Sigma for retail and consumer goods teams
Build AI apps for demand planning, inventory, and promotions, with agents that flag when results drift from plan and explain why.
Plan on live POS data
Forecast, adjust, and review in a grid on the same data your stores report from.
Approvals that lock the plan
Scenarios go to leadership, and approved forecasts lock so the numbers stop moving.
Agents that explain the miss
Agents track results against plan and explain what’s driving the gap.
One retail plan
Retail plans live in too many spreadsheets
Merchandising, supply chain, and stores each keep their own version, and nobody is sure which forecast leadership approved.
| Today | With Sigma |
|---|---|
| Forecast overrides kept in disconnected spreadsheets | Overrides saved to the warehouse so every team sees one plan |
| Two dashboards, two answers in front of the CEO | One definition behind every report |
| Store misses explained on calls and forgotten | Store managers record why they missed next to the numbers |
| Promotions approved in email with no record of the scenario | Promo scenarios approved with a full audit history |
| Franchisees get a monthly revenue number | Each franchisee sees and updates their own results |
| Lease decisions documented in slide decks | Committee decisions recorded with the pro forma behind them |
From data to revenue growth
Each app pairs live data with an action, and agents watch the results.
Misses explained
Live store ops flash reporting
Store and region flash reporting on live POS data. Drill into any KPI to see what’s driving it. Managers note why they missed in the app, and an agent flags products trending off plan.
- Daily flash on live POS data
- Store manager comments saved to the warehouse
- Agents automatically narrate developing trends
Approved plans
Forecast and approve plans live in your warehouse
Planners forecast demand and adjust it in the app instead of disconnected spreadsheets. Overrides save to the warehouse, so supply chain and merchandising plan from the same numbers.
- SKU- and store-level forecasting
- Planner overrides and approval flows
- Agent alerts on stockout and overstock risk
Promo margin visible
Test what-if promotions before they go live
Merchants model price and promo scenarios against past lift and margin, then submit them for approval. Once the promo runs, an agent tracks results and explains any gap to forecast.
- Price and promo scenario modeling
- Approval workflows with full audit history
- Agent tracking of lift vs. forecast
One customer view
Unify digital and retail performance data
Analyze the full customer journey without silos. Join e-commerce and POS data live in the warehouse to uncover cross-channel behavior and attribute revenue accurately.
- Agent alerts on shifts in channel mix
- Customer journey and cohort analysis
- Attribution modeling on live data
Lease decisions
Build and approve lease pro formas for real estate committee
Build lease pro formas on live store data and route them to committee in the same app. Each approval updates the capital budget, so you know what’s committed and what’s left.
- Lease renewal and committee workflows
- Facilities work orders and R&M routing
- Construction project management, from permits to punch list
Agents that watch the plan
Agents flag drift from plan and explain why
Agents watch sales, inventory, and promo lift on a schedule. Planners approve what changes.
- 1WatchA scheduled agent compares sales, inventory, and promo lift with the plan each morning.
- 2ExplainIt ranks the drivers, such as out-of-stocks on top sellers or promo margin, linked to the data.
- 3Approve the fixIt drafts an override or a transfer. A planner approves it, and it’s saved to the warehouse.
Ask why Laptops are behind plan.
Plan Watch agent
I compare sales with the plan every morning and explain what moved.
Week 42 · sales vs plan by category
Plan Watch
Sales
$125.1K
−27.7%vs plan
Categories behind
1
Laptops
Overrides this week
1
Smart home
Categories off plan
| Category | Plan | Actual | vs plan | Status |
|---|---|---|---|---|
| Laptops | $96.0K | $47.8K | −50.2% | Behind |
| Small appliances | $50.0K | $52.7K | +5.4% | On track |
| Smart home | $27.0K | $24.6K | −8.9% | On track |
Plan overrides
| Category | Change | Reason | By | |
|---|---|---|---|---|
| 1 | Smart home | −$2.0K wk 43 | Promo ended | D. Okafor |
| + | ||||
Sales vs plan by category
Retail and CPG teams running on Sigma



Explore retail apps built in Sigma
Working examples from the App Library. Open one to see how it works.
Promotion Pricing Management
Optimize pricing and promotions on live warehouse data. Model scenarios, forecast lift, and act in a governed AI app.
See the appRetail Dynamic Pricing
Analyze pricing adjustments and discount types vs. sales. Simulate promotion lift using a Databricks-hosted price-elasticity model.
See the appRetail Sales Performance
phData’s real-time retail analytics. Manage multi-location, multi-product, multi-geo sales with consolidated orders and metadata.
See the appRetail Footprint Tracking
Track store location changes alongside performance metrics and customer insights for retail strategy decisions.
See the app
Enterprise-grade analytics for retail scale
Built for the scale, performance, and governance demands of retail and consumer goods.
Secure writeback
Plans, comments, and approvals save to tables in your warehouse, with a full edit history.
Per-user OAuth
Connect with OAuth so queries run with each person’s own warehouse role.
Row- and column-level security
Reads and writes both inherit your table policies.
Audit trail
Audit logs record user activity, AI conversations, and input table edits, so you can see who changed what.
Your data stays put
Sigma queries your warehouse in place and never copies the data out.
Certified
SOC 1, SOC 2, SOC 3, HIPAA, GDPR, CCPA, and ISO 27001.
Retail and CPG FAQs
How do we join e-commerce and POS data?
Join both live in your warehouse to analyze the customer journey across channels and attribute revenue, with no extracts.
Can we test promotions before they run?
Model price and promo scenarios against historical lift and margin, route them for approval, and track results against forecast once the promo runs.
Can planners keep working in a spreadsheet?
Yes. Sigma works like a spreadsheet, with the formulas planners already know, and calculations run in your warehouse. Targets and overrides entered in the grid save to the warehouse with who changed them.
How do we get one number leadership trusts?
Define each metric once in a Sigma data model on your warehouse. Apps and reports read the same definition, so the CEO’s dashboard and finance’s deck match.
Can store managers explain misses from the store?
Yes. Rows that miss target by more than a set threshold ask the manager for a reason, an agent suggests one from the data, and the comment saves to the warehouse.
Can franchisees and partners see only their own results?
Yes. Sigma inherits your warehouse’s row-level security, so each franchisee, dealer, or partner sees only their own results. Embed the app in the portal they already use, and they can add their own inputs, saved to the warehouse.
How do forecast approvals lock a plan?
Planners submit a scenario, leadership approves it in the app, and the approved forecasts lock for that dimension so no one edits them afterward.
Bring the plan your merchants rebuild on Mondays
We’ll show demand planning, the store flash, and a lease review running as apps on your warehouse.



