Insight card · Promos

Promotion Effectiveness and Lift Measurement for Retail

Know which promos actually work. Most retailers find it in a post-mortem. Ward surfaces it while there is still time to act.

Up to 72% of trade promotions fail to break even on net margin.Source: Nielsen

Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

How Ward catches what your reports miss

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

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

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, live product demo against a real retail data lake.

What changes for your team

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

Sample insight card

Ward · Promos06:47 AM

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

Where this lands hardest

The roles that feel promos first, and what changes for them.

How Ward delivers this

The platform pieces doing the work behind the insight.

Promos by role

Available for every vertical

Promos by integration

Metrics this moves

The KPIs Ward improves when this insight runs.

See it. Or compare it.

Operator stories and the alternatives buyers benchmark against.

Questions about promos.

Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI. Each card explains what changed, the root cause, and the recommended action, at the store-category level, not estate aggregates.

Ward delivers promos insight cards within 48 hours of data connection, with baselines tightening over the first two weeks. Most issues are surfaced before they show up in weekly or quarterly reports.

Ward runs classical statistical and time-series models your planners can audit, backtested against your last 24 months. The model card, MAPE, and confidence interval ride on every answer. The LLM frames the result; the number comes from the math.

Two ways to start.

Run a fixed-fee pilot on your data, or talk to advisory about a broader engagement.

Stop finding Promos problems in the post-mortem.

See what Ward catches, and when.

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.

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What are your goals?
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About your operation
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