Consumer Goods Brands Manage

with UpClear

Consumer Goods Brands Manage
Assortment
with UpClear Consumer Goods Brands Manage
Customers
with UpClear Consumer Goods Brands Manage
ROI
with UpClear Consumer Goods Brands Manage
Prices
with UpClear Consumer Goods Brands Manage
Revenue
with UpClear Consumer Goods Brands Manage
Promotions
with UpClear Consumer Goods Brands Manage
Deductions
with UpClear Consumer Goods Brands Manage
Net Sales
with UpClear Consumer Goods Brands Manage
Budgets
with UpClear Consumer Goods Brands Manage
Forecasts
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Spending
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Profitability
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Accruals
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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

Strategy development, top-down targets, guardrails, and funding

Account Planning ⁰²

Bottom-up promotions, terms, sales & spend forecasting

Execution ⁰³

Collaboration amongst functions: Tracking, spend management, deductions, accruals, forecasting and S&OP

Annual Operating Planning ⁰¹

Account Planning ⁰²

Execution ⁰³

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.

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Account Planning ⁰²

Bottom-up Account Plans

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

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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.

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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

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Trade Promotion Management

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Trade Promotion Optimization

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Revenue Growth Management

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Integrated Business Planning

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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.

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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

Client Stories

Kodiak and UpClear: Powering Smarter Growth

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Known for feeding epic days and wilder lives through real breakfast, Kodiak continues to i...

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Vita Coco & UpClear: Quenching the Need for Customer Insights

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Since its founding in 2004, Vita Coco has grown into the world’s leading coconut water bra...

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Cafeteria Culture’s Mission to Create Tomorrow’s Leaders & Reduce Waste in Schools

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

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

June 3rd, 2025

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

Client Stories

Bissell & UpClear : Powering Smarter Growth

May 28th, 2025

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

News

UpClear’s Elevate NYC Client Event: Largest Yet

May 27th, 2025

On Thursday, May 15th UpClear welcomed representatives of leading Consumer Goods companies...

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.

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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.