Case Study: Jovial improves trade spend visibility and recovers invalid deductions with Vividly

How Vividly Enhanced Jovial’s Visibility into Trade Spend — Saving them $27k+

Jovial Foods, a fast-growing gluten-free and organic CPG brand, was struggling to manage trade spend and deductions as its business scaled. The finance and sales teams were stuck juggling spreadsheets, inconsistent trade data, and unclear manufacturer chargebacks, making it difficult to know whether deductions were valid or tied to the right promotions. Vividly’s trade spend management solution was brought in to replace the messy manual process and improve visibility.

With Vividly, Jovial centralized trade data in one user-friendly system, gained visibility at the SKU and promotion level, and improved collaboration between sales and finance. The team could more easily identify invalid deductions and make decisions based on hard facts rather than assumptions. According to the case study, Vividly helped Jovial recover at least $27,000 in invalid chargebacks over just a couple of months, including spotting a single $16,000 invalid deduction.

Jovial

Danielle Lisle

Finance Team