Power BI · Director Store Ops

What a Director Store Ops gets out of Power BI

Power BI data, read for store operations. Ward attributes what moved and what to do, daily.

Ward and Power BI for Director of Store Operations

Managing 800 stores from a spreadsheet is insane. Ward returns cards scoped to store operations decision-making.

The connection itself. Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.

app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

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

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO crackers cannibalized Brand Y by 28%, net category +6%

Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
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
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin %
24.1%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 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
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h 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-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
on Power BI data, live product demo.

What Ward delivers

  • Morning brief delivered at 06:47 with prioritized action list
  • Estate-wide heat map of store performance, updated hourly
  • Staffing recommendations correlated with predicted traffic
  • Planogram compliance anomalies detected and flagged
  • Consistent exception handling with recommended actions

Data Ward reads from Power BI

Power BI REST API datasets
Underlying SQL/Azure data
Dataflow outputs

Why this combination
is its own problem.

Microsoft Power BI was built for transactions, not for store operations decisions. The data is right there and it is in the wrong shape. Ward reads straight from power BI REST API datasets and underlying SQL/Azure data and rewrites them as a decision.

What Ward has eyes on.

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.

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward sits on top of 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 within 48 hours.

  2. 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.

  3. 03

    Weeks 4 to 12: steady state

    Ward sends insight cards on a daily cycle, each with the cause and the next step. Volume settles at a level a single person can read over coffee. The measure of success is not how many daily 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

Power BI REST API datasets
Underlying SQL/Azure data
Dataflow outputs

Impact metrics with Power BI

Time to Insight
Push, not pull
Insight cards delivered without waiting for someone to look.
Anomaly Detection
Between-refresh coverage
Issues surfaced before the next scheduled Power BI review.
Decision Velocity
Cause analysis included
No drill-down investigation; cards carry root cause context.
Report Efficiency
Ad-hoc requests reduced
Proactive cards answer questions before analysts get asked.

Data lake enrichment

Ward enriches Power BI data with: Power BI datasets, Underlying SQL/Azure data, Weather & events, Demographics, Custom feeds

Managing 800 stores from a spreadsheet is insane.

Pain points
  • ×Morning check-ins rely on phone calls and email chains
  • ×No single view of which stores need attention today
  • ×Labor scheduling is disconnected from demand signals
  • ×Planogram compliance is checked manually, quarterly
  • ×Exception management is reactive and inconsistent
How Ward helps
  • Morning brief delivered at 06:47 with prioritized action list
  • Estate-wide heat map of store performance, updated hourly
  • Staffing recommendations correlated with predicted traffic
  • Planogram compliance anomalies detected and flagged
  • Consistent exception handling with recommended actions

Poor labor allocation and inconsistent execution cost multi-store retailers 3–5% in lost sales. Source: RSR Research

Frequently asked questions

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.

Managing 800 stores from a spreadsheet is insane. Ward solves this with automated insight cards: Morning brief delivered at 06:47 with prioritized action list. Estate-wide heat map of store performance, updated hourly. Staffing recommendations correlated with predicted traffic.

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 your stores are hiding.

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