Promos · Power BI · VP Supply Chain

VP Supply Chain: promos straight off Power BI

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 supply chain read daily.

How a VP Supply Chain runs promos off Microsoft Power BI

You find out about stockouts after customers do. Ward filters to what a VP Supply Chain can act on and drops the rest.

Promo Effectiveness is a card type Ward runs continuously. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

How it runs. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

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

The short list

  • Promo ROI scorecards
  • Net lift measurement (not gross)
  • Cannibalization quantification
  • Pull-forward detection
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.

What Ward has eyes on.

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

The promos model runs every morning, not on a reporting calendar. It detects the pattern, attributes what caused it, and attaches a recommended action before the number reaches a review deck.

Why this combination
is its own problem.

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

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward reads from 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 insight cards arrive within 48 hours.

  2. 02

    Weeks 2 to 3: baselines

    Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the cards are directionally right and the thresholds are still moving.

  3. 03

    Weeks 4 to 12: steady state

    Ward delivers findings on a daily cycle, each with the driver and a recommended action. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight 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

You find out about stockouts after customers do.

Pain points
  • ×Demand forecasts are off by 15-25% and nobody catches it until the shelf is empty
  • ×Supplier fill rate problems announce themselves at the receiving dock
  • ×Safety stock levels get set once a year and left alone
  • ×No early warning system for supply chain disruptions
  • ×Replenishment exceptions require manual triage every morning
How Ward helps
  • Stockout prediction cards arrive 24-72 hours before empty shelves
  • Supplier fill rate tracking with automatic escalation
  • Dynamic safety stock recommendations based on current demand signals
  • Weather, event, and macro-driven demand adjustments
  • Replenishment exceptions auto-prioritized by revenue impact

Stockouts cost retailers $1.14 trillion in missed sales globally each year. Source: IHL Group

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.

You find out about stockouts after customers do. Ward solves this with automated insight cards: Stockout prediction cards arrive 24-72 hours before empty shelves. Supplier fill rate tracking with automatic escalation. Dynamic safety stock recommendations based on current demand signals.

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