Assortment Planning + Power BI + Home Retail: Built for VP Merchandising
Home operators find Assortment problems in post-mortems and quarterly reviews. Ward catches them daily — with root causes and recommended actions. Your Merchandising team has the data. What they don't have is bandwidth to find what's buried in it.
What is Assortment Planning for Home Improvement?
Assortment Planning is the process of ward analyzes sell-through by store cluster to recommend which skus to add, drop, or reallocate.
For Home Improvement retailers specifically, this means monitoring 50,000+ SKUs across stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
How Ward delivers Assortment insight cards: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Key capabilities
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
Why Assortment matters for Home retail
The top 2,000 SKUs generate the bulk of revenue, but the remaining 48,000 are what makes you a project destination. Drop a niche fitting and you lose the entire project basket. Ward identifies which tail SKUs are project-basket anchors worth keeping and which are truly dead weight that should be rationalized.
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
Your category managers are drowning in spreadsheets.
- ×Promo planning relies on last year's playbook, not this week's data
- ×Assortment reviews happen quarterly when they should happen daily
- ×Price changes are reactive, not predictive
- ×No visibility into true cannibalization across categories
- ×Vendor negotiations lack real-time sell-through evidence
- ✓Insight cards flag promo cannibalization the day it happens
- ✓Assortment gaps and whitespace opportunities surface automatically
- ✓Price elasticity shifts detected before margin erosion compounds
- ✓Category-level performance cards replace manual spreadsheet reviews
- ✓Vendor scorecards generated from actual fill rate and quality data
Retailers lose an estimated $300B+ annually to suboptimal assortment and promotional decisions. — McKinsey & Company
Long-tail rationalization, plumbing department
Plumbing carries thousands of SKUs, hundreds with zero sales in 90 days. Ward's project basket analysis reveals that many of those "dead" SKUs appear alongside high-velocity project items — a specialty elbow fitting with minimal standalone sales is still critical to a complete project basket. Deleting it sends the customer to a competitor for the entire job. Ward separates true orphaned SKUs from project-basket anchors and recommends cutting only the former.
What a Ward insight card looks like
Cluster B stores (urban, high-traffic) underperforming on premium snacks vs Cluster A by 34%. Assortment gap: 12 SKUs missing.
Home KPI impact
Frequently asked questions
Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Home retail specifically, Ward monitors 50,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Project basket value, Seasonal accuracy, Long-tail turn, Pro customer share, Attachment rate at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
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.
Yes. Ward reads Power BI data and combines it with contextual signals (weather, events, demographics) to generate Home-specific insight cards. No custom development required.
Your category managers are drowning in spreadsheets. Ward solves this with automated insight cards: Insight cards flag promo cannibalization the day it happens. Assortment gaps and whitespace opportunities surface automatically. Price elasticity shifts detected before margin erosion compounds.
Ward delivers daily insight cards covering Project basket value, Seasonal accuracy, Long-tail turn — tailored for Merchandising decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks long-tail project basket affinity, Pro vs DIY assortment dependency, seasonal SKU activation cycles, and revenue-per-linear-foot by department and planogram section.
Plumbing carries thousands of SKUs, hundreds with zero sales in 90 days. Ward's project basket analysis reveals that many of those "dead" SKUs appear alongside high-velocity project items — a specialty elbow fitting with minimal standalone sales is still critical to a complete project basket. Deleting it sends the customer to a competitor for the entire job. Ward separates true orphaned SKUs from project-basket anchors and recommends cutting only the former.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish robust 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
Insights surface
Ward’s agents detect what changed, why it matters, and what to do about it. Every insight includes a recommended action—not just a chart to interpret.
Insights become actions
Any insight card can be turned into a tracked ticket or task. Dispatched to the right person, on the right channel—mobile push, text, or email. Not every insight needs a ticket. But when one does, it has an owner.
Your team responds
Insights get voted up or down with reasoning. Tickets get completed or rejected. Every response is a signal—Ward learns what worked, what missed, and why.
Outcomes measured
Ward evaluates real results: revenue, margin, fill rate, labor cost. Did the action actually improve the number it targeted? Measured outcomes, not assumptions.
Agents get sharper
Every vote, every completed ticket, every measured outcome feeds back in. Ward learns from your team’s judgment and real-world results. Each cycle sharpens the next. Then it starts again.
See what Home assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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.