Why We’re Different
Integrated and real-time, BluePlanner establishes processes built around centralized information with workflows between responsible departments. BluePlanner gives key account managers maximum visibility on the performance of their individual accounts, while also consolidating information for Sales Management, Finance, Marketing, or Supply Chain.
Clients optimize their trade spend through promotional evaluation, cost control, and post activity analysis. By building a history of sales and promotional data, BluePlanner is used by decision makers to determine how to most effectively optimize their spend budget.
Trade Promotion Management
Consumer goods manufacturers spend upward of 25% of revenue on trade promotions each year. Ensuring the proper level of visibility to support added value analysis and making better investment decisions is therefore a key operational challenge and a strategic priority for all Consumer Packaged goods (CPG) / FMCG players.
BluePlanner is designed to evaluate, track and monitor trade spend in order to address the above challenges and support top line growth through efficiency and effectiveness of promotional activities.
BluePlanner covers the entire lifecycle of promotions including: evaluation of promotional ROI “before the fact”, integration into demand planning forecasts, accruals transfer to accounting, payment reconciliation and, finally, post-activity analysis to inform the next round of planning.
Flexible workflows, authorizations, to-do lists and email alerts ensure that the proper governance is established around Trade spend along with cross functional collaboration and visibility.
BluePlanner’s Analytics module offers top-down Business Intelligence reporting to aid strategic decision making.
Analytics reports consolidate various data sources including point-of-sale data in addition to BluePlanner data. The data is presented in easy-to-understand dashboards, drill-down reports and charts, which allow the in-depth analysis of sales and trade promotions.
Typical reports include drill-down forecast and sales analysis in addition to top line consolidated views, such as “health-check” dashboards.
Promotional reports allow analysts examine uplifts, tactics, and ROI in order to identify the underlying trends behind under and over-performing promotions.
BluePlanner is a fantastic tool that allows you to view your promotional calendar with your broker’s and identify promotional events that show a less than desirable outcome, thus allowing us to communicate with the retailer in making adjustments to the promotion, making it a more desirable promotion for both the company and the retailer.
HK, Sales Broker
Trade Promotion Optimization
Trade Promotion Optimization is the iterative process of making better strategic decisions by synthesizing actionable insights from historical promotions.
Promotional levers such as features, displays, discount levels, BOGOs, price multiples, and competitive pricing / promotions all impact sales to varying degrees across products and retailers. Understanding performance drivers is further complicated by external factors such as marketing activity, macroeconomic trends, and seasonality to name a few. A focus on rigorous modeling is the key to quantifying true performance drivers, which establishes a solid foundation to inform a winning strategy.
BluePlanner addresses the key functional needs of a manufacturer in the CPG arena… from customer distribution, to forecasting, to financials, to promotional activity and deduction management.
Hannah King, Sales Broker
UpClear has partnered with Management Science Associates, Inc. (MSA) to provide best-in-class modeling capabilities and ensure BluePlanner can serve clients with an integrated platform for TPM and TPO.