Product Update: An Updated Home Dashboard to Increase Visibility Intro Trade Spend

You know what gets us going every day at Vividly? Numbers.

We love data and we know you do too.

That’s why we’re particularly excited to announce the launch of a series of new dashboards that will give you unparalleled visibility and control over key aspects of your business.

First up in the series —

The Home Dashboard

Your Home dashboard is the first thing you see when you log into Vividly. This is your first stop when it comes to diving into your analytics and we’ve added a ton of new metrics that will allow you to dive deeper than ever before.

Overview

Current Snapshot

Promotion Performance

Actual Spend & POS Data

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Now, let’s explore each new metric in more detail.

Planned Vs. Actual Vs. Budget Vs. Last Year (LY) Trade Spend

Comparing these metrics against each other gives you the ability to quickly see how your trade promotions are performing and also highlight areas that may require more attention. Whether it's uncovering unexpected variances or validating your budget allocations, this feature ensures you stay on top of your financial performance.

Result: Helps you easily identify trends and opportunities.

5 Best and Worst Promotions by Accuracy (Expected Spend Vs Actual Spend)

This feature helps you identify areas where forecasting has been accurate or inaccurate, allowing for the refinement of future strategies. It may also uncover promotions that were not executed properly, or when deductions were incorrectly applied.

Result: Aids the continuous improvement of your business processes

Completed Promotions with No or Little Actual Spend or POS data

This feature allows you to quickly identify and track deductions that are expected but delayed or promotions that should have run but were not properly executed, giving you the ability to resolve them in a timely fashion. By addressing discrepancies promptly, you can prevent revenue loss and maintain a healthy bottom line.

Result: Helps you proactively address issues related to deduction discrepancies

Last Deduction Actuals Upload Date

Easily understanding how often deductions are cleared within your system confirms that your processes are running smoothly. This feature provides transparency and reassurance that your operations are on track.

Result: Helps you evaluate how efficiently your processes are running

Last Consumption POS Upload Date

This friendly reminder ensures that you are always using the latest data, enhancing the reliability of your insights and decisions.

Result: Helps with maintaining data integrity

Monthly Event Calendar

Having access to a monthly event calendar saves time and prevents surprises by keeping you informed about upcoming events. This feature enables proactive cross-departmental communication.

Result: Provides a clear understanding of what events are running that you’re responsible for.

Amount in Sales Review

Get a quick understanding of the dollar amount associated to customers you manage that need your review. This could mean that deductions have been received and a promotion does not exist, or there may be an opportunity to dispute.

Result: Always know what needs your attention

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Stay tuned for more updates and enhancements as we continue to evolve and innovate to meet your needs!