Consumer Goods Brands Manage

with UpClear

Gross-To-Net Revenue Management
AI-Powered Software

At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software — providing a single source of truth, streamlined automation, and actionable insights.

Annual Operating Planning 01

Create strategy and set expectations

Develop strategy. Analyze past performance to refine your growth plan. Set top-down budgets. Establish guardrails and funds.

Account Planning 02

Bottom-up Account Plans

Plan & Analyze Promotions. Forecast Sales & Spending. Analyze Customer & Product Performance.

Execution 03

Activate Customer Plans Throughout Your Organization

Actualize, track, and manage the plan. Connect account plans to other functions in the order-to-cash process: Trade Marketing/Sales Operations, Customer Service, Demand Planning, Accounts Receivable, Accounts Payable, & Finance.

Our Solutions

Capabilities for Different Requirements & Stages of Growth

UpClear works with your team to identify priorities.  We then create a BluePlanner solution that meets your requirements, timeline, and budget.

Deduction Management

Trade Promotion Management

Trade Promotion Optimization

Revenue Growth Management

Integrated Business Planning

AI in BluePlanner

Tested, Trusted Capabilities Meets AI

BluePlanner is the most capable SaaS gross-to-net revenue management capability available. We've developed it with input from thousands of use cases since our inception in 2008. We keep it modern with interface and infrastructure improvements year after year. Now, it is infused with AI that automates work, make data management easier, and predicts future results.
It’s a night-and-day difference trying to do everything in Excel versus using an integrated system with built-in controls.
Blue Planner has simplified the account planning process and deduction process through a solution that is very user friendly and functional... I have used other spending trade spending tools and no other compares to the ease of use and strength of BluePlanner.
We're thrilled to team up with UpClear to enhance visibility and transparency in our trade investments. Our goal is to go beyond just managing budgets and discover new opportunities for growth and stronger customer relationships, powered by the data and insights Blue Planner provides.
[Working with UpClear] has been really great...we know a lot more about how we are spending our money and we're able to make better decisions now.
We were a young company and we needed something to evolve with us. We knew we were going to change over the next few years... what drew us to BluePlanner is that it was fairly simple and it was flexible... we had line of sight to say this can grow along side of us as we become more mature as a company.
Promotion planning is intuitive.  You enter your deals and volume and it automatically rolls up the financials.
We have to have structure to manage our business and BluePlanner give us this.  We can see what is happening, answer questions faster, and have better alignment with our field teams.
I have full line-of-sight.  I see sales, I see trade, and I don't have to wait for spreadsheets to be updated.  I click run and see the data.
Half of the battle is having the data to analyze my business and make decisions.  I can open the system and get to P&Ls, promotions, and pricing.  Its all in one place.
I like how easily I can get a customer P&L... accruals in the system has totally changed our process...for the better!
We send our (Demand Planning) forecast to BluePlanner so sales can see it.  We also get the forecast sales keeps.  We've had data from sales before, but now there is more detail and we get it when we need it by running a report.

Featured Resources

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One of UpClear’s corporate values is “responsibility.” We demonstrate our responsibility t...

Tony Chachere’s & UpClear: Adding Spice to Trade Planning

Founded in 1972 by Louisiana chef Tony Chachere (pronounced /sash-er-ee/), Tony Chachere’s...

Bissell & UpClear : Powering Smarter Growth 

Bissell Homecare, a family-owned leader in home cleaning solutions since 1876, is renowned...

UpClear’s Annual Elevate NYC Event: Largest Yet 

On Thursday, May 15th UpClear welcomed over 30 representatives from leading Consumer Goods...

Nichols Plc. Picks UpClear for Trade Promotion Management  

Nichols Plc, maker of Vimto brand beverages in the United Kingdom, has chosen UpClear Blue...

Pompeian Olive Oil & UpClear: A Recipe for Success 

Founded in 1906, Pompeian Olive Oil Company is a pioneer in bringing Mediterranean olive o...

About Us

Who we are

We work for the fast-moving consumer goods industry. Our clients are regional and global brands.  Our cloud-based software helps them clearly understand & optimize their performance with planning, execution, and analytic capabilities in the gross-to-net revenue management business process.  

Brands We Serve

We are proud to partner with consumer goods companies at every stage of growth; from upcoming brands in regional markets, to multinational companies. This collaboration continually shapes our product roadmap and enables us to maintain BluePlanner's place as the best gross-to-net revenue management platform in the industry.

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

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