Customer Behavior + Power BI: Built for VP Supply Chain
Most retailers find Customer problems too late. Ward delivers automated insight cards. What changed, why, and what to do. While there's still time to act. Your Supply Chain team has the data. What they don't have is bandwidth to find what's buried in it.
Customer Behavior powered by Microsoft Power BI
Customer Behavior is the process of ward tracks basket composition shifts, daypart patterns, and customer segment migration.
When connected to Microsoft Power BI, Ward reads power bi rest api datasets, underlying sql/azure data, dataflow outputs and enriches them with contextual signals to generate customer insight cards. Ward connects to the same data sources Power BI uses. Or reads Power BI datasets via REST API. Your reports stay untouched.
How Ward delivers Customer insight cards: Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.
Key capabilities
- Basket composition trends
- Daypart behavior modeling
- Customer segment migration
- Cross-sell opportunity detection
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…
Dashboards
Pinned views built from saved data-lake queries.
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" |
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
Impact metrics with Power BI
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.
- ×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
- ✓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.
Related solutions
See what customer 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.