Promos · RELEX · Head of LP

Promo Effectiveness + RELEX: Built for Head of LP

Most retailers find Promos problems too late. Ward delivers automated insight cards. What changed, why, and what to do. While there's still time to act. Your Loss Prevention team has the data. What they don't have is bandwidth to find what's buried in it.

Promo Effectiveness powered by RELEX Solutions

Promo Effectiveness is the process of ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

When connected to RELEX Solutions, Ward reads demand forecasts, space plans, workforce forecasts and enriches them with contextual signals to generate promos insight cards. Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound.

How Ward delivers Promos insight cards: Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

Key capabilities

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

Dashboards

Pinned views built from saved data-lake queries.

Revenue vs. forecast +4.2% WoW
Gross margin % −3.2pp
Fill rate, fresh 83%
Shrink, West region +0.8pp

Models

Browse, search, and manage data–lake model definitions for your tenant.

NameNamespaceVersion
retail_pos_transactionsretail1.0
retail_inventory_snapshotretail1.2
retail_labor_schedulingretail1.0
retail_promo_calendarretail1.1
retail_supplier_performanceretail1.0
sap_inventory_shrinkagesap1.0
ga4_daily_eventsmarketing1.0
meta_ads_ad_levelmarketing1.0

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

Architecture

Two ways to connect. Federate against your live systems, or ingest into Ward’s data lake. Toggle below.

Your systems · read-only
SAP Retail
Snowflake
BigQuery
Shopify
Toast POS
Ward Gateway
TLS 1.3 · AES-256
Querying live · data stays put
Federated answers
SELECT * FROM sap.pos
JOIN snow.inventory
WHERE store_id = 37
→ insight cards
Ward Data Lake
→ baselined per store
TLS 1.3 in transit AES-256 at rest Read-only credentials SOC 2 II in progress VPC peering · PrivateLink

Pipelines

Move data from sources into models on a schedule.

NameSourceModelStatusSchedule
sync_sap_pos_transactionssap_pos_transactionspos_transactionsenabledhourly
sync_sap_labor_schedulingsap_labor_schedulinglabor_schedulingenableddaily
sync_sap_inventory_shrinkagesap_inventory_shrinkageinventory_shrinkageenableddaily
sync_retail_inventory_weeklyretail_inventory_weeklyinventory_weeklyenabledweekly
sync_retail_google_ads_dailyretail_google_ads_dailygoogle_ads_dailyenableddaily
sync_retail_ga4_website_dailyretail_ga4_website_dailyga4_website_dailyenableddaily

Streams

Real-time ingestion pipelines.

0events / min
0streams active
0% delivered
  • pos.txn store_037, basket $42.18
  • inv.move dc_west → store_104
  • labor.clock store_022 shift_start
  • pos.txn store_211, basket $19.04

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::"shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"

Entities

Principals and resources referenced by Cedar policies.

Entity UIDTypeTenant
Tenant::"acme"Tenantacme
Model::"sap.pos_transactions"Modelacme
Model::"sap.inventory_shrinkage"Modelacme
Model::"sap.labor_scheduling"Modelacme
Model::"retail.toast_pos_daily"Modelacme
Model::"retail.ga4_website_daily"Modelacme

Providers

Manage LLM API keys and the model profiles that use them.

API Keys Model Profiles
NameProviderUsed byCreated
anthropic-defaultAnthropic3 profilesApr 22
openai-defaultOpenAI2 profilesApr 22
gemini-defaultGemini1 profileApr 22
ollama-onpremOllama2 profilesApr 22

LLM-agnostic. Bring your own key, route per task. No lock-in.

Settings

Manage your dashboard preferences and account.

Appearance
Theme • Light ° Dark

Light and dark themes are available. Your choice is remembered per browser.

Account
NameAdmin
Emailadmin@acme.io
Tenantacme-retail
Live product demo, Ward analyzing retail data in real time.

How Ward connects to RELEX Solutions

Ward integrates with RELEX for unified retail planning. Ward monitors RELEX forecasts against actuals and surfaces planning exceptions as insight cards.

Setup: Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound.

Data Ward reads from RELEX

Demand forecasts
Space plans
Workforce forecasts
Promotion plans
Replenishment orders

Impact metrics with RELEX

Forecast Accuracy
Drift flagged per store
Accuracy decay caught before it compounds across locations.
Space Productivity
Planogram gaps exposed
Space plans checked against actual sell-through per fixture.
Replenishment Efficiency
Manual triage reduced
Exceptions ranked by revenue impact and urgency.
Fresh Waste
Perishable ordering tightened
Hyperlocal weather and events sharpen fresh item forecasts.

Data lake enrichment

Ward enriches RELEX data with: RELEX forecasts, POS actuals, Weather & events, Demographic data, Supplier performance

Shrinkage costs you more than you think. Ward finds out where.

Pain points
  • ×Shrinkage is a year-end surprise, not a weekly metric
  • ×Cannot distinguish theft from spoilage from admin error
  • ×High-shrinkage stores only identified during audits
  • ×No correlation between operational changes and loss patterns
  • ×Exception-based reporting misses slow-bleed patterns
How Ward helps
  • Store-level shrinkage tracking with cause attribution
  • Anomaly detection flags stores deviating from estate average
  • Receiving dock discrepancy patterns identified automatically
  • Correlation analysis links operational changes to loss shifts
  • Trend analysis catches slow-bleed patterns audits miss

US retail shrinkage hit $112.1 billion in 2022. Up 19.4% year over year. Source: National Retail Federation

What a Ward insight card looks like

Ward · Promos06:47 AM

BOGO on Brand X crackers lifted units 34% but cannibalized Brand Y by 28%. Net category lift: only +6%.

✓ Action recommendedRELEX data

Frequently asked questions

Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound. Data points include: Demand forecasts, Space plans, Workforce forecasts, Promotion plans, Replenishment orders.

Shrinkage costs you more than you think. Ward finds out where. Ward solves this with automated insight cards: Store-level shrinkage tracking with cause attribution. Anomaly detection flags stores deviating from estate average. Receiving dock discrepancy patterns identified automatically.

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.

Ward
Insight
Dispatch
Feedback
Evaluate
Learn
01

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.

Real-time detection Root cause + recommendation
02

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. When one does, it has an owner.

Tickets created automatically Dispatched to the right person
03

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.

Vote up / down Ticket completed Reasoning attached
04

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.

KPI impact tracked Results vs. prediction scored
05

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.

Cycle repeats, sharper each time
$1.8T
Projected global AI market by 2030
0
×
Customer acquisition lift for data‑driven orgs
0
+
Foundation models shipped since 2022
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Guarantees any single model stays on top

See what promos problems Ward catches.

Root causes, not just alerts. See it on your data.

Get a demo

Find out what your data has been hiding.

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