Case Study: SmartyPants Vitamins achieves automated sales and trade spend reporting in 20 days with Planful

Smartypants Automates Sales and Trade Spend Reporting in 20 Days with Planful

SmartyPants Vitamins, a rapidly growing consumer health brand, needed to simplify and accelerate its sales and trade‑spend forecasting without disrupting the business. Monthly, Excel‑based forecasts and a software transition left them without a reliable backup tool, and COVID‑19 forced the team to move from monthly to weekly re‑forecasting amid heightened uncertainty.

Working with Planful and partner Cogenics, they implemented a scalable forecasting and reporting solution in 20 days—covering trade promotion and sales planning, weekly forecasting, automated P&L and cash‑flow reporting, workforce planning, and ad‑hoc analysis. The platform delivered fast, reliable planning and immediate cross‑business insights for real‑time demand planning, enabling SmartyPants to close Q1, re‑forecast the year, and begin 2021 budgeting quickly.

SmartyPants Vitamins

Cheryl Chow

Senior Finance Manager