CFO: home promos, read from Microsoft Power BI
Your P&L surprises are born on the store floor. Ward flags home promos movement in your Power BI data while it is still fixable, with root cause and a recommended move attached.
Promo Effectiveness for Home on Power BI, scoped to finance
A Home Improvement operator is continuous review 50,000+ SKUs across stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
Your P&L surprises are born on the store floor. Ward surfaces the indicators that change a finance decision.
Promo Effectiveness. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.
What Ward does with that: Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.
Setup: 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
- Net lift measurement (not gross)
- Cannibalization quantification
- Pull-forward detection
- Promo ROI scorecards
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 Promos matters for Home retail
Home improvement promos drive traffic spikes, but most promotional purchases would have happened at full price within 30 days, the customer was already planning the project. True incrementality comes from triggering project starts, not discounting items already in someone's plan.
What Ward has eyes on.
Every one of your stores gets its own baseline. Ward tracks project basket value, seasonal accuracy, long-tail turn against it and brings up only the deviations that hold up. The two that show up most in home retail are project basket identification and seasonal pre-positioning, and both are baseline problems before they are P&L problems.
Ward reads 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.
The promos model runs daily, not on a reporting calendar. It flags the pattern, traces root cause, and attaches the next step before the number reaches a review deck.
At the metric level. Ward measures project-start incrementality, pull-forward rates by category, Pro vs DIY promotional response differences, and project basket value vs single-item sales. A 30-day pre/post window captures the full demand-shifting effect.
Why this combination
is its own problem.
The finance problem in home retail is not missing data. It is that project basket value, seasonal accuracy, long-tail turn live in different systems on different refresh schedules, and reconciling them is a person-week. Ward does the reconciliation and delivers the two-line version.
- 01 Major holiday events get evaluated on weekend revenue lift, missing 30-day pull-forward and post-event demand drag that erode net incrementality.
- 02 Project-starter bundles typically generate 2-4x the basket size of equivalent single-item discounts but get treated equivalently in promo planning.
Benchmarks. Home improvement holiday promo events show 40-90% gross weekend lift but typically 5-25% net incrementality after pull-forward and post-event drag. Project-starter bundles usually deliver 2-4x the incremental basket value of single-item percentage-off promos.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Microsoft Power BI. Ward reads straight from power BI REST API datasets, underlying SQL/Azure data, dataflow outputs and starts building baselines. First daily 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 daily cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Daily cards arrive every morning 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
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
Home KPI impact
Frequently asked questions
Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading. 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 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 Home-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 Project basket value, Seasonal accuracy, Long-tail turn, tailored for Finance decision-making. Each card includes what changed, why it matters, and what to do next.
Ward measures project-start incrementality, pull-forward rates by category, Pro vs DIY promotional response differences, and project basket value vs single-item sales. A 30-day pre/post window captures the full demand-shifting effect.
The Memorial Day event shows strong weekend revenue lift, but Ward's analysis reveals most of it was pull-forward from purchases that would have happened within 30 days, plus deal-seekers with below-average basket sizes. The highest-incrementality performers were project-starter bundles that triggered new project purchases. Ward recommends shifting future event strategy from broad discounts to project-starter bundles.
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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