Pharmacy stockout from Tableau, briefed to merchandising
Your category managers are drowning in spreadsheets. Ward flags pharmacy stockout movement in your Tableau data early, with what caused it and a recommended move attached.
The full picture: pharmacy stockout, Tableau data, Merchandising decisions
A Pharmacy & Health operator is tracking 20,000+ SKUs across pharmacies. Regulated inventory, seasonal demand spikes, and front-of-store optimization. Ward handles the complexity so your pharmacists focus on patients.
Your category managers are drowning in spreadsheets. Ward hands you cards scoped to merchandising decision-making.
Stockout Prediction. Ward detects SKUs trending toward zero-on-hand and alerts your team with replenishment recommendations before customers notice.
What Ward does with that: Ward analyzes sell-through velocity, current inventory levels, lead times, and supplier reliability to predict stockouts 24-72 hours before they occur.
Setup: Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.
Capabilities
- Reduce lost sales by catching gaps early
- Automated replenishment recommendations
- Supplier-aware lead time modeling
- Priority ranking by revenue impact
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.
The connection to Tableau is read-only and runs on your schedule. Ward reads tableau Hyper extracts, underlying database (direct), and the rest of the feed, then combines 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.
Every one of your pharmacies gets its own baseline. Ward scans continuously Rx fill rate, OTC attach rate, expiry waste % against it and brings up only the deviations that hold up. The two that show up most in pharmacy retail are seasonal illness demand and rx-to-OTC conversion, and both are baseline problems before they are P&L problems.
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 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.
- 02 OTC ordering follows national seasonal calendars, missing the regional 1-3 week lead/lag that disease surveillance exposes.
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: connect
Read-only credentials to Tableau. Ward reads tableau Hyper extracts, underlying database (direct), published data source metadata 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: 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 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
Your category managers are drowning in spreadsheets.
- ×Promo planning still runs off last year's playbook
- ×Assortment reviews happen quarterly when they should happen daily
- ×Price changes chase the market a week behind it
- ×No visibility into true cannibalization across categories
- ×Vendor negotiations lack real-time sell-through evidence
- ✓Insight cards flag promo cannibalization the day it happens
- ✓Assortment gaps and whitespace opportunities surface automatically
- ✓Price elasticity shifts detected before margin erosion compounds
- ✓Category-level performance cards replace manual spreadsheet reviews
- ✓Vendor scorecards generated from actual fill rate and quality data
Retailers lose an estimated $300B+ annually to suboptimal assortment and promotional decisions. Source: McKinsey & Company
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.
Your category managers are drowning in spreadsheets. Ward solves this with automated insight cards: Insight cards flag promo cannibalization the day it happens. Assortment gaps and whitespace opportunities surface automatically. Price elasticity shifts detected before margin erosion compounds.
Ward delivers daily insight cards covering Rx fill rate, OTC attach rate, Expiry waste %, tailored for Merchandising 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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