Pharmacy · Tableau

Tableau plus Ward, for pharmacy operators

Tableau tells you what happened. Ward accounts for why, and what to do next, throughout your pharmacy fleet.

Ward and Tableau for Pharmacy & Health

For Pharmacy & Health retailers, that means monitoring 20,000+ SKUs throughout pharmacies. Regulated inventory, seasonal demand spikes, and front-of-store optimization. Ward handles the complexity so your pharmacists focus on patients.

Setup: Ward connects to the same databases Tableau uses. Or reads Tableau Server metadata via REST API for context.

app.getward.ai Live demo
Acme Pharmacy @Merchandising: Front-Store Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why are we behind on cough and cold in the Northeast?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

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.

SignalFinding
otc_sales_dailyCough/cold units +31% WoW, on-shelf availability down to 88%
replenishmentVendor lead time 6 days, reorder points still on the summer baseline
front_store.attachWellness 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.

8 parallel queries 3 sources cited confidence 0.90
Which stores need the reorder point change first?
You · 9:43 AM
Replenishment Agent · ranking stores
Querying otc_sales_daily
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Front-store revenue
$22.4M
+3.6% WoW
Front-store margin
28.7%
−1.8pp
OTC on-shelf availability
88.1%
−2.9pp
Expiry waste, 60-day risk
1.72%
+0.9pp
Front-store revenue 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
mckesson_wholesale_ordersimport2m ago
cardinal_lot_expiryimport2m ago
sap_pos_transactionsimport14m ago
sap_inventory_snapshotimport1h ago
retail_otc_sales_dailyimport1h ago
retail_front_store_marginimport1h ago
retail_planogram_auditimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-front-storepermitModel::"front_store_margin"
ops-read-defaultpermitModel::*
phi-forbid-allforbidModel::"patient_*"
supply-read-expirypermitModel::"lot_expiry"
for Pharmacy on Tableau data, live product demo.

Metrics Ward monitors

Rx fill rate
OTC attach rate
Expiry waste %
Script count
Front-store margin

Pharmacy challenges Ward solves

  • Seasonal illness demand
  • Rx-to-OTC conversion
  • Expiry management
  • Controlled substance compliance
  • Front-of-store attach

What Ward has eyes on.

Ward reads Tableau rather than replacing it. Tableau Hyper extracts, underlying database (direct), published data source metadata come across on a read-only connection, get enriched with contextual data, and come back as findings. Your BI is untouched.

Every one of your pharmacies gets its own baseline. Ward watches 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.

Why this combination
is its own problem.

Tableau is the system of record for most pharmacy operators of your size, which means the readings Ward needs are already there. The gap is not data collection. It is that nobody has time to read tableau Hyper extracts and underlying database (direct) every morning throughout every store.

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

Tableau Hyper extracts
Underlying database (direct)
Published data source metadata

Impact metrics with Tableau

Time to Insight
Cards before dashboards
Anomalies explained before anyone opens Tableau.
Anomaly Detection
Extract-gap coverage
Catches issues between Tableau extract refresh cycles.
Decision Velocity
Investigation eliminated
Root cause embedded in cards; no ad-hoc queries needed.
Analyst Productivity
Detection work offloaded
Analysts freed from triage to focus on strategic work.

Data lake enrichment

Ward enriches Tableau data with: Tableau data sources, Underlying database, Weather & events, Competitor pricing, Customer data

Pharmacy KPI impact

Expiry Waste
Flagged before close
Shelf-life velocity tracked per store.
Front-of-Store Margin
Highest-margin area
OTC adjacency and illness prep cards for the front end.
OTC Attach Rate
Rx-to-OTC conversion
Seasonal wellness bundling patterns identified.
Fill Rate
48–72hr lead time
Illness demand modeled before seasonal spikes hit.

Frequently asked questions

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.

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.

See what Pharmacy problems Ward catches.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

Find out what your data has been hiding.

Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info