Stockout Prediction for Pharmacy on Tableau, built for technology
The business wants AI. You sign off on the architecture. Ward spots pharmacy stockout movement in your Tableau data in time to act, with the cause and a recommended action attached.
How a pharmacy Head of IT runs stockout on Tableau
Stockout Prediction is a card type Ward runs continuously. Ward detects SKUs trending toward zero-on-hand and alerts your team with replenishment recommendations before customers notice.
For Pharmacy & Health retailers, that means tracking 20,000+ SKUs over pharmacies. Regulated inventory, seasonal demand spikes, and front-of-store optimization. Ward handles the complexity so your pharmacists focus on patients.
The business wants AI. You sign off on the architecture. Ward writes the finding at the altitude a Head of IT works at.
The mechanism. Ward analyzes sell-through velocity, current inventory levels, lead times, and supplier reliability to predict stockouts 24-72 hours before they occur.
The connection itself. Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.
What it does
- Automated replenishment recommendations
- Supplier-aware lead time modeling
- Priority ranking by revenue impact
- Reduce lost sales by catching gaps early
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled cough and cold against the illness curve for the 38 Northeast pharmacies. Front of store is running two weeks behind the demand signal.
| Signal | Finding |
|---|---|
otc_sales_daily | Cough/cold units +31% WoW, on-shelf availability down to 88% |
replenishment | Vendor lead time 6 days, reorder points still on the summer baseline |
front_store.attach | Wellness attach on flu-season fills 19% vs. 34% chain best |
Recommend: raise cough/cold reorder points at all 38 stores now, pull the wellness endcap forward two weeks, and add the attach prompt at the counter.
otc_sales_daily…
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 |
|---|---|---|
mckesson_wholesale_orders | import | 2m ago |
cardinal_lot_expiry | import | 2m ago |
sap_pos_transactions | import | 14m ago |
sap_inventory_snapshot | import | 1h ago |
retail_otc_sales_daily | import | 1h ago |
retail_front_store_margin | import | 1h ago |
retail_planogram_audit | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-front-store | permit | Model::"front_store_margin" |
ops-read-default | permit | Model::* |
phi-forbid-all | forbid | Model::"patient_*" |
supply-read-expiry | permit | Model::"lot_expiry" |
Why Stockout matters for Pharmacy retail
Ward doesn't touch regulated Rx inventory, but front-of-store OTC demand can spike dramatically at the zip-code level when illness season hits. Ward models these surges using CDC surveillance data, local school absenteeism signals, and historical seasonal patterns to predict OTC demand 48-72 hours before it arrives.
What Ward has eyes on.
Ward monitors 20,000+ SKUs over your pharmacies, at the store-category level rather than the chain roll-up. The metrics under watch include Rx fill rate, OTC attach rate, expiry waste %. A roll-up hides a single-store problem inside a healthy average, which is how seasonal illness demand stays invisible for a quarter.
The connection to Tableau is read-only and runs on your schedule. Ward pulls from tableau Hyper extracts, underlying database (direct), and the rest of the feed, then cross-references it with external context your BI does not carry: weather, local events, competitor pricing.
Know before the shelf empties. 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.
At the metric level. Ward focuses on illness-driven demand modeling, OTC-Rx correlation (Rx script spikes predict companion OTC demand within 48 hours), seasonal product velocity, and supplement trend detection.
Why this combination
is its own problem.
Most stockout projects stall at data access. This one does not, because Tableau already exposes tableau Hyper extracts, underlying database (direct), published data source metadata through an API Ward reads directly.
- 01 OTC ordering follows national seasonal calendars, missing the regional 1-3 week lead/lag that disease surveillance exposes.
- 02 Allergy and cold demand is treated as one season; pollen peaks shift 2-4 weeks each year and the static plan misses the actual peak.
Benchmarks. Pharmacy front-of-store seasonal categories can swing 200-500% during peak illness weeks. Operators using disease surveillance signals typically capture 20-40% more peak-week revenue than chains relying on prior-year calendars alone.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward sits on top of Tableau with read-only credentials and begins ingesting tableau Hyper extracts and underlying database (direct). No config changes on your side. First daily cards arrive within 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 hands you cards on a daily cycle, each with what caused it and what to do about it. 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 Tableau
Ward does not replace Tableau. Ward adds the proactive layer Tableau lacks. When a metric moves, Ward explains why and recommends action.
Setup: Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.
Data Ward reads from Tableau
Impact metrics with Tableau
Data lake enrichment
Ward enriches Tableau data with: Tableau data sources, Underlying database, Weather & events, Competitor pricing, Customer data
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
Pharmacy KPI impact
Frequently asked questions
Ward detects SKUs trending toward zero-on-hand and alerts your team with replenishment recommendations before customers notice. For Pharmacy retail specifically, Ward monitors 20,000+ SKUs across your pharmacies and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Rx fill rate, OTC attach rate, Expiry waste %, Script count, Front-store margin at the store-category level. Ward analyzes sell-through velocity, current inventory levels, lead times, and supplier reliability to predict stockouts 24-72 hours before they occur.
Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context. Data points include: Tableau Hyper extracts, Underlying database (direct), Published data source metadata.
Yes. Ward reads Tableau data and combines it with contextual signals (weather, events, demographics) to generate Pharmacy-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 Rx fill rate, OTC attach rate, Expiry waste %, tailored for Technology decision-making. Each card includes what changed, why it matters, and what to do next.
Ward focuses on illness-driven demand modeling, OTC-Rx correlation (Rx script spikes predict companion OTC demand within 48 hours), seasonal product velocity, and supplement trend detection.
Ward's disease surveillance model detects elevated ILI rates in several metro areas days before competitors react. Ward issues stockout prediction cards with store-level uplift estimates and recommended emergency orders. Stores are fully stocked when the wave hits, capturing share from competitors scrambling with empty shelves.
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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