Ward and Shopify / Shopify Plus for CFO / VP Finance
Shopify data, read for finance. Ward attributes what moved and what to do, daily.
Shopify / Shopify Plus, read for finance
Your P&L surprises are born on the store floor. Ward filters to what a CFO can act on and drops the rest.
How the connection works. OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events.
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.
| Signal | Finding |
|---|---|
labor_efficiency | Rev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak |
inventory.fresh | Fresh fill 83%, backroom replenishment lag at 2–4p |
promo.lift | BOGO 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.
labor_scheduling…
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 |
|---|---|---|
sap_pos_transactions | import | 2m ago |
sap_inventory_shrinkage | import | 2m ago |
sap_labor_scheduling | import | 14m ago |
retail_inventory_weekly | import | 1h ago |
retail_google_ads_daily | import | 1h ago |
retail_meta_ads_daily | import | 1h ago |
retail_ga4_website_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
finance-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
region-west-only | permit | Tenant::"acme" |
What Ward delivers
- GMROI tracking by category with weekly insight cards
- Inventory carrying cost alerts when capital efficiency drops
- Working capital optimization recommendations based on turnover trends
- SSS decomposition into traffic, conversion, and basket components
- Store-level unit economics cards for capex prioritization
Data Ward reads from Shopify
What Ward has eyes on.
The connection to Shopify / Shopify Plus is read-only and runs on your schedule. Ward ingests orders & line items, product catalog, and the rest of the feed, then stitches together it with external context your Commerce does not carry: weather, local events, competitor pricing.
Why this combination
is its own problem.
Shopify / Shopify Plus was built for transactions, not for finance decisions. The data is right there and it is in the wrong shape. Ward pulls from orders & line items and product catalog and rewrites them as a decision.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Shopify / Shopify Plus. Ward reads orders & line items, product catalog, inventory levels and starts building baselines. First insight cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.
-
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 daily cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Cards arrive every morning 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 Shopify / Shopify Plus
Ward connects to Shopify and Shopify Plus via the Admin API. Orders, products, inventory, and customer data power Ward insight cards for omnichannel retailers.
Setup: OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events.
Data Ward reads from Shopify
Impact metrics with Shopify
Data lake enrichment
Ward enriches Shopify data with: Order & line items, Customer behavior, Marketing attribution, Returns & exchanges, Competitor pricing
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Frequently asked questions
OAuth-based connection. Ward reads via Shopify Admin GraphQL API. Real-time webhooks for order and inventory events. Data points include: Orders & line items, Product catalog, Inventory levels, Customer profiles, Discount usage, Fulfillment data.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
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
See what your stores are hiding.
Root causes, not just alerts. See it on your data.
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Find out what your data has been hiding.
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