Customer Behavior for Home on Power BI, built for e-commerce
Your online and offline data live in different worlds. Ward catches home customer movement in your Power BI data before it compounds, with the cause and a recommended move attached.
How a home Head of E-Com runs customer on Microsoft Power BI
Your online and offline data live in different worlds. Ward filters to what a Head of E-Com can act on and drops the rest.
Here is customer behavior in plain terms. Ward tracks basket composition shifts, daypart patterns, and customer segment migration.
For Home Improvement retailers, that means continuous review 50,000+ SKUs over stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
How Ward returns Customer cards: Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
Setup: Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.
The short list
- Cross-sell opportunity detection
- Basket composition trends
- Daypart behavior modeling
- Customer segment migration
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 Customer matters for Home retail
The intelligence opportunity lies at the transition points, when a DIY customer starts behaving like a Pro by buying larger quantities, visiting more frequently, and shifting to trade-grade materials. These customers represent the highest lifetime value opportunity in the vertical.
What Ward has eyes on.
Ward reads Power BI rather than replacing it. Power BI REST API datasets, underlying SQL/Azure data, dataflow outputs come across on a read-only connection, get enriched with contextual data, and come back as daily cards. Your BI is untouched.
The customer model runs each day, not on a reporting calendar. It flags the pattern, accounts for the driver, and attaches a recommended action before the number reaches a review deck.
Coverage is store by store, category by category. Ward scans continuously project basket value, seasonal accuracy, long-tail turn over 50,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the store base is fine and knowing which seven stores are not.
At the metric level. Ward tracks Pro/DIY segmentation migration, project basket identification, seasonal activation patterns, and trade-up indicators, shifts from consumer to professional product tiers signal high-value customer evolution.
Why this combination
is its own problem.
A generic customer model applied to a home footprint produces alerts nobody trusts. The thresholds are wrong, because home baselines are wrong for it. Ward learns the baseline from your own stores instead of importing one.
- 01 DIY-to-Pro migration is a 2-4 month signal window that closes once the customer establishes a competitor relationship; chains that detect at 6 months miss the conversion entirely.
- 02 Trade-up signals (consumer to pro tier) get lumped into general spending growth; the specific tier-shift signature is what predicts Pro conversion.
Benchmarks. Home improvement Pro customers typically have 4-8x the LTV of DIY at 30-50% gross margin instead of the 28-35% on DIY tail SKUs. DIY-to-Pro conversion rate when targeted within 60 days of trade-up signal: typically 25-45%; missed window drops to under 10%.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward connects to 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 inside the first 48 hours.
-
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: steady state
Ward sends findings every morning, each with the driver and a recommended action. Volume settles at a level a single person can read over coffee. The measure of success is not how many cards arrive, it is how many get acted on.
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
Your online and offline data live in different worlds.
- ×Nobody can see one inventory position across every channel
- ×Online promo performance is measured separately from in-store
- ×Customer behavior data is siloed by channel
- ×BOPIS/BORIS operational complexity is growing unchecked
- ×Digital marketing attribution stops at the click
- ✓Unified insight cards across online and in-store channels
- ✓Cross-channel promo effectiveness with true attribution
- ✓Customer journey tracking across digital and physical touchpoints
- ✓BOPIS fulfillment performance monitoring with exception cards
- ✓Full-funnel marketing attribution to in-store conversion
Retailers with unified omnichannel data see 30% higher lifetime value per customer. Source: Harvard Business Review
Home KPI impact
Frequently asked questions
Ward tracks basket composition shifts, daypart patterns, and customer segment migration. 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 analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
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.
Your online and offline data live in different worlds. Ward solves this with automated insight cards: Unified insight cards across online and in-store channels. Cross-channel promo effectiveness with true attribution. Customer journey tracking across digital and physical touchpoints.
Ward delivers daily insight cards covering Project basket value, Seasonal accuracy, Long-tail turn, tailored for E-Commerce decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks Pro/DIY segmentation migration, project basket identification, seasonal activation patterns, and trade-up indicators, shifts from consumer to professional product tiers signal high-value customer evolution.
Ward identifies loyalty customers whose purchasing patterns have shifted in the past 90 days: visit frequency up sharply, basket values climbing, and product mix moving from consumer-grade to professional-grade materials. These customers are likely scaling into major renovation or investment property work. Ward recommends targeted Pro account outreach with volume pricing and project support, and a meaningful share of the flagged customers convert to Pro accounts within 60 days.
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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