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Trade Data + AI Optimization + RGM Expertise
All in One Place. Finally.
Vividly is the proven TPM platform for CPG brands. Now, we're bringing RGM to the table.
After managing over $9B in trade spend, we're giving brands a full, holistic view of every driver behind their business performance, combining a purpose-built platform, Transcend AI, and 15+ years of hands-on RGM consulting experience in one place.
No more choosing between a great platform and great strategy.
$10B+
In trade dollars managed on Vividly
$700K
Average deduction savings per brand per year
1M+
Promotions planned across 3,500+ CPG professionals
The Problem
Why brands can't optimize trade without the right tools
Most CPG brands are managing trade with disconnected data, inconsistent metrics, and insights locked in individual spreadsheets
Budget leaks silently, decisions get made on habit rather than data, and the tools to fix it don't exist inside the organization. Vividly + RGM consulting is your purpose-built answer.
What individuals face daily
- Building analysis in Excel, pulling data from separate systems just to see a single promotion's performance
- Running the same events as last year because there's no easy way to know which ones actually worked
- Walking into buyer meetings without data to back up recommendations, losing credibility and deals
- No visibility across accounts, mevery territory operates differently, sharing nothing
- Finance and sales aligned on different numbers with no reconciled source of truth
What it costs the organization
- Promotions evaluated one-off with inconsistent metrics and no ability to compare performance across events, accounts, or periods
- Analysis quality depends on who built it, not a shared standard, and leadership can't trust the numbers
- Trade spend leaks without detection no closed loop between planned spend, cleared deductions, and actual lift
- Insights never reach decisions, and without a shared platform, ROI findings stay in spreadsheets and die there
HOW VIVIDLY UNLOCKS VALUE — THE FIVE CAPABILITIES
Single source of truth
Consistent metrics across the organization, master data and cleansing built in
Live, refreshable analytics
Advanced analytics that update in real time - no manual rebuilds, no stale Excel.
Guided user workflows
Teams follow best-practice analysis paths, not blank canvases from raw data.
Shareable sell-in stories
Teams share insights, store guidelines, and build buyer presentations from data
Transparent forecasting
Real-time promotion modeling, automated distributor allocation, and intelligent recommendations, all without spreadsheets.
Transcend AI
The AI engine powering every RGM deliverable
Historically, always-on AI-driven trade and RGM tooling has only been available to the largest CPG companies, those willing to spend millions on consultants and custom builds.
Transcend AI changes that. Embedded across the entire platform, it handles the analytical heavy lifting that feeds every module.
Promotion Optimizer
Tell Vividly your budget, objective, and constraints and the AI evaluates every combination of weeks, price points, and parameters across your planning horizon and selects the campaign that best hits your goal. Maximize ROI, volume, or gross margin with one click.
In-Year Replanning
Mid-year budget cuts or windfalls no longer mean days of manual rework. Select the promotions to change, enter new constraints, and the optimizer generates a revised campaign instantly with unlimited scenarios and a full before/after comparison.
Predictive Lift Forecasting
Transcend AI dives deep into historical data to pre-compute lift and volume forecasts for every candidate week, delivering predictions accurate enough to make your next promotion your best yet, before a single dollar is committed.
AI Agent - Ask, Analyze, Achieve
A trade promotion assistant that never sleeps. Ask it anything, from surface insights, to flag anomalies, and optimize workflows, and get answers grounded in the brand's own live data. The AI amplifies the team, it doesn't replace it.
"Transcend can seamlessly handle the heavy lifting across everyday work and strategic decision making alike. With Vividly, our customers gain the twin benefits of cutting-edge AI and seasoned CPG experience."
— Johnathan Hodge, CEO, Vividly
The Four - Module Program
RGM Consulting
Each module builds on the last —> Clean data makes analysis reliable —> Reliable analysis makes forward planning defensible —> Defensible planning makes price pack strategy transformational.
Data Readiness & Guided Completeness
A structured, ongoing program to ensure Vividly is fully populated, consistently maintained, and ready to power downstreamanalysis. Completion of Module 1 is a prerequisite for Modules 2 and beyond
RGM CONSULTING DELIVERABLES
Trade Planning Calendar guidance
Convert verified data into a structured trade planning calendar with key strategic principles, partnering directly with CSM and brand teams.
