Clovr

Finance teams waste 60% of validation time just finding the right documents. The deduction record is in one system, the promotion agreement in another, the backup PDF in a retailer portal, and the approval chain in email.

Designed a single deduction detail view with a three-panel layout: data table on the left showing all deduction line items, a details panel on the right showing file metadata (filename, size, date, retailer, status), and a dispute modal that surfaces pre-populated reason categories. The user validates and disputes without leaving the screen.

Estimated validation time drops from 45 minutes to under 10. The dispute modal pre-populates reason options (Delivery completed, Promotion not planned, Charge not authorized, Spoilage didn't happen, Incorrect backup) — turning a research task into a selection task.

CPG brands run dozens of overlapping promotions across multiple retailers and product lines simultaneously. Existing tools show promotions in flat list views — making it impossible to see scheduling conflicts, coverage gaps, or which products are over-promoted.

Designed a Gantt-style promotion calendar with a hierarchical left panel (Retailer → Product Category → SKU) and color-coded timeline bars showing promotion duration and type. A toggle switches between the Gantt view and a bar chart summary. The 'today' marker (red vertical line) anchors temporal context.

For the first time, brand managers can see their entire promotion portfolio in one view — identifying overlap, gaps, and concentration risk across retailers and product categories at a glance.

Finance teams need to answer different questions at different times: 'How much are we spending on promotions this month?' vs. 'Which retailer is costing us the most in deductions?' vs. 'Where are our checks stuck?' Existing dashboards force all this into a single undifferentiated view.

Designed a tabbed dashboard architecture with 7 category tabs (Promotions, Spoils, Slotting, Fines, MCBs, Marketing, Misc) — each showing category-specific metrics. The Promotions tab leads with a calendar bar chart, top line items, spend by retailer, and a deduction-type breakdown donut chart. Alert banners surface unresolved items requiring immediate attention.

The tabbed structure lets each team member navigate to their concern without wading through irrelevant data. The alert banners ensure critical items (unprocessed forms, incomplete setup) never get buried below the fold.

The five incumbent TPM platforms (Vividly, CPGvision, Promomash, HighRadius, Cresicor) all compete on feature completeness for enterprise accounts. The instinct when designing a new entrant is to match their feature lists while making the UI cleaner. That approach produces a better-looking product positioned identically — competing for the same $30K+ contracts against entrenched vendors.

Designed Clovr explicitly for the $10M–$200M revenue tier. This meant deliberately cutting features that mid-market teams don't have the headcount to operate — advanced forecasting models, multi-org hierarchies, broker portals — and investing depth in the three workflows where mid-market teams lose the most money: deduction validation, dispute management, and promotion calendar clarity. Every enterprise feature excluded funded a mid-market usability improvement.

The competitive gap isn't capability — it's operational fit. A five-person CPG finance team doesn't need a system that requires a dedicated TPM administrator. The mid-market tier is currently served by spreadsheets and ERP exports because existing tools are overbuilt for their needs. Clovr's information architecture is organized around how a small finance team actually divides work, not how an enterprise license structure maps to a software seat.