Case Study: Perfect Snacks improves trade promotion ROI and forecasting with Vividly

How Perfect Snacks Unlocked A Clearer Forecasting Future with Vividly

Perfect Snacks, a fast-growing CPG brand known for its protein-packed bars and peanut butter cups, was managing trade promotions in sprawling Excel files. As trade became one of its largest P&L expenses, the team struggled with a manual, error-prone forecasting process that took nearly 20 hours each month and still lacked visibility into end-customer reporting and promotion-level performance.

Perfect Snacks implemented Vividly’s trade promotion management platform to connect trade plans and forecasts in one system, automate data updates, and improve reporting down to the SKU level. With Vividly, the team eliminated much of the manual Excel work, moved annual planning fully into the platform, and gained more accurate forecasts, better promotional efficiency, and stronger trade spend ROI by identifying promotions that were underfunded or less effective.

Perfect Snacks

Matt Gray

Senior Director of Trade Strategy and Forecasting