Depth guidance & calculator
Build recommended depth guidelines using the brand's own data — price elasticity and lift curves inform optimal discount ranges by retailer and promo type.
Optimized Trade Planning tool
Deliver a planning tool that combines calendar, depth guidance, and budget allocation into a single brand-specific resource.
Strategic hold-back investment model
Build an optional budget reserve that gives the brand flexibility to respond to in-year opportunities without blowing through their trade rate.
Post-Event Analysis & ROI Scoring
A rigorous, AI-driven review of completed promotions to determine which events drove genuine return and which were margin giveaways, including an honest baseline diagnostic of overall trade performance
RGM CONSULTING DELIVERABLES
Trade rate benchmarking
Assess whether the brand's trade rate is in a healthy range for their category and channels, contextualize findings against industry norms.
Lift efficiency analysis
For each key product, map the relationship between depth of discountand lift generated, identify optimal promotional price points and flag where deeper discounts destroy margin.
Business implications narrative
Translate ROI scorecard outputs into a clear story for leadership, including what the data means for trade strategy and where spend should be redirected.
Priority action recommendations
Deliver a ranked list of highest-impact changes to trade strategy, which feeds directly into Module 3 optimization planning.
Retailer-level performance summary
Identify which retail partnerships are generating the best ROI and flag accounts where spend should be reconsidered.
Forward Planning Optimization
Building optimized promotional calendars and account plans for the upcoming period — and actively managing replanning as the year progresses. Because the data is already structured in Vividly, it gets done faster and more accurately than anything built from scratch.
Requires Modules 1 & 2 completion - optimization recommendations are only as good as the lift history, cleared deductions, and retailer ROI scores behind them.
RGM CONSULTING DELIVERABLES
Annual trade calendar recommendations
For each key account: recommended event type, timing, depth of discount, and expected ROI drawn from the brand's own lift history, with multiple scenarios built around growth, margin, or volume objectives.
Distribution recommendations
Identify item introduction opportunities at retailers based on velocity in comparable accounts, turning cross-retailer data into a concrete new revenue roadmap.
Budget allocation recommendations
Prescribe how to distribute trade budget across customers, channels, and promo types to maximize total return, with corrective actions if the brand tracks ahead or behind.
SKU-level discontinuation analysis
Flag SKUs at risk of retailer discontinuation and identify SKUs generating consistently negative margins, offering proactive offense and defense on portfolio decisions.
Buyer meeting strategy
Go beyond data prep: advise the brand on negotiation positioning, what to push for at each account based on ROI history, and how to frame trade investment as a mutual growth story.
Price Pack Architecture & Elasticity
The highest-order RGM deliverable. Where Modules 1–3 optimize how the brand spends its existing trade budget, Module 4 answers a more fundamental question: is the brand priced and packaged correctly to win in each channel? Price elasticity studies and PPA work set the strategic pricing foundation that makes every downstream trade decision more defensible and more profitable.
Requires Modules 1–3 as data foundation - elasticity modeling and PPA work draw directly on clean transaction history, POS data, cleared deductions, and retailer-level ROI scores.
RGM CONSULTING DELIVERABLES
Base & promotional price elasticity study
Calculate base and promotional elasticity for each key account, broken out by EDLP customers, Hi-Lo customers, and quality merchandising tactics, including Total US and comparison vs. 2–3 key competitors.
EDLP vs. Hi-Lo strategic implications
Translate elasticity differences between customer types into concrete recommendations: optimal everyday price points, promotional depth guardrails, and where Hi-Lo tactics are working against the brand.
PPA portfolio & category evaluation
Leverage elasticity work to build a clear Price Pack Architecture across channels, price-pack groups, and key competitors, identifying gaps, overlaps, and white space in the portfolio.
Competitive price positioning analysis
Map the brand's pack architecture and elasticity profile against 2-3 direct competitors to identify where the brand is over- or under-priced and where pack sizing creates or destroys value.
Channel-specific pricing recommendations
Deliver channel-by-channel pricing and pack guidance: what to charge, what sizes to prioritize, and how to differentiate the portfolio across grocery, club, mass, and convenience.
Strategic pricing narrative for leadership
Synthesize all findings into a leadership-ready story, including where the brand should reposition pricing, what pack changes to prioritize, and the projected revenue and margin impact.
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Goodbye Excel. Hello Vividly
Achieve 91% accuracy and recover up to $700K in trade spend, all through our innovative platform.
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