonal_prebuild…
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_pos_transactions | import | 2m ago |
epicor_special_orders | import | 2m ago |
netsuite_inventory_snapshot | import | 14m ago |
retail_seasonal_prebuild | import | 1h ago |
retail_sku_velocity | import | 1h ago |
retail_pro_account_sales | import | 1h ago |
retail_weather_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
pro-team-read-accounts | permit | Model::"pro_account_sales" |
vendor-blocked | forbid | Model::"labor_*" |
supply-read-orders | permit | Model::"special_orders" |
Why Assortment matters for Home retail
The top 2,000 SKUs generate the bulk of revenue, but the remaining 48,000 are what makes you a project destination. Drop a niche fitting and you lose the entire project basket. Ward identifies which tail SKUs are project-basket anchors worth keeping and which are truly dead weight that should be rationalized.
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.
Stock what sells. Cut what doesn't. 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 keeps a running read on 50,000+ SKUs across your stores, at the store-category level rather than the chain roll-up. The metrics under watch include project basket value, seasonal accuracy, long-tail turn. A roll-up hides a single-store problem inside a healthy average, which is how project basket identification stays invisible for a quarter.
At the metric level. Ward tracks long-tail project basket affinity, Pro vs DIY assortment dependency, seasonal SKU activation cycles, and revenue-per-linear-foot by department and planogram section.
Why this combination
is its own problem.
A Head of IT 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.
- 01 Seasonal activation cycles mean a SKU "dead" for 9 months can be critical for 3; chain-wide 90-day velocity cuts kill seasonal anchors prematurely.
- 02 Pro account purchasing patterns differ from DIY in tail-SKU dependency; cutting "dead" specialty fasteners hurts Pro retention more than DIY revenue.
Benchmarks. Home improvement long-tail SKUs (the bottom 60-70% of catalog by velocity) typically generate 8-15% of standalone revenue but anchor 25-35% of project basket value. Pro customers depend disproportionately on the tail, losing tail items typically costs 2-4x the standalone revenue impact in Pro retention.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Microsoft Power BI. Ward ingests 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.
-
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.
-
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
The business wants AI. You sign off on the architecture.
- ×Business sponsor already chose the vendor. You inherit the security review
- ×Every AI vendor wants write access and a copy of the production data
- ×Model lock-in means rewriting the stack when GPT or Claude moves again
- ×Audit trail is an afterthought. Compliance has nothing to pull on
- ×Data lake project keeps getting bumped for the next thing the business wants
- ✓Federated query: data stays in your warehouse. No copies, no shadow lake
- ✓Read-only credentials. Cedar policies enforce least-privilege per agent
- ✓LLM-agnostic. Anthropic, OpenAI, Gemini, Ollama. Bring your own keys
- ✓Every query, every model, every source logged. SIEM-ready audit output
- ✓VPC peering, PrivateLink, SOC 2 II. Your security review is short
74% of enterprise AI projects stall before production. Integration debt and security review are the top two reasons. Source: Gartner
Home KPI impact
Frequently asked questions
Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Home retail specifically, Ward monitors 50,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Project basket value, Seasonal accuracy, Long-tail turn, Pro customer share, Attachment rate 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 Home-specific insight cards. No custom development required.
The business wants AI. You sign off on the architecture. Ward solves this with automated insight cards: Federated query: data stays in your warehouse. No copies, no shadow lake. Read-only credentials. Cedar policies enforce least-privilege per agent. LLM-agnostic. Anthropic, OpenAI, Gemini, Ollama. Bring your own keys.
Ward delivers daily insight cards covering Project basket value, Seasonal accuracy, Long-tail turn, tailored for Technology decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks long-tail project basket affinity, Pro vs DIY assortment dependency, seasonal SKU activation cycles, and revenue-per-linear-foot by department and planogram section.
Plumbing carries thousands of SKUs, hundreds with zero sales in 90 days. Ward's project basket analysis reveals that many of those "dead" SKUs appear alongside high-velocity project items, a specialty elbow fitting with minimal standalone sales is still critical to a complete project basket. Deleting it sends the customer to a competitor for the entire job. Ward separates true orphaned SKUs from project-basket anchors and recommends cutting only the former.
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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Root causes, not just alerts. See it on your data.
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