Promos · Power BI · Head of E-Com

Promo Effectiveness on Power BI, for e-commerce

Ward pulls from power BI REST API datasets, underlying SQL/Azure data, dataflow outputs from Microsoft Power BI, runs promos on it, and delivers the e-commerce read every morning.

Promo Effectiveness on Power BI, for e-commerce

Here is promo effectiveness in plain terms. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

Your online and offline data live in different worlds. Ward returns insight cards scoped to e-commerce decision-making.

Under the hood. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

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.

Key capabilities

  • Cannibalization quantification
  • Pull-forward detection
  • Promo ROI scorecards
  • Net lift measurement (not gross)
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"
Promos on Power BI data, live product demo.

Why this combination
is its own problem.

Promo Effectiveness needs power BI REST API datasets and underlying SQL/Azure data at minimum. Microsoft Power BI carries both, at the grain the model needs. That is the whole integration story: no middleware, no staging warehouse, no custom extract.

What Ward has eyes on.

The promos model runs each day, not on a reporting calendar. It catches the pattern, accounts for the driver, and attaches a recommended action before the number reaches a review deck.

The connection to Microsoft Power BI is read-only and runs on your schedule. Ward pulls from power BI REST API datasets, underlying SQL/Azure data, and the rest of the feed, then joins it with external context your BI does not carry: weather, local events, competitor pricing.

What the first 90 days
actually look like.

  1. 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 cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  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: 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 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

Your online and offline data live in different worlds.

Pain points
  • ×Nobody can see one inventory position across every channel
  • ×Online promo performance is measured separately from in-store
  • ×Customer behavior data is siloed by channel
  • ×BOPIS/BORIS operational complexity is growing unchecked
  • ×Digital marketing attribution stops at the click
How Ward helps
  • Unified insight cards across online and in-store channels
  • Cross-channel promo effectiveness with true attribution
  • Customer journey tracking across digital and physical touchpoints
  • BOPIS fulfillment performance monitoring with exception cards
  • Full-funnel marketing attribution to in-store conversion

Retailers with unified omnichannel data see 30% higher lifetime value per customer. Source: Harvard Business Review

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.

Your online and offline data live in different worlds. Ward solves this with automated insight cards: Unified insight cards across online and in-store channels. Cross-channel promo effectiveness with true attribution. Customer journey tracking across digital and physical touchpoints.

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 promos 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